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East Coast distillate stocks fell to 19.3 million barrels in the week ending August 28, 2026, the lowest weekly level since 1990; October stocks also set a record low for that month. Despite the drawdown and a Department of Energy release from the Northeast heating oil reserve, East Coast diesel prices remained below those elsewhere in the country, which the report says does not indicate a shortage yet.
Low inventories could make regional diesel supply more vulnerable to disruption, potentially lifting fuel and freight costs if prices begin to reflect scarcity. The current regional price discount suggests that premium has not yet emerged.
thevaultreport.comByShovel Research DeskNov 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.
