Shortage Incoming…
The diesel market is facing a major supply shortage.
The US diesel refining margin is up to a record $106/barrel, surpassing $100 for the first time.
This is a key measure of how much refiners can potentially earn from turning a barrel of crude oil into diesel, with wider… pic.twitter.com/TWozgXjIfx
— The Kobeissi Letter (@KobeissiLetter) September 3, 2026






























