The Kobeissi Letter
The Kobeissi Letter|9月 18, 2026 03:59
BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues. This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season. We expect to see diesel prices push toward $7.00/gallon.
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