Diesel's retail-wholesale spread is 1.639, its widest reading of the past 30 days

Diesel is 6.529, sitting right at the top of its 30-day range and up 15.5 percent over the month. The number that matters more for your street margin is the retail-wholesale spread: 1.639 now, the widest it has been in the past 30 days. The spread is the gap between what you pay at the rack and what the pump collects, and it has moved in the retailer's favor. If you have held your street price up while the rack lagged, that is where the extra margin came from.

Gasoline tells the same story from the pump side. It is 4.61, at the 99 percent mark of its own 30-day range, up 9.3 percent. Both fuels are priced near the highest they have been in a month, so replacement cost on your next load is going to look steep against inventory you bought earlier.

The crack spread cuts the other way. The 3:2:1 is 59.31, down 11.06 over 30 days. Refiners are making less per barrel of crude they run even as pump prices climb, because crude itself moved up. WTI is 92.41 and Brent is 97.44, both up double digits on the month. When crude rises faster than the refined product it feeds, the refiner's cut narrows, and that is what the tighter crack is showing.

Natural gas storage is 3351, near the top of its 30-day range at the 99 percent mark, with the high at 3364. Henry Hub is 3.225 and up 13.5 percent. Storage this full this late could cap how much more gas prices run, though a cold snap may pull it down fast. Worth watching if you price anything off gas.