Two Refineries Closed. Where Is California's Gas Coming From Now? - C.J. Nord & Skip York (Video)
In this 10 June 2026 published California Insider Podcast video, host Siyamak Khorrami talks about how California’s two major refineries have closed within the past year. The state now imports twice as much gasoline as it did before. No replacement supplier has been identified. The modeling that would show the full impact of that gap has not been made public.
The supply chain California now depends on runs through foreign refineries that are themselves struggling to source crude through the Strait of Hormuz, which is operating at less than half its normal capacity.
Prices at the pump have already risen by more than a dollar per gallon, and wholesale costs have climbed even faster. The next wave has not reached the street yet.
C.J. Nord, founder of Supply Chains for Good, and Skip York, senior vice president and chief energy strategist at Turner, Mason & Company and nonresident fellow at the Baker Institute, have been watching this from inside the supply chain.
https://youtu.be/a_B6AkGpZfE
00:00 – Intro
01:19 – Government Response and Lack of Awareness
04:39 – Challenges in Supply Chain Management
07:27 – Impact of Refinery Closures on Various Products
11:51 – Government’s Role and Industry Collaboration
18:00 – Supply Chain Disruptions and Price Pressures
23:35 – Energy Commission’s Role and Supply Chain Monitoring
34:34 – Value of Supply Chain Expertise
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