Trump urges oil-deficient countries to "buy from the U.S.," but analysts say the U.S. can't fill the gap at all.

DeepFlowTech · 2026-04-02T00:38:37+00:00

Trump suggested that countries lacking aviation fuel due to the Iran blockade of the Strait of Hormuz should purchase from the United States, but analysts pointed out that the U.S. cannot fill the global supply gap, and its daily export volume is far below demand. U.S. aviation fuel is mainly produced in the Gulf of Mexico, making it difficult to meet the needs of the East and West Coasts.

DeepFlowTech

2026-04-02 00:38:37

Abstract generation in progress

Deep Tide TechFlow message: On April 02, U.S. President Trump this week told countries that are finding it difficult to obtain aviation fuel due to Iran’s blockade of the Strait of Hormuz that they can buy from the United States. But analysts say there is a major problem with his proposal: the United States cannot make up for the global supply shortfall. Data from ship tracking service provider Kpler shows that about 500,000 barrels of aviation fuel leave the Strait of Hormuz every day, mainly headed to Europe, with some going to Asia and Africa.

Meanwhile, data from the U.S. Energy Information Administration (EIA) shows that last year the average daily U.S. aviation fuel export volume was 219,000 barrels. Kpler analyst Matt Smith said, “The likelihood of the United States replacing supplies from the Strait of Hormuz is very, very, very small. Even if the U.S. has enough aviation fuel, it also has a large number of airlines.” In addition, most U.S. aviation fuel is produced along the Gulf Coast, while the East Coast and West Coast’s major demand centers have historically relied on imports to meet demand. (Jin 10)

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