Oil companies have raised alarm over changes in diesel pricing and delayed payments, warning of a possible fuel supply crisis in Pakistan.

The Oil Companies Advisory Council (OCAC) has strongly protested recent revisions to the high-speed diesel pricing formula, along with delays in the payment of price differential claims amounting to Rs 128 billion.

In a letter sent on April 13, 2026, to Federal Minister for Energy Ali Pervaiz Malik, the council expressed serious concerns about the growing financial pressure on oil marketing companies. It stated that two simultaneous developments — changes in the pricing mechanism and delays in regulatory payments — are putting “severe financial strain” on the sector.

OCAC warned that this mounting pressure could disrupt the liquidity flow within the petroleum industry, increasing the risk of supply chain issues across the country. Oil marketing companies play a key role in the procurement, storage, and distribution of fuel nationwide.

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The council highlighted that continued delays in clearing outstanding dues are making it difficult for companies to sustain operations smoothly. If the situation persists, it could impact fuel availability at petrol pumps and disrupt transportation and economic activities.

Industry experts believe that timely payments and a stable pricing mechanism are essential to maintain balance in the energy sector. Any prolonged uncertainty could not only hurt companies financially but also affect consumers through shortages or price volatility.

The government has yet to issue a detailed response to these concerns.