The Draft National Fuel Security Plan, released by MBIE, proposes stockholding obligations, better data visibility, expanded fuel storage, and support for biofuels and EVs. The Plan builds on the 2025 Fuel Security Study, which modelled a severe 90-day disruption to fuel imports (and which we critiqued in a previous post finding the analysis wanting). While welcome progress, the draft plan stops short of addressing how New Zealand could survive a prolonged or permanent disruption to global fuel supply—such as from nuclear conflict, electromagnetic pulse, or widespread supply chain collapse. These are not science fiction; they’re now being actively studied by global agencies, including the US National Academies of Sciences and a new UN Scientific Panel on nuclear war impacts (see our previous post on these reports).

In our submission, we call for a fuel system that guarantees basic needs—food, water, critical transport—under even the worst scenarios. That means modelling fuel demand for essential services in year-long (or longer) disruptions, and developing domestic liquid fuel production capacity, especially regionally distributed biofuel refineries that can pivot between commercial and crisis modes. Electrification is essential, but we must also prepare for shocks that knock out the electric grid itself, as detailed in our recent webinar and expert panel discussion on catastrophic electricity loss.