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diesel

September 2026 · 60 voices
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Entity · financial instrument

September 2026 · 60 of the 74 voices we track · 359 mentions

Sep 1 → Oct 1, 05:30 ET · Last update Oct 12, 04:56 ET (for the window to Sep 1, 05:30)

September 2026Live view →
Bullish

Discussion was dominated by a tightening diesel market, with constrained refining, logistics and trade flows pushing diesel cracks and refining margins sharply higher 11721. Speakers and posts linked the squeeze to Middle East disruption, Russian export restrictions and attacks on refining, while highlighting rising import demand and regional dislocation 41015. The main qualification was that the US Northeast diesel crack above $100/bbl is unusually regional, although Tracy Shuchart said broader global cracks were also rising 20.

From the window to Sep 1, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 14 voices

2 bearish12 bullish

Strongly bearish

  • DODoombergStrongly bearish Doomberg expects a long-term diesel glut, saying you won't be able to give away diesel. “Long term, glut. You won't be able to give away diesel in the long term” ▶ 26:43 DOOMBERG | All roads lead to the printer! · 27 Sept

Bearish

  • JBJavier BlasBearish Blas expects diesel prices for road use to fall by roughly 60 cents a gallon nationwide if all states adopt the dyed diesel measure. “the measure could reduce diesel prices for road uses (mostly freight) by ~60 cents per gallon across the country if all states implement it” Open the post The White House seems to be passing the diesel h… · 29 Sept

Bullish

  • MCMike CastleBullish Castle says diesel prices have kept rising and the diesel-to-corn relationship is the worst in about 20 years. “It's just continued to rise, right? So even if you didn't like it a dollar ago, you're going to like it less today.” ▶ 7:44 Diesel Export Ban Talk Is Moving Prices More Tha… · 29 Sept
  • ETElizabeth ThomasBullish A diesel export ban likely raises inflation over time rather than lowering it. ▶ 23:20 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
  • IGIsabela GarciaBullish Diesel sales seasonally accelerate between August and October in Brazil, pulling bi-diesel along. “Diesel sales seasonally accelerate between August and October here in Brazil, pulling bi-diesel along with them” ▶ 0:40 Brazil Soybean Oil Firms as Some Crushers Run at… · 27 Sept
  • MEMichael EveryBullish Diesel prices are already at record levels and the longer the refinery disruptions go on, the worse it gets. “you are starting to see record diesel prices, not just in the U.S.” ▶ 10:58 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
  • MSMarco SaggeseBullish European diesel prices have been driven higher by an unprecedented crude-to-gas oil spread and fear-driven supply worries. “the continued rise in the spread between the crude and gas oil reaching unprecedented levels has driven prices up generally throughout Europe” ▶ 0:49 Europe's Diesel Shock Deepens as Trump Backs Exp… · 24 Sept
  • Tracy Shuchart (𝒞𝒽𝒾 )Bullish Pulling US barrels off the export market would raise the global diesel price rather than lower it. “Pulling US barrels off that market does not lower the global price, it raises it” Open the post This headline today seems to have many frazzled:… · 15 Sept

Strongly bullish

  • RJRory JohnstonStrongly bullish Diesel prices will stay high or keep rising until the overall economy slows enough to destroy demand. ▶ 39:55 The Shocking Reason Gas Prices Can’t Come Down A… · 30 Sept
  • AHAlex HodesStrongly bullish Hodes sees more upside than downside for diesel prices in the near term, with a lot of upside price risk. “I still see there's still a lot of things on the market that leave me more bullish on diesel than anything.” ▶ 11:35 Diesel Export Ban Talk Is Moving Prices More Tha… · 29 Sept
  • JKJohn KempStrongly bullish Kemp expects talk of a diesel export ban to push diesel prices higher and worsen shortages by encouraging hoarding and preemptive exporting. “Talking openly about a diesel export ban before or without imposing one is likely to make price rises and shortages even worse” Open the post Dysfunctional policymaking: Talking openly about… · 23 Sept
  • TKThe Kobeissi LetterStrongly bullish The Kobeissi Letter expects US diesel prices to keep setting record highs. “We expect more record highs in diesel prices ahead.” Open the post It's official. US diesel prices are now above $… · 21 Sept
  • AAAnas AlhajjiStrongly bullish Alhajji expects global diesel prices to keep surging on the Strait of Hormuz disruption, with US exports drawing inventories to historic lows and adding upward pressure. “surging global diesel prices—driven by the ongoing disruption in the Strait of Hormuz—will incentivize even higher US diesel exports” Open the post ⭕️Here is what I wrote on March 13 about diesel … · 15 Sept
  • JCJeffrey Currie ++Strongly bullish Diesel set record highs last week and product prices are where the crisis shows. “record-high diesel last week” Open the post We’re in a critical situation right now - there’… · 8 Sept
Export ban and policy 4 voices

1 bearish3 bullish

Bearish

  • JBJavier BlasBearish Blas expects diesel prices for road use to fall by roughly 60 cents a gallon nationwide if all states adopt the dyed diesel measure. “the measure could reduce diesel prices for road uses (mostly freight) by ~60 cents per gallon across the country if all states implement it” Open the post The White House seems to be passing the diesel h… · 29 Sept

