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EPA Administrator Lee Zeldin's November 10 letter renews an emergency waiver effective November 14 through December 3. It temporarily lifts the 15 ppm federal ultra-low sulfur diesel standard and Texas' TXLED requirement, allowing diesel up to 500 ppm sulfur for certain older engines.
The waiver widens the legal diesel supply in Texas during an extreme fuel shortage, which may ease local tightness. The effect on wider diesel prices is likely limited because it covers only a single state and a short window.
docklinemagazine.comJane LongNov 14, 2026After 21 past bearish policy events, ULSD / Diesel moved a median -2.4% over 5 sessions (38% higher; middle half -6.5% to +4.7%), and -1.1% 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.
