Friday, September 25, 2026
Daily refined fuels briefing
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Change vs. prior data point. Spot prices & single-product cracks vs WTI, from EIA data ↗
📈 Markets & Prices
Henry Hub natural gas prices this summer were 6% lower than last summer
The Henry Hub natural gas spot price averaged $2.93 per million British thermal units from June through August, 6% less than the same period last year. Prices were lower this summer despite exceptionally hot weather that
Storms, Drones And A Walked-Back Export Ban: Why This Week's Selloff Might Not Last
RBOB gasoline futures are leading the energy complex lower Friday, down 13 cents on the day and 21 cents from the 4-month high set Thursday morning. Crude futures are also moving lower on the day, while distillates are m
🏭 Refining & Supply Ops
Trump Advisers Study Impact of Diesel Export Ban
President Donald Trump's economic advisers are analyzing the ramifications of a potential short-term ban on U.S. diesel exports, underscoring the seriousness of the administration's consideration of the idea.
Ukraine Says 2 Russian Refineries Ablaze after Strikes
Ukraine said it hit two more Russian oil refineries as the warring countries continue strikes against each other despite both sides earlier this week holding talks with the U.S., which wants targeting of energy assets to
WhiteHawk Completes Acquisition of Appalachia, Haynesville Gas Assets
WhiteHawk completed acquisitions worth a total of $111.8 million including mineral and royalty natural gas assets in the Haynesville shale and the Appalachian Basin's Marcellus and Utica formations.
Spiritus Secures Preliminary Deals to Supply CO2 for EOR
Spiritus signed three letters of intent with oil and gas operators in the United States Gulf Coast, Midwest and Rockies to supply over three million metric tons of carbon dioxide per year for enhanced oil recovery.
TotalEnergies Backs Pouyanne to Remain Chair and CEO
TotalEnergies' board reaffirmed the French energy giant's governance structure and a growth strategy that sticks with oil and gas while expanding integrated power.
INPEX Pre-Empts JERA's Sale of Ichthys LNG Stake to MidOcean
INPEX raises its stake to over 68 percent.
Dutch to Ask EU to End Mandatory Gas Storage Targets
The Netherlands wants to scrap mandatory gas storage targets under a revamp of the European Union's energy supply security rules after spending nearly EUR 1 billion this year to fill the country's reserves.
🏛️ Policy & Credits
Dutch biodiesel alliance presents action plan to policymakers
The alliance calls for immediate policy measures to further strengthen energy security and strategic autonomy through increased use of biodiesel.
American Soybean Association encouraged by extension of US-China trade truce
ASA said it hopes the discussions will build on that progress and deliver additional positive developments for U.S. soybean farmers and agricultural trade.
Germany unveils roadmap for transitioning away from fossil fuels
Carsten Schneider, Germany’s minister of the environment, presented the document at the UN General Assembly in New York City.
SkyNRG CEO, co-founder to step down
SkyNRG Co-founder Maarten van Dijk will remain CEO until Dec. 31 and will support the company during the handover period through the first quarter of 2027.
🏢 Companies & Earnings
After Presley Gerber’s Death, What Families Should Ask About Rehab
Choosing addiction treatment? Learn what to ask about rehab staffing, medication management, costs and continuing care before committing to a program.
🔭 Week Ahead
- Wed, Sep 30 — EIA Weekly Petroleum Status Report (10:30am ET) — inventories, demand, refinery runs
- Wed, Sep 30 — EIA This Week in Petroleum analysis
- Tue, Sep 29 — EPA weekly RIN transaction data update
- Mon, Sep 28 — EIA weekly retail gasoline & diesel prices (Mon PM)