#refinery-capacity
(11 articles)Diesel Prices to Remain Elevated Through Spring 2027
Energy and truck stop executives at the WEX OTR Summit warned that U.S. trucking companies should expect elevated diesel prices persisting through at least spring 2027. Multiple structural factors con
Hurricane Isaias Threatens Gulf Refineries and Port Operations
Hurricane Isaias poses a significant threat to critical U.S. supply chain infrastructure as it intensifies toward Category 3 status with projected Friday landfall across the Gulf Coast. The storm dire
Diesel Export Ban Talk Rattles Fuel Markets, Threatens Gasoline Spike
The White House's consideration of a diesel export ban, discussed at the highest levels this week, has triggered an immediate market reaction that reveals the hidden costs of such a policy. While futu
Diesel Export Ban Could Backfire: Regional Shortages Loom
A proposed U.S. ban on diesel exports is gaining political momentum, but analysis suggests the policy would create uneven regional outcomes rather than broad price relief. The fundamental challenge is
Global Diesel Supply Down 8%: Trucking Faces Winter Fuel Crunch
A convergence of geopolitical disruptions has created an acute diesel shortage affecting freight operations worldwide. Ukrainian drone strikes have disabled 30–50% of Russian refining capacity, elimin
Riyadh Cargo Expands Despite Shipping Demand Decline
Riyadh Cargo is experiencing growth in its cargo operations despite broader weakness in regional shipping demand, suggesting a shift in how cargo is being consolidated or routed through Saudi Arabia's
Diesel at 5-Year Highs: Structural Supply Shock Threatens Fleet Margins
Diesel prices have reached their highest settlement levels in history, driven by a confluence of structural supply constraints rather than temporary shocks. Ukrainian drone strikes on Russian refineri
Diesel Prices Surge 71% Since Iran War: Supply Chain Crisis
Since the outbreak of military conflict between Iran and the U.S./Israel in late February 2024, diesel prices have surged 71% while crude oil has risen only 26%, creating an unprecedented and historic
Diesel Crack Spread Hits Record $102: What Q4 Means
The U.S. diesel crack spread, the refinery markup between crude oil and finished diesel fuel, has reached an unprecedented all-time record of approximately $102 per barrel, far exceeding the normal $1
Diesel Prices Hit $180/Barrel: Drone Strikes & Hurricane Risk
Wholesale diesel prices have climbed to approximately $180 per barrel globally, already exceeding analyst expectations from the Ukraine conflict, with potential to breach $200 if Gulf Coast refining i
Diesel Prices Decouple from Oil Markets Amid Global Disruptions
The diesel market is experiencing unprecedented disconnection from crude oil prices, with the gap between Brent crude and ultra-low sulfur diesel (ULSD) exceeding $2 per gallon, a level never recorded