The David Lin Report · Tuesday, September 8, 2026
The United States is identified as the largest net exporter of diesel fuel globally. U.S. refineries are operating at exceptionally high capacities, shifting their product slate to prioritize diesel production in an effort to stabilize international markets amidst refinery attacks in other regions.
“David, the US is a huge net exporter of diesel. Uh, it is in fact, the largest net exporter of diesel.”
“And it is only because US refineries are running at unheard of velocities and shifting towards diesel in their product slate that the rest of the world isn't suffering even more.”