Trump överväger förbud för dieselexport

John Mauldin förklarar varför det är en dum idé.

If we limit exports, in theory the price of diesel would come down. Except that refiners would reduce their production, as they are not interested in the absolute amount of diesel produced, but in the profits they make for refining diesel. And that means having a crack spread as attractive as possible. Further, that would raise global diesel prices for all our allies, which would show up in the cost of everything we import.

Even worse, it would make the price of gasoline higher. Why? If exports are banned, refiners cannot simply stockpile unlimited diesel. They would have to reduce production. Because gasoline and diesel are produced together, producing less diesel also means producing less gasoline. Less fuel production means tighter supplies and higher prices for both diesel and gasoline.

Further, it might mean retaliation from our trading partners (I mean, with Trump retaliating for everything, why wouldn’t they?). It helps foreign competitors.

Making the idea even worse, by the time they could get such a ban implemented, it would have no effect on the price of diesel prior to the midterm elections, which is kind of the point of the political exercise. It might make for good political talking points, but it is still a dumb idea.

Som vanligt blir det avgörande vem som lämnar rummet sist innan han fattar beslutet.

Ännu ett brilliant "tremendous" Sundhetstecken från Trump. ;)

https://omni.se/vita-husets-nya-karthot-mot-iran-trumpsundet/a/XMypnW

Hahaha ett mycket stabilt geni (citat)...

Fake news ?

https://efn.se/vita-huset-dementerar-uppgifterna-om-dieselforbud?source=&utm_source=efn.se&utm_medium=Web&utm_content=&utm_campaign=Internal

Man kan hoppas.

Politico hade tydligen skrivit om detta också:

https://www.politico.com/news/2026/09/23/white-house-ban-diesel-01089294

Usa har ett överskott (?) så ett exportförbud ger bara en kortsikigt effekt enl "exportörerna", don brukar lyssna till big oil och älskar super pac bidragen, men han är pressad för tiden.