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EIA data show U.S. refiners directing a larger share of output toward distillate and jet fuel amid strong middle-distillate margins. Distillate yields exceeded their five-year average from January through August, while gasoline yields remained below their five-year low; the figures describe product mix, not delivered fuel volumes or current retail prices.
A greater distillate share may support diesel availability, but it does not by itself prove that total output or supply reaching buyers has increased. The article gives no direct price signal, so the likely price effect is limited and depends on refinery throughput and distribution.
freightnews.netNov 10, 2026After 11 past neutral macro events, ULSD / Diesel moved a median +1.8% over 5 sessions (64% higher; middle half -0.6% to +4.1%), and +3.9% 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.
