The diesel shortage is the main story in the energy market, with the U.S. Northeast refineries unable to make up for shortages due to the Jones Act preventing floatation of diesel on foreign boats from southern refineries, creating structural supply constraints that keep crack spreads and calendar spreads wide despite inventory drawdowns.
causalpending
Speaker
Tony GreerEvidence Quote
“the main story in town is the shortage in diesel fuel you know and you went out you went through explaining how the Northeast refineries aren't able to make up for um some of the shortages and refining capacity because we're not allowed to float it on boats um up from the south on foreign boats due to the Jones act”
Created: 8/10/2026, 11:14:06 PM
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