John Arnold(@johnarnold):Advice from a former trader: If the administration is considering imposing a diesel export ban, don’t spend a week publicly deliberating. That just gives trading houses ample time to accelerate exports of any inventory, driving up domestic prices regardless of the final decision.

John Arnold

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Co-chair of Arnold Ventures. Reality is more nuanced than the headline.

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John Arnold@johnarnold

2026.09.28 00:29

Advice from a former trader: If the administration is considering imposing a diesel export ban, don’t spend a week publicly deliberating. That just gives trading houses ample time to accelerate exports of any inventory, driving up domestic prices regardless of the final decision.