What is the current capacity status of U.S. diesel refineries and what external factors could impact remaining buffers?
S&P notes that U.S. refineries are currently running at 96% of capacity. Remaining market buffers are considered very thin due to the heart of hurricane season and upcoming traditional fall maintenance.
Q&A ID d77314b2-c6e3-4a42-9ab8-e97785f375a0
How much of the operating costs for trucking companies in the U.S. is attributed to fuel?
According to the American Trucking Associations, fuel accounts for roughly 20-25% of trucking companies' operating costs in the United States.
Q&A ID f47300a3-473b-499e-9422-330cd8421b49
What are the revised diesel price forecasts from the Energy Information Administration for 2026 and 2027?
The Energy Information Administration revised its 2026 retail price estimate upward to an average of $4.85 per gallon, up from $4.61 in last month's outlook. It also raised its 2027 forecast average to $4.07, up from $4.02.
Q&A ID 223d2735-4a9d-4aad-8feb-f9471f85fa47
According to the International Energy Agency, what was the change in diesel exports from Russia, the Middle East, and Asia in July?
Diesel exports from Russia, the Middle East, and Asia in July were 1.3 million barrels per day lower year-over-year, which is equivalent to approximately 20% of global seaborne trade.
Q&A ID 5bfabc27-bed2-4bdf-93e7-379f1758ae8e
