Been off of this thread for awhile so probably discussed. I don't believe we have all time high diesel prices because of Iran even though that's what the media keeps touting. WTI is around $91, 20-25% lower than earlier this year.

I think the tropical storm is the culprit but this is far from my area of expertise.

I have never seen it higher and I dont think the tropical storm shut down the refineries here in Beaumont

It has been steadily increasing long before the storm.

Diesel runs the world, and I think we are fixing to see significant price increases across the board. US is never bringing back wholesale manufacturing due to labor cost and regulations.

$145 to fill up my truck! I hope there is a plan to get this under control.

Dont worry, its like inflation under viden, transient and nothing worry about. It doesnt drive costs up or contribute to devaluation

I wonder how much support farmers and ranchers will give Republicans in the midterms since diesel fuel is a huge contributor to their cost of doing business?

Dallas82 said:

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I wonder how much support farmers and ranchers will give Republicans in the midterms since diesel fuel is a huge contributor to their cost of doing business?

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Since most of them don't want to see the Socialist Democrat ideal of collective farming, I think they'll continue supporting Republicans just fine.

I'm not worried about them voting democrat.

I'm worried about them not voting.

Most " Swing voters " swing between voting and not voting

docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

Ervin Burrell said:

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docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

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Agreed. STICK TO THE PLAN! REMAIN STEADFAST IN MAKING AMERICA GREAT AGAIN.

But also this:

https://apnews.com/article/gas-diesel-prices-us-iran-war-ebd01b9773365ee40550dcfd7d3ebf87

Hey wait a minute…..one of our resident MAGA experts said diesel prices don't affect our economy?

docb said:

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Hey wait a minute…..one of our resident MAGA experts said diesel prices don't affect our economy?

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It doesn't affect the economy. All of the companies will just reduce their profits to account for the fuel increase so you and I can offset it.

But seriously, I feel like we are failing students in public school based on what I see and read here and online. lol.

Dallas82 said:

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I wonder how much support farmers and ranchers will give Republicans in the midterms since diesel fuel is a huge contributor to their cost of doing business?

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not only that, but fertilizer too. and the ranchers are already upset with trump for undercutting them by importing tons of foreign bug meat, er, "beef"

docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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sir you single handedly stopped iran from nuking tel aviv today, bibi bless you

Ervin Burrell said:

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docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

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Not sure if serious.

Is serious?

That's sarcasm big dog

No Spin Ag said:

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Ervin Burrell said:

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docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

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Not sure if serious.

Is serious?

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Well we could re-name it Freedom Fuel? Or maybe Trump fuel?

PaulsBunions said:

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That's sarcasm big dog

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Whew!

Sorry, it's been a day.

docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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There is. It involves bringing Russian and Saudi supplies alike back online.

🛢️Diesel cracks just hit record highs.

Here's why:

Global waterborne diesel exports fell to 175.7 million barrels in August, down 47 million from a year earlier, per S&P Global.

The below chart shows exactly where that supply vanished: 🇷🇺Russia and 🇸🇦Saudi Arabia.

Russia… pic.twitter.com/HRQI7R8DOS

— Jack Prandelli (@jackprandelli) September 5, 2026

BrazosDog02 said:

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Ervin Burrell said:

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docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

---

Agreed. STICK TO THE PLAN! REMAIN STEADFAST IN MAKING AMERICA GREAT AGAIN.

But also this:

https://apnews.com/article/gas-diesel-prices-us-iran-war-ebd01b9773365ee40550dcfd7d3ebf87

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Again, I don't think the Iran war is causing the spike in diesel prices. If that were true, WTI would be higher. It's 20-25% lower than the higher earlier this year. The narrative that Iran is responsible for the increase in diesel prices is wrong.

https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptions

Record high export prices and throw in the ~$0.25 / gal EPA tax on domestic ULSD and every barrel available is going overseas.

Russia vs Ukraine and the disruption of crude movement in the strait are 100% driving current pricing.

HumbleAg04 said:

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https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptions

Record high export prices and throw in the ~$0.25 / gal EPA tax on domestic ULSD and every barrel available is going overseas.

Russia vs Ukraine and the disruption of crude movement in the strait are 100% driving current pricing.

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It's obvious from the graph above that supply from Russia and the Middle East has fallen off severely. The US has made up some of the difference but not enough, thus higher prices.

Bingo. We've had our remaining refineries running flat out, but a lot is getting exported. Diesel is one of those 'global commodities' unfortunately. Administration pointed this out again just this am:

U.S. Energy Secretary Chris Wright blames Ukraine and Biden for high gas prices.pic.twitter.com/acMcDhWUuZ

— Clash Report (@clashreport) September 6, 2026

It's interesting where diesel impacts folks disproportionately. I wouldn't have guessed Australia and Canada.

