Updated global refinery crunch analysis covering Russian and Middle East refinery attacks, company responses, diesel and jet fuel exposure, and what the evolving 2026 fuel squeeze means for logistics, terminals, and refined product markets.
Hormuz supply risk is no longer a theoretical oil-price story. This updated report tracks the latest shipping, energy, company, and product impacts after the push to reopen the strait.
The Midwest fuel supply squeeze is reshaping Chicago jet fuel, diesel pricing, refinery maintenance economics, export competition, and terminal logistics as Illinois outages collide with a global distillate shock.
EPA renewable fuel standards for 2026–2027 are final: record-high total applicable volumes, a seventy-percent SRE reallocation, revised equivalence values effective in 2027, eRIN removal, updated CWC pricing, and new litigation risk signals.
Jones Act waiver update: CBP’s March 27 guidance, record March fuel exports, tanker-rate spikes, and why domestic coastal relief remains limited.
Valero Port Arthur blast update on cause, TCEQ emissions data, restart status, lawsuits, and impacts to diesel, gasoline, and jet fuel logistics on the Texas Gulf Coast.
California crude by truck is surging as Bay Area crude outlets tighten and a key northbound line sits empty—an insider look at the new route, costs, compliance, risks, and knock‑on effects for tanker fleets, terminals, and fuel supply planning.
A deeply sourced, impartial history of Iran oil and gas and its ties to U.S. strategy—concessions, nationalization, coups, OPEC, sanctions, and maritime chokepoints.
The Ras Tanura refinery strike remains highly relevant on March 10, 2026, because even as Saudi Aramco works to restart the site, Hormuz shipping disruptions, Gulf refining outages, and oil-market volatility are still reshaping global crude, fuel, and freight flows.
Oil tank transportation is entering a new risk cycle as Hormuz shock disruptions pressure Iraqi exports, tanker rates, diesel prices, private fleets, and U.S. tank trucking margins.
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