Publications: Notes at the Margin

The Distillate Squeeze (August 21, 2023)


The world confronts yet another fall and winter with potentially high distillate (heating oil/diesel) prices. From October 2023 to March 2024, we could see the highest diesel margins on record. A major hurricane that shuts down US Gulf Coast refineries could turn a terrible situation into a catastrophe. Retail diesel fuel consumers in certain areas could pay more than $10 per gallon.


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