SR
Public post
Steven Rhodes
Sep 2026 • linkedin
Post excerpt
Diesel just broke a record. Q4 hasn't felt it yet. $5.85/gallon today. The freight bill in October. The price tag in December. The timing right before the Labor Day weekend provides a highly convenient public narrative of holiday congestion and demand surges. A structural macroeconomic audit reveals a much different primary driver: engineered refining capacity constraints. Refiners are observed to be running lean, allowing energy conglomerates to command historic premiums on middle distillates that remain complete…
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