U.S. fuel supply looks steadier after gasoline and distillate inventories rose, but crude draws, diesel costs, exports, refinery utilization, and Cushing levels keep summer pressure on fuel haulers and trucking.
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.
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