Crude Is Calmer, but Fuel Isn’t: Why Diesel and Gasoline Markets Still Signal a Supply Crunch
Fuel supply crunch signals remain in diesel and gasoline as crude cools. See how stocks, crack spreads, exports and refinery limits affect fuel logistics.
Fuel supply crunch signals remain in diesel and gasoline as crude cools. See how stocks, crack spreads, exports and refinery limits affect fuel logistics.
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.
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.
Jones Act waiver update: CBP’s March 27 guidance, record March fuel exports, tanker-rate spikes, and why domestic coastal relief remains limited.
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.
Q4 2025 refinery outages drove Gulf Coast and Midwest supply shifts; EIA weekly utilization fell as pipelines flexed and tanker dynamics adjusted. Gulf Coast refinery maintenance and Midwest fuel logistics disruptions in Q4 2025 – including EIA weekly utilization dips, Colonial Pipeline schedule hiccups, short-haul tanker demand shifts, and rack supply alerts – pose challenges for fuel dispatchers and market analysts.
The US LNG exports growth is expected to continue over the next two years, displacing pipeline natural gas exports from Russia to Europe and meeting global demand.
Discover the impact of the LNG export capacity decline on the global natural gas market through 2025, as well as the role of various countries and regions in this scenario.
Port of Los Angeles, America’s largest container gateway, looks destined to max out this peak season. In fact, it may be maxing out right now, putting some Christmas retail sales at risk, analysts say.
Find reporting on regulations, fleets, equipment, terminals and the liquid and dry-bulk transportation market.
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