Breaking: Trump Considering First Ever Ban on U.S. Diesel Exports With Rory Johnston (Video)
In this 16 September 2026 published video, host Mario Newfal talks with Rory Johnston, a prominent Toronto-based oil market researcher, analyst, and economist. He is widely recognized as a leading independent voice on global commodities and the North American energy industry. Johnston advises institutional investors and policymakers, with analysis frequently featured in major financial media outlets like Bloomberg, the Financial Times, and The Wall Street Journal, alongside hosting the Oil Ground Up podcast.
The Trump administration is actively considering a historic ban on U.S. diesel exports to lower soaring domestic fuel prices amid compounding geopolitical crises. However, energy analysts like Rory Johnston caution that such a policy could disrupt refining logistics and backfire on the broader market.
Analysts argue it may not fix underlying crack spreads or lower local costs. Other nations could restrict energy imports vital to regions like California. Restricting trade undercuts the U.S. position as a top global fuel supplier.
https://youtu.be/tWuWl6RS6pk
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