How Secure Is Our Fuel Supply? UK Refineries and Emergency Oil Stocks Explained (2026)

In an era of global energy concerns and geopolitical tensions, the security of fuel supplies has become a pressing issue. The recent discussions surrounding the G7's potential release of emergency oil stocks have sparked a critical question: How secure are our fuel supplies, particularly in the United Kingdom? The author, Laurence Farmer, delves into this topic, highlighting the vulnerabilities in the UK's fuel infrastructure and the implications for various sectors, including Shetland's unique dependencies on reliable fuel supply.

The UK's refining landscape has undergone significant changes. With only four major oil refineries producing petrol, diesel, and aviation fuel, the country's self-sufficiency is questionable. The author emphasizes that these refineries are not UK-owned, which raises concerns about control and management. The closure of the Grangemouth refinery in 2025 further exacerbates the issue, as Scotland now lacks a working oil refinery, relying solely on imports and storage terminals.

Farmer challenges the notion of substantial emergency oil stocks, arguing that the figures encompass a broad range of items, including crude oil, different petroleum products, normal commercial stocks, and some stocks held overseas. This complexity makes it difficult to determine the actual availability of usable petrol, diesel, aviation, and marine fuel in Britain. The author draws a comparison to the oil crisis of the 1970s, when Britain's refining capacity was significantly higher, and rationing was considered but thankfully never implemented.

The author's personal perspective is evident in their emphasis on the practical implications of fuel supply disruptions. In Shetland, the reliance on fuel for ferries, fishing fleet operations, aviation, food deliveries, agriculture, construction, and emergency services is profound. The author questions the duration of the UK's emergency oil stocks and whether they would be sufficient to withstand a serious disruption, considering the country's reduced refining capacity and increased dependence on imports.

The article highlights a critical aspect often overlooked: the distinction between having oil in the system and having the right fuel, in the right place, at the right time. Farmer's commentary underscores the importance of a well-functioning infrastructure and the potential consequences of a breakdown in the fuel supply chain.

In conclusion, Laurence Farmer's article serves as a timely reminder of the fragility of fuel supplies and the need for a comprehensive assessment of the UK's energy security. The author's personal insights and commentary encourage readers to consider the broader implications of fuel supply disruptions and the potential impact on various sectors, including the unique challenges faced by Shetland.

How Secure Is Our Fuel Supply? UK Refineries and Emergency Oil Stocks Explained (2026)

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