US diesel curbs risk global shock Restricting US #diesel# exports could lower prices temporarily across parts of the domestic market, but the effects would extend well beyond American shores. Europe and Latin America would lose a major source of supply, intensifying competition for barrels from alternatives such as India and pushing international prices higher. Within the US, depleted East Coast inventories would still require logistical support, including continued Jones Act flexibility. A full ban could also weaken refinery margins and prompt run cuts. Any domestic price relief may therefore prove temporary, with prices potentially rising again once the US returns to the global market. Stay ahead of the market with #Kpler# Insight: