Old McDonald said:

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Rapier108 said:

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For whatever its worth, according to Reuters, there is no ban coming.

https://www.reuters.com/business/energy/us-diesel-futures-fall-after-report-export-ban-plan-which-white-house-denies-2026-09-23/

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god bless whoever leaked the plan to the press and thereby forced them to scrap it after the blowback

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It doesn't mean anything. With Trump you never know what he will do. Heck his own staff didn't know about the $5000 checks

The whole U.S. energy industry plus two key businesses associations (the U.S. Chamber of Commerce and the National Association of Manufacturers) have sent a joint letter to President Trump urging him against limits of diesels exports.

Unprecedented for a Republican White House. pic.twitter.com/LNmcIv76E9

— Javier Blas (@JavierBlas) September 23, 2026

At $6.00 a barrel
That is less than 5%.
Pretty sure that is not going to move the needle

Who?mikejones! said:

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Awesome. Great timing on my part to start a job an hour away!

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Time to get that Tesla you've always wanted.

This is a rock stupid idea. Still hoping it is either (a) fake news or (b) Trump flips on it after getting all the push back.

If Diesel production is at an all time high, why is the price so high?

agracer said:

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If Diesel production is at an all time high, why is the price so high?

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Russian diesel production hurt by Uke bombings. Middle eastern crude supplies (feedstock) limited so higher price. Most US gulf coast production exported so it's filling that global demand. Lots of factors.

agracer said:

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If Diesel production is at an all time high, why is the price so high?

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Because we are sending a lot of it (1.7 to 1.9 million barrels a day) to Europe (about half of their requirements, India also provided a lot).

Quote:

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Official EIA monthly destination data for August had not yet been published as of late September 2026. Total US distillate exports (mostly diesel) for the month were reported around 54 million barrels (~1.75 million b/d), a record, with Europe as a primary destination amid tight global supplies.

Weekly EIA data showed total US distillate exports peaking near 1.9 million b/d in early August, with many cargoes headed to northwestern Europe.

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They've cheered/funded their gas station getting bombed, and it has now become a problem for American consumers. There are quite a few ironies in the whole situation, though again the notion of 'solving' any of this problem with a diesel export ban is ridiculous.

Nothing happens overnight and unfortunately, with our Iran sitch and FJB's NO to everything petroleum, we are having to use drastic measures to save ourselves politically.

Investment is the answer and that takes time to yield the desired outcome. We need new refineries and supply. Remove all regulatory. Incentivize the industry to grow. Make it politics proof for 20 years and pray we win in 2028.

It's pretty obvious our european enemies don't want to do anything that could lower diesel prices here.

NEW: The Trump administration has told France and Germany to release emergency diesel stocks or risk a U.S. diesel export ban.

The U.S. wants the EU to release about 120 million barrels of diesel over six months as Trump seeks to lower fuel prices ahead of the November midterms.… pic.twitter.com/xOWvtwy0Pa

— Clash Report (@clashreport) October 1, 2026

A targeted export ban for France, Germany and the UK might make some sense imho (and probably the netherlands which is a hub for the globalist EU).

ETA, possible hopeful sign.

EU COORDINATES POTENTIAL MASSIVE DIESEL STOCK RELEASE

The EU is coordinating a joint position on releasing emergency diesel reserves after the U.S. requested European action to ease fuel prices and avert a potential export ban.

Reuters reports Washington is seeking a 120…

— *Walter Bloomberg (@DeItaone) October 1, 2026

Grok;

Quote:

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Germany, France, Spain, Netherlands and Belgium hold the largest remaining diesel/product stocks in Europe.

Many EU countries still report 80-100+ days of overall emergency oil cover (Finland highest). Europe has drawn relatively little from strategic diesel reserves so far, relying instead on US imports and earlier crude releases. IEA notes ~80% of emergency stocks remain available.

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IndividualFreedom said:

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Nothing happens overnight and unfortunately, with our Iran sitch and FJB's NO to everything petroleum, we are having to use drastic measures to save ourselves politically.

Investment is the answer and that takes time to yield the desired outcome. We need new refineries and supply. Remove all regulatory. Incentivize the industry to grow. Make it politics proof for 20 years and pray we win in 2028.

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Drill baby drill
Doesn't work and neither will this at the end of the day making diesel is not profitable enough to build excess refining capacity Prior to Russia invading Ukraine there was plenty of global refining capacity

The problem is Trump was unable to fulfill the campaign promise of ending the Russia Ukraine war. With one major conflict that affects global O&G markets was still going. He went full ****** and started another one.

Trump made the same mistake W made. Instead of wrapping up the current war he decided I will just topple a regime which has been preparing for this conflict for decades then "take the oil"

Both thought they could easily topple very militant regimes and break OPEC with the new reserves that would be under American control There are plenty of dangerous regimes The US only tries to topple the ones that have resources we need.

CHART OF THE DAY: Europe (EU+UK) is buying near record amount of diesel from US refiners, leaving the region quite vulnerable to White House's policy. (The chart is with monthly data up to July, and probably August and September data would be higher.) pic.twitter.com/NRLkISbqBd

— Javier Blas (@JavierBlas) October 1, 2026

Not sure if this should be here or on the 'europe is screwed' thread but they are now fully dependent on what Trump decides to do imho. China has cut off exports of diesel thru end of October. Nothing from Saudi or Russia this month for them, and they only refine a fraction of what they consume.

🚨Washington is using its diesel as leverage.

The 🇺🇸US has told 🇫🇷France and 🇩🇪Germany to release their emergency diesel stocks or face a possible US export ban.

Reuters cites 3 sources.

-A European source says the ask is 120M barrels over six months, about 660k b/d.

-US… pic.twitter.com/dFFqInyImY

— Jack Prandelli (@jackprandelli) October 1, 2026

The major European powers (LOL) do have an 80-110 day stock of refined products required though. I think they have refused to tap into that to play some politics, but really won't have a choice if the US implements any kind of restrictions to Europe now. They've been cutting imports left and right, but doing absolutely nothing to improve their domestic production.

Im so disappointed Trump hasn't fulfilled his promise to cure cancer either.