Transurban Group

TCL: XASX (AUS)

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Transurban: Potential Fuel Rationing Could Hit Earnings but Limited Longer-Term Impact

Adrian Atkins

Apr 2, 2026

Australia's refined fuel reserves are steadily falling as the Iran war takes a toll. Australia has about 35 days of petrol supply (down from 60 in late February) and is highly dependent on imported fuels. Some scheduled shipments have been canceled, as oil shortages affect export nations.

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Transurban Group

Transurban: Potential Fuel Rationing Could Hit Earnings but Limited Longer-Term Impact

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