# Refineries have shifted production away from gasoline to middle distillates

> 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.

- Date: 2026-11-05 · published 2026-11-05T15:08:03.711Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/81917-refineries-have-shifted-production-away-from-gasoline-to-middle-distillates
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

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.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2026-10-28 | [US crude and distillate inventories fall, gasoline stocks rise, EIA says By Reuters](https://feedsoft.ai/events/271-us-crude-and-distillate-inventories-fall-gasoline-stocks-rise-eia-says-by.md) | -4.2% | — |
| DIESEL | 2022-04-27 | [Oil Futures Mixed, ULSD Rallies on Tight Distillate Supply](https://feedsoft.ai/events/8168-oil-futures-mixed-ulsd-rallies-on-tight-distillate-supply.md) | +0.1% | -13.9% |
| DIESEL | 2022-04-19 | [EIA expects summer U.S. real gasoline and diesel prices to be the highest since 2014 -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/8172-eia-expects-summer-u-s-real-gasoline-and-diesel-prices-to-be-the-highest-since.md) | +5.7% | +12.9% |
| DIESEL | 2019-05-21 | [EIA Gasoline and Diesel Retail Prices Update, May 21, 2019 - Fuels Market News](https://feedsoft.ai/events/7393-eia-gasoline-and-diesel-retail-prices-update-may-21-2019-fuels-market-news.md) | -4.0% | -12.0% |
| DIESEL | 2020-05-28 | [EIA Gasoline and Diesel Retail Prices Update, May 27, 2020 - Fuels Market News](https://feedsoft.ai/events/53320-eia-gasoline-and-diesel-retail-prices-update-may-27-2020-fuels-market-news.md) | +9.7% | +21.9% |

## Sources

- eia.gov: https://www.eia.gov/todayinenergy/detail.php?id=68424

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