# US Diesel Supply Risks in the Era of Energy Security and Transition - Center on Global Energy Policy at Columbia University SIPA | CGEP %

> EU sanctions on Russian petroleum product exports take effect February 5, adding risk to diesel markets. US East Coast distillate inventories are low and the East Coast premium over the Gulf Coast has widened sharply. The analysis recommends strategic inventories to improve supply resilience.

- Date: 2023-01-31 · published 2023-01-31T12:00:00.000Z
- Category: geopolitics · region US · magnitude medium
- Page: https://feedsoft.ai/events/37970-us-diesel-supply-risks-in-the-era-of-energy-security-and-transition-center-on
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Low East Coast distillate stocks and the EU sanctions support diesel prices, raising freight and fuel costs for feed. Strategic reserves could limit future spikes.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2026-03-07 | [US pump prices surge as Iran war upends global energy supply \| Reuters](https://feedsoft.ai/events/5531-us-pump-prices-surge-as-iran-war-upends-global-energy-supply-reuters.md) | +10.4% | +19.4% |
| DIESEL | 2026-09-15 | [US diesel prices hit new all-time high amid global supply disruptions, strong demand \| S&P Global](https://feedsoft.ai/events/17656-us-diesel-prices-hit-new-all-time-high-amid-global-supply-disruptions-strong.md) | -1.7% | -4.1% |
| DIESEL | 2025-12-03 | [Geopolitical developments contribute to elevated diesel prices -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/21708-geopolitical-developments-contribute-to-elevated-diesel-prices-u-s-energy.md) | -2.0% | -8.4% |
| DIESEL | 2026-09-30 | [Market Talk \| Volatility Returns As Diesel Surges And Global Supply Chains Tighten](https://feedsoft.ai/events/17657-market-talk-volatility-returns-as-diesel-surges-and-global-supply-chains-tighten.md) | -6.2% | -4.4% |
| DIESEL | 2026-10-27 | [Crisis in Strait of Hormuz will not be last of its kind : Singapore Energy Minister Tan warns of energy supply risks](https://feedsoft.ai/events/952-crisis-in-strait-of-hormuz-will-not-be-last-of-its-kind-singapore-energy.md) | -3.9% | — |

## Sources

- energypolicy.columbia.edu: https://www.energypolicy.columbia.edu/us-diesel-supply-risks-in-the-era-of-energy-security-and-transition/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.