New AAA data show US diesel prices reached a record $6.05 a gallon, signaling severe tightening in global refined-fuel markets.
The squeeze reflects converging pressures: damage to Russian refinery capacity and diesel export halts linked to the Russia-Ukraine war, ongoing disruption at Hormuz, expanding threats to Red Sea shipping, and renewed Chinese buying. Together, these developments threaten both fuel availability and the shipping routes needed to deliver supplies, with conditions appearing to worsen ahead of the Northern Hemisphere winter.
Patrick De Haan, head of petroleum analysis at GasBuddy, wrote on X that five gas stations in California have maxed out their diesel prices at $9.999 a gallon.
MAXXED OUT at $9.999!! GasBuddy data showing 5 stations in California that have hit the limit and are selling diesel at the dispensers highest possible price: $9.999/gal
β Patrick De Haan (@GasBuddyGuy) September 10, 2026
Gas in bay park San Diego today
β πΎππΌπ πΌπ½ππ»πΌππΊππ (@MntlmrktsChaz) September 10
BAHAHHAHAHAH
8.99 regular
9.99 diesel (probably higher thatβs just as high as the sign can go hahahaha) pic.twitter.com/2B5yMVe8mP