⛽🇦🇺 Australia burns more diesel per person than any OECD country.

At 1.10 tons of oil equivalent per capita, Australia sits almost double the OECD average.

Mining, agriculture and transport are the reasons why.

🇳🇴Norway is second at 0.90.

🇨🇦Canada follows at 0.75.

Both… pic.twitter.com/rTpdjMIdbT

— Jack Prandelli (@jackprandelli) September 6, 2026

[Do not bypass obscenity filters -- Staff]

Biden was a ****ing tard, no doubt. He's been out of office for at least 2 yrs now ( not officially, but YKWIM), the constant blame of "the last guy" gets tiresome. Especially when "the current guy" is doing his damnedest to goat **** things up worse.

reineraggie09 said:

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BrazosDog02 said:

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Ervin Burrell said:

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docb said:

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$145 to fill up my truck! I hope there is a plan to get this under control.

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A true Patriot would be thankful to pay that much. GOD BLESS YOU, DJT!!!

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Agreed. STICK TO THE PLAN! REMAIN STEADFAST IN MAKING AMERICA GREAT AGAIN.

But also this:

https://apnews.com/article/gas-diesel-prices-us-iran-war-ebd01b9773365ee40550dcfd7d3ebf87

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Again, I don't think the Iran war is causing the spike in diesel prices. If that were true, WTI would be higher. It's 20-25% lower than the higher earlier this year. The narrative that Iran is responsible for the increase in diesel prices is wrong.

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you have given no explanation as to the cause then. what's your cause?

just saying it's because you believe the oil price should be higher otherwise is just merely an opinion not based in any market understanding. the price of oil not being through the roof has more to do with falloff of China demand and countries buffering supply loss with their reserves

BigRobSA said:

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Biden was a ****ing tard, no doubt. He's been out of office for at least 2 yrs now ( not officially, but YKWIM), the constant blame of "the last guy" gets tiresome. Especially when "the current guy" is doing his damnedest to goat **** things up worse.

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Refineries can't be re-opened/rebuilt in a few months. It takes consistent governance. And we aren't protecting the Russian refineries. And Newsom (Democrat policies on a state-level) has continued to drive significant capacity reduction.

Quote:

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From the 2020 peak the decline is roughly 816,000 b/cd (about 4.3%). Recent losses (LyondellBasell Houston and Phillips 66 Los Angeles in 2025) account for most of the drop after 2024.

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Lyondell closure was planned prior to Trump's inauguration.

The Lyondell diesel refinery was closed due to their CEO (European) deciding to decrease their carbon footprint and go more green. He also had the Coker unit destroyed so it could not be used. But that's been offline for a while and diesel prices were still reasonable then.

Tropical storm shutting down refineries along the gulf coast is my hypothesis.

There is a decoupling of diesel prices from oil prices. If the fall off in global demand for oil has gone down (China in your example) then prices should be falling (oil per barrel is down) and yet diesel prices continue to go up. Has to be a refining issue.

If global demand is down then prices should be down unless there is a mismatch between raw and finished product. Decrease in demand/over supply for raw product OR increase in demand/decrease in supply for finished product.

Iran only affects the supply side on the raw oil. The market is telling me that isn't a problem. The problem has to be on the refining side, at least that is my supposition.

a mild tropical storm passing through east Texas for one day caused sustained high prices for months before it even arrived? OK.

Diesel prices jumped this week. I drive a diesel and fill up 2-3 times per week so I notice. This week's jump is due to the storm, IMO.


As for the last month, still think it's a refinery issue in general. Only way I can explain the decoupling of oil prices to finished product prices. Again, not my field which is why I asked the question.

nortex97 said:

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BigRobSA said:

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Biden was a ****ing tard, no doubt. He's been out of office for at least 2 yrs now ( not officially, but YKWIM), the constant blame of "the last guy" gets tiresome. Especially when "the current guy" is doing his damnedest to goat **** things up worse.

---

Refineries can't be re-opened/rebuilt in a few months. It takes consistent governance. And we aren't protecting the Russian refineries. And Newsom (Democrat policies on a state-level) has continued to drive significant capacity reduction.

Quote:

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From the 2020 peak the decline is roughly 816,000 b/cd (about 4.3%). Recent losses (LyondellBasell Houston and Phillips 66 Los Angeles in 2025) account for most of the drop after 2024.

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Lyondell closure was planned prior to Trump's inauguration.

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And, again, it's been almost 2 years. More than a few months.

We all know it takes time. We'll, it's been some time. Has anyone started working towards them getting up and running?

