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Environmental & Energy

Apr. 16, 2026

California's energy illusion meets the oil shock reality

An ongoing oil shock is exposing California's energy vulnerability and the limits of Title 24, which, while improving efficiency, is increasingly misaligned with electrification, AI-driven demand and climate resilience needs.

Chang Kyoung (CK) Choi

Dr. Choi is an Associate Professor
Michigan Technological University

Mechanical and Aerospace Engineering

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Roberto Escobar

Roberto "Bobby" Escobar is general counsel, and an environmental and labor and immigration advisor.

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California's energy illusion meets the oil shock reality
Shutterstock

When gas prices in California surpassed $5.30 a gallon in March 2026, driven by the effective closure of the Strait of Hormuz amid the Israeli-U.S. conflict with Iran, the state found itself confronting a paradox it had long been constructing for itself. By 2025, over 60% of California's oil consumption was already sourced from overseas, a dependency quietly deepening even as Sacramento proclaimed its clean energy future. Analysts at Stanford warned that a prolonged closure c...

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