Lukas Ekwueme(@ekwufinance):The US is considering halting diesel exports. The US is the world's largest diesel exporter... Russia, the 2nd largest, has already halted exports. A US export ban would send global diesel prices even higher and force countries like Japan to dump USTs to fund their domestic needs. In other words, imposing an export ban on diesel would blow up the UST market. There are no easy solutions anymore. We don't own enough hard assets for what's coming.

Lukas Ekwueme

@ekwufinance

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Lukas Ekwueme@ekwufinance

2026.09.15 15:18

The US is considering halting diesel exports. The US is the world's largest diesel exporter... Russia, the 2nd largest, has already halted exports. A US export ban would send global diesel prices even higher and force countries like Japan to dump USTs to fund their domestic needs. In other words, imposing an export ban on diesel would blow up the UST market. There are no easy solutions anymore. We don't own enough hard assets for what's coming.