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Started By
Message
Autumn is the least convenient time of the year to have record high diesel prices
Posted on 9/27/26 at 10:34 am
Posted on 9/27/26 at 10:34 am
We are getting into peak diesel season globally which means one of 3 things
1. Cost push inflation of diesel makes a number of products more expensive
2. We face actual shortages
3. Demand destruction will put a cap on the upper bound of diesel pricing
It's quite obvious to everyone that neither one of the above is an inherently good thing
It's worth noting that on an inflation adjusted basis we have dealt with higher diesel prices before in 2008.
What drives diesel demand this time of year? Typically 3 things: Harvest season, heating oil requirements (heating oil is chemically similar to diesel as both are distillates and pull from the same supply). Then retail and freight shipping. Retailers stock up on inventory ahead of holidays adding to freight demand.
This isn't all due to the Iran conflict. The Russia/Ukraine conflict is also having an impact.
One good take away - thankfully so far we've had a quiet hurricane season and hopefully that continues to hold. We definitely don't need any natural disasters affecting any gulf coast refining capacity.
Do what you will with this information.
1. Cost push inflation of diesel makes a number of products more expensive
2. We face actual shortages
3. Demand destruction will put a cap on the upper bound of diesel pricing
It's quite obvious to everyone that neither one of the above is an inherently good thing
It's worth noting that on an inflation adjusted basis we have dealt with higher diesel prices before in 2008.
What drives diesel demand this time of year? Typically 3 things: Harvest season, heating oil requirements (heating oil is chemically similar to diesel as both are distillates and pull from the same supply). Then retail and freight shipping. Retailers stock up on inventory ahead of holidays adding to freight demand.
This isn't all due to the Iran conflict. The Russia/Ukraine conflict is also having an impact.
One good take away - thankfully so far we've had a quiet hurricane season and hopefully that continues to hold. We definitely don't need any natural disasters affecting any gulf coast refining capacity.
Do what you will with this information.
Posted on 9/27/26 at 10:40 am to Powerman
Well, we certainly know the effects it has on chicken wing prices.
Posted on 9/27/26 at 10:45 am to Powerman
Breaking News: Being at war sucks
Posted on 9/27/26 at 10:47 am to Timeoday
quote:
Well, we certainly know the effects it has on chicken wing prices.
The chicken wing prices are the last straw for me.
I'm voting for the communists!
Posted on 9/27/26 at 11:01 am to 3rdDOWN
quote:
Breaking News: Being at war sucks
Especially when they're voluntary and stupid wars
Posted on 9/27/26 at 11:39 am to Powerman
They just need to roll back the EPA rules on sulphur content in diesel to pre-1993 levels and then it would be a lot cheaper than gasoline like it used to be.
Climate clowns are responsible for a good chunk of inflation due to this bullshite. Diesel should be $.50 less than gas’s.
$3.28 instead of $6.20 would make a big difference I would think.
Climate clowns are responsible for a good chunk of inflation due to this bullshite. Diesel should be $.50 less than gas’s.
$3.28 instead of $6.20 would make a big difference I would think.
This post was edited on 9/27/26 at 11:42 am
Posted on 9/27/26 at 11:40 am to Kjnstkmn
quote:
They just need to roll back the EPA rules on sulphur content in diesel to pre-1993 levels and then it would be a lot cheaper than gasoline like it used to be.
You know that isn't happening
And it's a stupid solution anyway
Posted on 9/27/26 at 11:45 am to Powerman
Now half measures, make sulphur in diesel great again, roll some coal
Loading Twitter/X Embed...
If tweet fails to load, click here. This post was edited on 9/27/26 at 11:45 am
Posted on 9/27/26 at 11:48 am to Kjnstkmn
Who was forced into a car they never wanted?
Posted on 9/27/26 at 11:52 am to Powerman
Some of our refineries will go into turnarounds as well, but I bet that’s priced in the forecast already for the traders.
Posted on 9/27/26 at 11:52 am to Powerman
Thanks Ukraine for blowing up Russian refineries!!
This post was edited on 9/27/26 at 11:54 am
Posted on 9/27/26 at 11:53 am to Powerman
A new and exciting fuel price thread!!!!
Was oh so needed and timely.
Was oh so needed and timely.
Posted on 9/27/26 at 11:56 am to Powerman
If only Kamala and Tampon Tim were in charge everything would be great.
Trannies parading around the White House lawn with their tits out, 10 million more illegals draining social services, Everyone is GAY, no country would fear us, crime rates in record numbers.
But Meh Gas Prices
Trannies parading around the White House lawn with their tits out, 10 million more illegals draining social services, Everyone is GAY, no country would fear us, crime rates in record numbers.
But Meh Gas Prices
This post was edited on 9/27/26 at 11:57 am
Posted on 9/27/26 at 12:11 pm to Kjnstkmn
quote:
They just need to roll back the EPA rules on sulphur content in diesel to pre-1993 levels and then it would be a lot cheaper than gasoline like it used to be.
There is a nice drop in lung cancer cases/deaths YoY that aligns perfectly with the early 1990s air emissions standards.
LINK
Posted on 9/27/26 at 12:32 pm to Timeoday
quote:
Well, we certainly know the effects it has on chicken wing prices.
quote:
Wholesale chicken wing prices in the U.S. are down sharply — about 28–32% lower than 2019 and 66% below pandemic-era highs — with early 2026 wholesale around $1.12/lb and retail fresh wings near $3.47/lb
but they aint going down at the eateries and bars.
Posted on 9/27/26 at 12:38 pm to Powerman
Gas and diesel are both down .25 in N TX from early this week. Chicken and several other items including eggs are down when I went to Wal Mart this week from last week. I have found Wal Mart is usually the first to drop prices when they are on their way down then the other chains will follow.
Posted on 9/27/26 at 1:14 pm to stlslick
I just know that 85,000 +/- chicken wings can be transported in a tractor trailer rig that is currently spending about $1,200 per 300 gallon fill up. So, my wife and I are setting aside 1 wing per dozen per bag we freeze to save dollars and trim waistline.
I know I know, we must eat a thousand wings a week, right?

I know I know, we must eat a thousand wings a week, right?
Posted on 9/27/26 at 1:15 pm to Kjnstkmn
quote:
Now half measures, make sulphur in diesel great again, roll some coal
Right...let's cause harm to public health to compensate for our idiotic foreign policy
This is absolutely retarded

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