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U.S. refinery data showed gasoline yields averaged below 45% from January through August 2026, below their five-year historical range. Distillate yields, including diesel and jet fuel, stayed above their five-year average as refiners favored products with stronger margins and demand.
A shift toward distillates can support diesel availability, but the article also describes limited international supplies and strong demand that are sustaining high distillate margins. Higher diesel costs can increase agricultural production and freight expenses.
siouxvalleycoop.comNov 9, 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.
