# China Diesel Exports May Fall as Stocks Hit 2011 Low

> China’s diesel exports could fall below 800,000 tonnes in November, down from 1.8 million tonnes in September, as commercial inventories fell to 11.1 million tonnes at the end of October—their lowest level since records began in 2011. The reported inventory decline reflects earlier exports, steady domestic demand and lower-than-expected refinery production, while domestic wholesale prices rose to their highest level since 2018.

- Date: 2026-11-08 · published 2026-11-08T15:08:14.259Z
- Category: trade · region China · magnitude medium
- Page: https://feedsoft.ai/events/87643-china-diesel-exports-may-fall-as-stocks-hit-2011-low
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Lower inventories and strong domestic prices may lead Chinese refiners to limit exports, reducing diesel availability in overseas markets. That tighter export supply could support diesel prices, although the November shipment figure remains a forecast.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2022-03-28 | [US exports more diesel as global shortage fuels competition](https://feedsoft.ai/events/42444-us-exports-more-diesel-as-global-shortage-fuels-competition.md) | -18.2% | +0.1% |
| DIESEL | 2021-10-22 | [China's CNOOC makes rare diesel imports, trading sources say](https://feedsoft.ai/events/44752-china-s-cnooc-makes-rare-diesel-imports-trading-sources-say.md) | -1.6% | -6.6% |
| DIESEL | 2024-07-24 | [US diesel exports to Europe hit record high despite lackluster demand](https://feedsoft.ai/events/29466-us-diesel-exports-to-europe-hit-record-high-despite-lackluster-demand.md) | -3.1% | -6.7% |
| DIESEL | 2023-09-29 | [Distillate summary: China, India spook diesel markets](https://feedsoft.ai/events/34296-distillate-summary-china-india-spook-diesel-markets.md) | -12.8% | -8.4% |
| DIESEL | 2019-12-30 | [Viewpoint: California to maximize EPA diesel, exports \| Latest Market News](https://feedsoft.ai/events/55747-viewpoint-california-to-maximize-epa-diesel-exports-latest-market-news.md) | -1.0% | -16.4% |

## Sources

- polandinsight.com: https://polandinsight.com/china-diesel-exports-stocks/

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