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.
Diesel trucking costs remain elevated even as crude futures retreat. This update tracks EIA, AAA, Samsara, refinery outages, distillate inventories, freight rates, and carrier responses through April 17, 2026.
Jones Act waiver update: CBP’s March 27 guidance, record March fuel exports, tanker-rate spikes, and why domestic coastal relief remains limited.
Since the beginning of October, the price of oil has been dropping steadily. In late November the crude oil benchmark West Texas Intermediate (WTI) was off by nearly 25 percent. The market has seen this…
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