BigRobSA said:

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nortex97 said:

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BigRobSA said:

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Biden was a ****ing tard, no doubt. He's been out of office for at least 2 yrs now ( not officially, but YKWIM), the constant blame of "the last guy" gets tiresome. Especially when "the current guy" is doing his damnedest to goat **** things up worse.

---

Refineries can't be re-opened/rebuilt in a few months. It takes consistent governance. And we aren't protecting the Russian refineries. And Newsom (Democrat policies on a state-level) has continued to drive significant capacity reduction.

Quote:

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From the 2020 peak the decline is roughly 816,000 b/cd (about 4.3%). Recent losses (LyondellBasell Houston and Phillips 66 Los Angeles in 2025) account for most of the drop after 2024.

---

Lyondell closure was planned prior to Trump's inauguration.

---

And, again, it's been almost 2 years. More than a few months.

We all know it takes time. We'll, it's been some time. Has anyone started working towards them getting up and running?

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Again I think your perception of timelines for these projects are not in alignment with my own. Yes, is the short answer. Notably, the war on fossil fuels of the Biden administration continues in various corners, not just California, Europe, or Russia.

Specifically, America First Refining in Brownsville, Texas is the highest-profile new project. It's been publicly highlighted, since around March as the first major new U.S. refinery in around 50 years. Their planned capacity is about 168,000 bpd, designed for domestic light shale crude, producing gasoline, diesel and jet fuel. Construction start targets have been given as late 2027 after FEED. Mechanical completion is targeted for late 2028 with first full year of operations in 2029. That's just about as fast as a new refinery can be planned/constructed (in a red state), and I'd expect delays to follow, realistically.

The Lyondell facility is now going to be used to recycle plastics. There are some expansions such as a few hundred million in a Citgo Lake Charles facility (which also won't be implemented/completed until 2029) and if we do get a major deal for Canadian tar sands I'd expect more announcements but these things happen over the course of 5+ years, not on the basis of 20 months of policy change.

As Chris Wright stated this am on Fox News Sunday (too lazy to look this up for video), these are multi-decade investment decisions (including Venezuela) and it's not something that happens in a year or two, let alone a few months.

nortex97 said:

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BigRobSA said:

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nortex97 said:

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BigRobSA said:

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Biden was a ****ing tard, no doubt. He's been out of office for at least 2 yrs now ( not officially, but YKWIM), the constant blame of "the last guy" gets tiresome. Especially when "the current guy" is doing his damnedest to goat **** things up worse.

---

Refineries can't be re-opened/rebuilt in a few months. It takes consistent governance. And we aren't protecting the Russian refineries. And Newsom (Democrat policies on a state-level) has continued to drive significant capacity reduction.

Quote:

---

From the 2020 peak the decline is roughly 816,000 b/cd (about 4.3%). Recent losses (LyondellBasell Houston and Phillips 66 Los Angeles in 2025) account for most of the drop after 2024.

---

Lyondell closure was planned prior to Trump's inauguration.

---

And, again, it's been almost 2 years. More than a few months.

We all know it takes time. We'll, it's been some time. Has anyone started working towards them getting up and running?

---

Again I think your perception of timelines for these projects are not in alignment with my own. Yes, is the short answer. Notably, the war on fossil fuels of the Biden administration continues in various corners, not just California, Europe, or Russia.

Specifically, America First Refining in Brownsville, Texas is the highest-profile new project. It's been publicly highlighted, since around March as the first major new U.S. refinery in around 50 years. Their planned capacity is about 168,000 bpd, designed for domestic light shale crude, producing gasoline, diesel and jet fuel. Construction start targets have been given as late 2027 after FEED. Mechanical completion is targeted for late 2028 with first full year of operations in 2029. That's just about as fast as a new refinery can be planned/constructed (in a red state), and I'd expect delays to follow, realistically.

The Lyondell facility is now going to be used to recycle plastics. There are some expansions such as a few hundred million in a Citgo Lake Charles facility (which also won't be implemented/completed until 2029) and if we do get a major deal for Canadian tar sands I'd expect more announcements but these things happen over the course of 5+ years, not on the basis of 20 months of policy change.

As Chris Wright stated this am on Fox News Sunday (too lazy to look this up for video), these are multi-decade investment decisions (including Venezuela) and it's not something that happens in a year or two, let alone a few months.

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This post is spot on - if America First Refining achieves start up in 2029, that will be a record for fastest operation of a grass roots refinery after completion of FEED phase.

Others are also looking at Gulf Coast capacity expansion, driven by the current high margins, but they will take even longer.

it is also important to note that due to significant inflation since 2019 (thanks, Biden and those enabling all the fraud) we should be hitting record prices for diesel and gas. Stock market and wages are at record highs, so most can afford higher prices. Most of Trump's policies will drive down diesel and gas prices on an inflation adjusted basis long term