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The Diesel Crisis Nobody Is Talking About

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Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread. And for diesel, that spread has absolutely exploded to record highs. Now what? CHAPTERS: 0:00: It's Not Oil, It's Diesel 1:45: Crude vs Diesel and the Refinery Bottleneck 5:27: The Crack Spread Explained 7:13: Falling Fuel Demand 10:38: The Weakening Labor Market 13:31: Why Refiners Can't Just Make More 15:45: Retailers Are Cutting Prices 17:48: Peak Season, Record-Low Diesel Supply 19:13: Demand Destruction, Not Inflation Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 October 9-12, West Palm Beach, Florida 40 seats exist. Application only. https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.youtube.com/watch?v=mbyK0zBmUdk https://www.facebook.com/FreightWaves/videos/fuel-surcharges-hit-post-war-high/995362180202422/ https://www.facebook.com/yahoofinance/videos/us-diesel-is-at-its-highest-price-since-peaking-in-april-during-the-initial-phas/1983606939022118/ https://www.youtube.com/watch?v=KV9WNbDYvas https://www.youtube.com/watch?app=desktop&v=l62qGJkGRgg https://www.youtube.com/watch?v=gSOyHFh0JeQ https://www.facebook.com/KIII3News/videos/one-of-the-first-new-us-refineries-in-decades-set-to-break-ground-in-san-patrici/28365786599721611/ https://www.facebook.com/FreightWaves/videos/us-diesel-exports-smash-records-economic-impact/2210266723100605/ https://www.wsj.com/business/energy-oil/trump-wants-big-oil-to-build-more-refineries-thats-a-tough-sell-54666292 https://www.bloomberg.com/news/articles/2026-07-19/us-oil-refiners-are-running-so-hard-they-are-risking-breakdowns https://www.facebook.com/cnbc/videos/america-is-building-its-first-new-oil-refinery-in-nearly-50-years/1771239487664827/ https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptions https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

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