Diesel fuel reserves in the USA fell to a minimum for all history
Diesel inventories in the United States hit a record low, tightening supply of fuel for trucking, industry, and agriculture.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, 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
Diesel and Heavy Fuel Oil (underground mining and backup power) →Shortage riskThe U.S. is the largest listed supply share and its diesel inventories are at a record low, so the country's diesel supply buffer is materially tighter.
93% confidenceMarine Diesel and Bunker Fuel →Prices riseFishing fleets, transport, and cold-chain logistics rely heavily on diesel, so a marine diesel/bunker-fuel squeeze raises seafood costs and can tighten availability.
82% confidenceBobtail Delivery Trucks →Shortage riskBobtail delivery trucks are a direct delivery input for home propane, so diesel-driven trucking constraints can make propane supply scarcer.
Hop 2
Crude Oil Feedstock →Shortage riskCrude oil feedstock is a critical, fully required input to gasoline and diesel production, so a feedstock squeeze propagates directly into fuel shortage.
95% confidenceCrude Oil Feedstock →Shortage riskHome heating oil is also derived from crude oil feedstock, so constrained feedstock availability reduces heating oil supply as well.
92% confidenceSeafood and fish →DelaysWild Capture / Aquaculture Harvest
Fuel scarcity directly slows fishing trips and aquaculture harvest operations, delaying landings.
Hop 3
J-M Reef PGM Ore — Montana, USA (Sibanye-Stillwater) →Shortage riskThis ore is the company's sole qualified source with 100% market share and an 84-month replacement lead time, so a mining disruption here strongly constrains Sibanye-Stillwater.
88% confidenceJ-M Reef PGM Ore — Montana, USA (Sibanye-Stillwater) →Shortage riskPalladium and platinum group metals
J-M Reef ore is a critical feedstock for palladium and platinum group metals, so reduced ore output tightens supply of those metals.
76% confidencePermian Resources Corporation →Shortage riskHop 4
ProPetro Holding Corp. →DelaysExxonMobil is a disclosed customer accounting for 24.9% of ProPetro's revenue, so a diesel-driven operating constraint at ProPetro would most plausibly show up as delayed service delivery to this customer.
62% confidenceProPetro Holding Corp. →DelaysOccidental Petroleum CorporationOXY
Occidental is a disclosed customer at 13.7% of ProPetro's revenue, so a fuel-constrained ProPetro would likely delay services to this customer as well, though with somewhat less exposure than ExxonMobil.
62% confidenceProPetro Holding Corp. →Delays
Where it lands
What you buy, and what you own.
Goods you buy
Seafood and fish · Propane (home use) · Palladium and platinum group metals · Gasoline and diesel · Home heating oil
In the MyPRIA app, this is checked against your own holdings.