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Morgan Stanley Warns Diesel Export Ban Could Raise U.S. Gasoline Prices

Source Summary

Morgan Stanley analysts warn that a Trump Administration ban on diesel exports could paradoxically increase U.S. gasoline prices by forcing refiners to reduce production runs due to storage constraints. The analysis comes as diesel prices in America remain at record highs and the export restriction remains under debate.

Why it matters

Refinery production cuts triggered by a diesel export ban would reduce overall fuel output, potentially raising prices for both diesel and gasoline consumers.

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