Bullish

  • ETElizabeth ThomasBullish A diesel export ban likely raises inflation over time rather than lowering it. ▶ 23:20 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
  • Tracy Shuchart (𝒞𝒽𝒾 )Bullish Pulling US barrels off the export market would raise the global diesel price rather than lower it. “Pulling US barrels off that market does not lower the global price, it raises it” Open the post This headline today seems to have many frazzled:… · 15 Sept

Strongly bullish

  • JKJohn KempStrongly bullish Kemp expects talk of a diesel export ban to push diesel prices higher and worsen shortages by encouraging hoarding and preemptive exporting. “Talking openly about a diesel export ban before or without imposing one is likely to make price rises and shortages even worse” Open the post Dysfunctional policymaking: Talking openly about… · 23 Sept
Supply tightness and shortages 4 voices

1 bearish3 bullish

Strongly bearish

  • DODoombergStrongly bearish Doomberg expects a long-term diesel glut, saying you won't be able to give away diesel. “Long term, glut. You won't be able to give away diesel in the long term” ▶ 26:43 DOOMBERG | All roads lead to the printer! · 27 Sept

Bullish

  • MEMichael EveryBullish Diesel prices are already at record levels and the longer the refinery disruptions go on, the worse it gets. “you are starting to see record diesel prices, not just in the U.S.” ▶ 10:58 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept

Strongly bullish

  • AAAnas AlhajjiStrongly bullish Alhajji expects global diesel prices to keep surging on the Strait of Hormuz disruption, with US exports drawing inventories to historic lows and adding upward pressure. “surging global diesel prices—driven by the ongoing disruption in the Strait of Hormuz—will incentivize even higher US diesel exports” Open the post ⭕️Here is what I wrote on March 13 about diesel … · 15 Sept
  • JCJeffrey Currie ++Strongly bullish Diesel set record highs last week and product prices are where the crisis shows. “record-high diesel last week” Open the post We’re in a critical situation right now - there’… · 8 Sept
Crack spreads and futures pricing 2 voices

2 bullish

Bullish

  • MCMike CastleBullish Castle says diesel prices have kept rising and the diesel-to-corn relationship is the worst in about 20 years. “It's just continued to rise, right? So even if you didn't like it a dollar ago, you're going to like it less today.” ▶ 7:44 Diesel Export Ban Talk Is Moving Prices More Tha… · 29 Sept
  • MSMarco SaggeseBullish European diesel prices have been driven higher by an unprecedented crude-to-gas oil spread and fear-driven supply worries. “the continued rise in the spread between the crude and gas oil reaching unprecedented levels has driven prices up generally throughout Europe” ▶ 0:49 Europe's Diesel Shock Deepens as Trump Backs Exp… · 24 Sept
Demand and the economy 2 voices

2 bullish

Bullish

  • IGIsabela GarciaBullish Diesel sales seasonally accelerate between August and October in Brazil, pulling bi-diesel along. “Diesel sales seasonally accelerate between August and October here in Brazil, pulling bi-diesel along with them” ▶ 0:40 Brazil Soybean Oil Firms as Some Crushers Run at… · 27 Sept

Strongly bullish

  • RJRory JohnstonStrongly bullish Diesel prices will stay high or keep rising until the overall economy slows enough to destroy demand. ▶ 39:55 The Shocking Reason Gas Prices Can’t Come Down A… · 30 Sept

2 bearish12 bullish

Also asked

Policy 4 voices← against · for →

4 against

Strongly against

  • SHSteve H. HankeStrongly against Hanke strongly opposes banning diesel exports, saying the US has a surplus and it makes no sense. “No, that's the stupidest thing, because we produce a lot more diesel than we consume in the United States” ▶ 34:23 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
  • ALArthur LafferStrongly against Laffer opposes banning diesel exports, saying restrictions make things worse and markets should handle it. ▶ 0:00 Art Laffer On Bond Market MELTDOWN: How Bad Coul… · 24 Sept
  • Tracy Shuchart (𝒞𝒽𝒾 )Strongly against She opposes a diesel export ban, arguing it would raise global prices and cut US refining runs rather than help. “An export ban on deisel would have the OPPOSITE effect as intended, imho.” Open the post This headline today seems to have many frazzled:… · 15 Sept

Against

  • MEMichael EveryAgainst A 90-day US diesel export ban would create chaos and blowback, and energy-sector experts should oppose it. “you would be opposed to that measure as a headline act” ▶ 8:26 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
Risk 3 voices← rising · easing →

3 rising

Risk rising sharply

  • JBJavier BlasRisk rising sharply Europe faces mounting pressure on diesel supply from multiple directions. “Europe is finding itself sandwiched from all sides when it comes to refined products — diesel in particular” Open the post Europe is finding itself sandwiched from all sid… · 1 Oct
  • RJRory JohnstonRisk rising sharply The diesel market is at the steepest part of the pricing curve, so small volume losses can double crack spreads overnight. ▶ 42:23 The Shocking Reason Gas Prices Can’t Come Down A… · 30 Sept

Risk rising

  • MEMichael EveryRisk rising A genuine, really serious global diesel crisis is possible if the geopolitics and policy responses go wrong. “you can make a realistic prognosis that a genuine, really serious diesel crisis is possible” ▶ 15:43 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept

Mentions

359 in September 2026
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Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

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