National diesel production rises 41.69%
Domestic diesel output increased, easing supply of refined fuel.
Source →The trace
How it reaches your house.
Starting from PEMEX (Petróleos Mexicanos), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Crude Oil Feedstock →supply upCrude Oil Feedstock is a critical, one-to-one input to the gasoline/diesel pool, so higher diesel production directly raises the availability of that downstream good.
96% confidenceGasoline and diesel →Prices riseHigher gasoline and diesel output means refineries run more crude, raising demand and likely crude feedstock prices.
92% confidenceGasoline and diesel →Prices riseHydrotreating Catalysts (CoMo/NiMo)
More diesel refining and desulfurization increases consumption of hydrotreating catalysts.
83% confidenceGasoline and diesel →Prices riseHigher refinery throughput raises hydrogen demand for hydrotreating and cleanup of diesel streams.
81% confidenceGasoline and diesel →Prices riseNatural Gas (SMR feedstock for hydrogen)
If refinery hydrogen demand rises, the SMR feedstock chain pulls more natural gas.
76% confidencePEMEX (Petróleos Mexicanos) →Prices riseHigher diesel output at Pemex implies higher refinery throughput and greater crude feedstock demand, but the edge indicates only a small share and moderate substitutability, so the effect is limited price pressure rather than a severe shortage.
71% confidenceGasoline and diesel →Prices riseAmine Desulfurization Chemicals
More refined-fuel production increases use of desulfurization chemicals in treating product streams.
67% confidencePetróleos del Perú (Petroperú) →supply upRising domestic diesel output should modestly improve availability of this refined-fuel input, but the edge is only 5% market share and the input is reasonably substitutable.
57% confidenceHop 2
Marine Diesel and Bunker Fuel →supply upSeafood and fish production depends heavily on marine diesel and bunker fuel for fishing and logistics, so improved fuel supply should relieve a critical input bottleneck and raise output.
80% confidenceHydrogen (refinery-grade) →Prices riseRefinery-grade hydrogen is a critical 0.95-strength input to home heating oil, so tighter hydrogen availability can pass through as higher heating-oil prices.
78% confidenceHydrogen (refinery-grade) →Stands to benefitHop 3
Shell Catalysts & Technologies →Prices riseHydrotreating Catalysts (CoMo/NiMo)
Higher diesel output raises refinery use of hydrotreating catalysts, putting upward pressure on the catalyst market; Shell's 12% share and 8-month replacement lead time make the effect moderate rather than extreme.
66% confidenceAir Products and Chemicals, Inc. →Prices riseHigher diesel output at refineries typically raises hydrogen consumption for hydrotreating, which can lift the cost of refinery-grade hydrogen that Air Products depends on.
64% confidenceAlbemarle Corporation (Ketjen Catalysts) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Seafood and fish · Home heating oil
In the MyPRIA app, this is checked against your own holdings.