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Trade & Logistics

18 August 2026

Some Diesel Analysts Are Warning of a Supply Crunch Nobody in Washington Is Talking About. Here Is What Holds Up, and What It Could Mean for Q4.

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Source reporting: FreightWaves

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Some Diesel Analysts Are Warning of a Supply Crunch Nobody in Washington Is Talking About. Here Is What Holds Up, and What It Could Mean for Q4.

You have probably noticed something strange lately. The news keeps saying oil prices are calm, even falling, with crude sitting below $100 a barrel. And yet your diesel fuel bill keeps climbing. That disconnect is not your imagination, and there is a single number that explains it. It is called the diesel crack spread, and it just did something it has never done before.

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