Fuel price projections have drawn attention from market analysts following reported damage to Saudi oil infrastructure and ongoing supply disruptions tied to the conflict between the United States and Iran. Analysts have warned that the conflict's consequences may extend beyond disruptions to Strait of Hormuz shipping lanes, potentially placing broader pressure on worldwide petroleum supplies.
Attacks on Saudi Arabia's East-West pipeline, an alternative crude oil transit route bypassing the Strait, have prompted analysts to assess whether energy markets may face sustained disruption, though authorities in Riyadh expect to restore partial flow within days. Stretching approximately 1,200 kilometres, the pipeline links eastern oil production zones in Saudi Arabia to export terminals on the Red Sea, providing an alternative route that circumvents the Strait of Hormuz, a passage regarded as a key global energy transit point.
Energy consultant Andrew Lipow, who advises firms on oil infrastructure, told a television network that the damage appeared extensive, estimating that restoration work on a large-scale pipeline — including replacement of pipes, valves, and electrical components — was unlikely to be completed quickly given the complexity and specialised nature of the parts involved. Officials anticipate a return to full operational capacity within six weeks.
Aerial photographs examined by a broadcaster documented harm at several pumping facilities along the pipeline route. Attacks on one facility began Thursday, with weekend satellite imagery revealing extensive damage to the site. A second pumping facility, located roughly 130 miles away, also showed signs of damage.
This development coincides with a period when oil markets had already been contending with reduced tanker movement through the Strait of Hormuz, where regional tensions and military posturing had constrained the flow of crude.
Fuel market analysts have noted that tightening petroleum supplies, combined with strain on refining capacity, may place upward pressure on prices at the pump for motorists across the country. The national average for diesel fuel has climbed to $6.31 per gallon, with California recording a higher figure of $8.27. Diesel fuel underpins a large share of freight transport, meaning fluctuations in its price can ripple through to shipping costs and, ultimately, what shoppers pay at the till.
Fuel costs across much of the Midwest have risen at a notably faster pace, driven in part by supply disruptions linked to an outage at ExxonMobil's Joliet refinery outside Chicago. The facility ordinarily outputs tens of millions of litres of petrol and diesel each day, serving as a key contributor to fuel distribution across the region. According to GasBuddy's live data, fuel costs climbed approximately 30 cents per gallon in certain areas, among them Lawrence County, Ohio, and Edwardsburg, Michigan. Fuel costs for diesel were anticipated to rise across a number of states in the Midwest.
Energy markets have felt the broader effects of the ongoing conflict, as Iran and affiliated groups have taken action in response to both military operations and economic measures by the United States. Strikes on energy facilities across the region, carried out by armed groups with reported ties to Iran and Houthi forces, have heightened anxieties over the reliability of oil supply routes.
Trump sought to reassure markets, indicating that the prevailing disputes would reach a resolution in due course. Experts have noted that sustained strikes on power and fuel infrastructure may lead to prolonged supply interruptions. McNally, who established Rapidan Energy Group and previously advised the White House on energy matters, suggested that attacks on oil infrastructure could persist as a means of driving up petroleum prices and exerting pressure on the administration.