Trucking

Diesel Shortage Fears Mount as Inventories Hit Historic Lows

NASTC is urging lawmakers to restrict diesel exports as U.S. fuel inventories plunge to well-below-normal levels. East Coast stockpiles have reached record lows, triggering concern among carriers about extended supply disruptions and rate volatility. The Trump administration has temporarily permitted dyed diesel—typically reserved for agricultural and construction use—on highways as a stopgap measure. G7 nations have agreed to release significant fuel reserves to ease the U.S. crunch, though European countries expressed reluctance about the commitment. Energy analysts project elevated diesel prices will persist through coming quarters. Trucking executives report that contracts locked in before the price surge are straining profit margins. Logistics firms face mounting pressure to manage fuel surcharges in customer pricing.