The Russia-Ukraine war and the Iran war have slowed or, in some cases, halted oil flows through their respective regions, tightening the worldwide supply of diesel.<\/p>\n
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Ellen Schmidt\/AP<\/p>\n
A pump displays the price of diesel at a gas station in Minneapolis, Sept. 4, 2026, as diesel prices in the U.S. continue to rise. The average gallon of diesel costs nearly 75 percent more than it did this time in September 2025.<\/p>\n
In 2023, Russia stiffened its supply of refined-product export controls.<\/p>\n
In the meantime, Russian attacks on Ukraine\u2019s energy infrastructure targeted its refineries. Ukrainian counterattacks against Russian refineries have also sparked fuel shortages. In response to those attacks, Moscow banned diesel exports until October to stabilize its supply.<\/p>\n
Hoping to prevent an energy crisis, President Donald Trump last week urged Ukrainian President Volodymyr Zelenskyy to call off strikes against Russian oil refineries, saying they were \u201churting the world.\u201d<\/p>\n
Mr. Zelenskyy agreed, provided the Kremlin does not strike Ukrainian energy infrastructure or civilian areas. No agreement has been reached.<\/p>\n
But the war in Ukraine \u201cis only a part of the story,\u201d writes Benjamin L. Schmitt, a senior fellow at the University of Pennsylvania, in a recent energy analysis. He notes that the United States has also played a role in the energy crisis, striking Iran\u2019s<\/a> energy infrastructure repeatedly since its attack began in February.<\/p>\n Amira Karaoud\/Reuters\/File<\/p>\n Farmers harvest a wheat field in Shelbyville, Kentucky, June 29, 2021. This year, sharp increases in the price of diesel fuel make it more expensive for farmers to operate, which leads to higher prices for food consumers.<\/p>\n Market disruptions \u201chave stemmed from Iran\u2019s closure of the Strait of Hormuz for much of this year, which has led to rising global prices and market instability, including in the diesel market,\u201d Dr. Schmitt writes.<\/p>\n Last month, the International Energy Agency reported<\/a> that 7.6 million barrels of oil per day were flowing through the Strait, 13.1 million barrels less than the average for August 2025.<\/p>\n How does this affect the economy and national security?<\/p>\n When gasoline prices rise, people try to limit how much they drive, reducing fuel demand. \u201cWe\u2019ve never discovered that point with diesel,\u201d says Thomas Kloza, Gulf Oil\u2019s chief energy adviser.<\/p>\n Diesel is the backbone of the nation\u2019s economy, fueling things that range from construction machinery to school buses to backup generators for grocery stores. But experts, including Mr. Kloza, warn that spikes in the cost of diesel could lead also to higher prices for everyday goods and produce.<\/p>\n Companies that rely on diesel to transport their products tend to pass those costs along to consumers through gradual price increases.<\/p>\n Alfredo Sosa\/Staff\/File<\/p>\n Pumpjacks draw oil from the Kern River oil field northeast of Bakersfield, California, Oct. 17, 2025. Industry experts say U.S. refineries are now operating at nearly 97% capacity to supply oil to make up for breaks in the supply chain.<\/p>\n As much as three-fourths of the 17 million commercial trucks on the road, for example, rely on diesel, according to an analysis<\/a> by the Engine Tech Forum.<\/p>\n One specific market that relies heavily on diesel is farms and the agriculture industry.<\/p>\n With the fall harvest already started, diesel is powering tractors, planters, and harvesters. When fuel prices rise, so do farmers\u2019 operating costs.<\/p>\n Mr. Finley of the Baker Institute says the impact in stores will take time to materialize. \u201cIt has to work through all of the suppliers raising their prices a little bit because of higher fuel charges.\u201d That price then moves on to the shelves.<\/p>\n In periods when fuel costs rise around 10% to 15%, retail food prices are expected to rise 2% to 4%, according to a report<\/a> published this year by the Independent Grocers Alliance.<\/p>\n The military is also affected by high diesel prices, because vehicles such as jets, ships, and tanks run on diesel. Some U.S. assets, such as nuclear-powered aircraft carriers, don\u2019t use diesel \u2013 but the jets and other vehicles aboard them do, says Carey King, assistant director of the Energy Institute at the University of Texas at Austin.<\/p>\n The U.S. Navy is already asking Congress for more money to make up for unexpected spending on the Iran war. Adm. Daryl Caudle told members of the House Armed Services Committee<\/a>\u00a0this month that the Navy faces impacts on \u201croutine operations.\u201d That includes putting limits on training exercises, flight-training hours, and training for new recruits, he said.<\/p>\n Is there a shortage of diesel?<\/p>\n While some experts say there is a global diesel shortage, others are avoiding that term so far when describing current supply levels.<\/p>\n \u201cThe world has lost about 7 million barrels a day\u201d since early 2026, says Mr. Kloza.<\/p>\n As a result, U.S. refineries are now operating at nearly 97% capacity to supply oil where the supply chain has been disrupted, according to industry experts, including Mr. Kloza. Recent data from the U.S. Energy Information Administration (EIA) indicates that the U.S. is exporting about 4.1 million barrels of crude oil per day.<\/p>\n What is the forecast for prices?<\/p>\n Already, diesel prices have surpassed forecasts released by the EIA on Sept. 9. Analysts <\/a>say that prices are likely to stay high throughout the fall. Mr. Kloza warned that winter could lead to higher costs and demands.\u00a0\u201cWe\u2019ve got probably about 60 days to figure this out,\u201d he says.<\/p>\n The holiday season normally brings even higher fuel demands, as more consumer products are being moved into and across the country.<\/p>\n What, if anything, can be done or is being done to mitigate rising prices?<\/p>\n In the short term, Mr. Kloza and Mr. Finley both agree, there\u2019s little the U.S. government can do.\u00a0<\/p>\n Diesel is a global commodity. Even if the U.S. exports diesel in bulk, it remains part of a global marketplace. As supply constraints increase worldwide, prices will go up.<\/p>\n Lawmakers have proposed restricting diesel exports. \u201cIf the United States has the supply and is exporting it,\u201d then a diesel export ban might be one way to help hold down diesel prices, Republican Senate Majority Leader John Thune told reporters on Sept. 15.<\/p>\n Deepen your worldview Politics with respect There\u2018s a world of new ideas in every There\u2018s more to life, enrich yours with Follow humanity\u2018s discoveries with Gain a spiritual perspective Want to understand the deeper impact of critical events? Learn the Monitor\u2018s insight.<\/p>\n![\"\"\/](\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/09\/0918_NDIESEL_agriculture.jpg\")
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