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U.S. refiners averaged gasoline yields below 45% from January through August, below the five-year low for each month, according to the EIA. They shifted production toward diesel and jet fuel, where margins were higher amid constrained global supplies; jet-fuel yields exceeded 12% from March through August.
Higher refinery output of distillates can add to diesel supply and temper price pressure, although the article says global supplies remain constrained. The shift also reduces gasoline output, but gasoline is not among the available commodity symbols.
thebostonreport.comPeter KlauszNov 8, 2026After 86 past bearish report events, ULSD / Diesel moved a median -0.9% over 5 sessions (37% higher; middle half -4.3% to +0.9%), and +0.4% 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.
