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EIA data through August 2026 show US refinery gasoline yields falling below their 2021-2025 five-year low throughout the year. Refiners have moved output into distillate fuel oil and jet fuel, where margins are higher because of constrained supply.
Shifting refinery output toward distillates tightens diesel and jet supply relative to gasoline, which supports diesel prices and the cost of fuel and freight for feed buyers.
eia.govNov 5, 2026After 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.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
