Iran’s strategic fuel reserves reach red alert level amid withdrawals

Iran’s strategic gasoline reserves have dropped to approximately 1.56 billion liters, with diesel reserves sitting at around 1.28 billion liters. Under normal consumption patterns, that’s enough to keep the country running for about 12 days. Under current conditions, estimates put the window at somewhere between 22 and 33 days before the tanks hit empty. The math behind the crisis is brutally simple. Iran’s refineries can produce roughly 130 million liters of gasoline per day. The country burns through about 135 million liters daily. That 14 to 15 million liter daily deficit compounds every single day, steadily draining reserves that were never designed to be a permanent backstop. How a blockade broke the supply chain The US naval blockade on Iranian fuel imports, in place since roughly mid-July 2026, eliminated the safety valve that had historically filled the gap between domestic production and demand. Without those shipments arriving, the country is running on what it can produce domestically, and that isn’t enough. War-related damage has made the production side even worse. Reports indicate 52 fuel storage tanks were destroyed across Tehran and Alborz provinces, with infrastruc...