Fuel Data Portal Weekly: October 05, 2026
WTI Crude $90.64 · Brent Crude $102.13 · RBOB Gasoline $3.32 · ULSD (Diesel) $4.53 · Henry Hub Gas $3.02 · U.S. Diesel $6.38 · 3:2:1 Crack $65.70/bbl
Trump weighs a temporary diesel export ban as diesel prices hit record highs
California pump prices aside, the story US operators need to watch is in Washington: Trump said he is "very seriously" considering a temporary ban on diesel exports as the global supply crunch worsens. Reports put the pause at 90 days.
Oil & Refining
Brent hits $107.24, WTI $94.10 as war fears return and Washington floats a temporary diesel ban
Crude opened the week higher after President Trump rejected the peace deal Iran put on the table at the UN General Assembly last week. Brent was trading at $107.24 a barrel, with WTI at $94.10.
Also worth reading
- Europe’s Diesel Woes Just Got Even Worse OilPrice.com
- Who Gets the Next Barrel? GN: Diesel prices
- OPEC+ holds November oil production targets steady as supply remains constrained World Oil
Jobbers & Wholesale
Trump says he is seriously considering a diesel export ban as global supply tightens
President Trump said he is "very seriously" considering a ban on US diesel exports, according to CNBC, as a global supply crunch worsens. For anyone who moves fuel for a living, that comment matters more than anything else this week.
Also worth reading
- OPEC+ holds November oil production targets steady as supply remains constrained World Oil
- China Crude Oil Imports Seen Flat as Brent Above $100, Iranian Supply Dries Up - News and Statistics GN: Refinery
- Exclusive: Trump's Diesel Price Dilemma isn't About Supply — Expert Says It's Because 'Fuel is in the Wro GN: Diesel prices
Freight & Haulers
Trump weighs 90-day diesel export ban as Goldman warns gasoline could climb
The White House is looking hard at a temporary ban on US diesel exports, and Goldman Sachs says the move would cut diesel prices at first and then work against fuel buyers.
Also worth reading
- Europe’s Diesel Woes Just Got Even Worse OilPrice.com
- MOF Catalyst Turns Oleic Acid into Biodiesel with 93.9% Conversion Biofuels topic (GN)
- Bipartisan Senate Bill would extend small biodiesel producer tax credit Biofuels topic (GN)
C-Store & Retail
Pump prices fell just over 16 cents last week as Goldman warns a diesel export ban could lift gasoline
Pump prices fell just over 16 cents a gallon in the past week. For a retailer, a drop that fast is usually a good week on the forecourt, because the street price comes down slower than the cost of the fuel sitting behind it.
Also worth reading
- Government trims price at pump days after it reached record high GN: Fuel tax
- Pain at the pump: NC’s top lawmakers announce plan to come back for a special session on fuel prices GN: Diesel prices
- ‘It’s enraging’: lawmakers call for action after Guardian investigation into convenience store overcharges C-store fuel topic (GN)
Biofuels & Renewables
American biodiesel and ethanol are winning foreign markets because those governments won't shut the door
US biofuel is finding buyers abroad in the two places you'd expect resistance, and the governments there just declined to block it. Britain looked at cheaper American biodiesel landing on its shores and decided against putting duties on it.
Also worth reading
- MOF Catalyst Turns Oleic Acid into Biodiesel with 93.9% Conversion Biofuels topic (GN)
- Bipartisan Senate Bill would extend small biodiesel producer tax credit Biofuels topic (GN)
- US heating oil prices set to jump 50% this winter: Why millions of Americans face $900 higher bills | Hindustan Times GN: Propane / heating oil
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