Iran's blockade of the Strait of Hormuz has led to a 95% reduction in oil shipments from the Persian Gulf, raising concerns about an impending energy shock in the U.S. Analysts at JPMorgan Chase warn that if the strait remains closed, the last oil deliveries to the U.S. could arrive by April 15. California, which imports 29% of its crude oil from the Middle East, is particularly vulnerable due to local refinery shutdowns, including the Phillips 66 Los Angeles Refinery and the Valero Benicia Refinery. Energy analyst Keland Rumsey highlights that rising diesel and jet fuel prices could lead to increased transportation costs, further straining the economy. While the U.S. uses over 20 million barrels of oil daily, it imports around 650,000 barrels from the Persian Gulf, making it less dependent than regions like Asia, which is already feeling significant pressure. As the situation develops, experts caution that California could face higher fuel prices and economic challenges if the disruption continues.