US refiner margins to stabilize next year as plant closures cut supply, EIA says

After 109 past bullish report events, ULSD / Diesel moved a median +0.2% over 5 sessions (51% higher; middle half -3.3% to +3.9%), and +0.3% over 20.

• Jun 21, 2022US refining capacity falls to lowest mark in 8 years amid record prices: EIA-3.3%
• Sep 17, 2025Summer diesel margins tighten with European supply shift - U.S. Energy Information Administration (EIA)-2.6%
• Oct 9, 2024US crude stocks rose last week, fuel inventories dipped as demand surged, EIA says-4.9%
• Jan 15, 2019Changes in marine fuel sulfur limits will put temporary upward pressure on diesel margins - U.S. Energy Information Administration (EIA)+2.6%
• Sep 28, 2021Fuel prices surge to nearly 7-year high | Overdrive+6.2%