Mar 9, 2026

Steady Fuel Exports, Shifting Market Signals

Gas Fuel Tanker Ship Sailing In The Sunset

The latest EIA Petroleum Supply Monthly data shows a steady hand in U.S. transportation‑fuel exports through 2025 – an important signal for energy buyers keeping an eye on fuel‑market stability.

The US continued exporting about 2.4 million barrels per day of major fuels in 2025, roughly unchanged from 2024. But beneath that stability, a few quiet shifts are worth watching:

  • Diesel (distillate) exports dipped, with Mexico – the top buyer – pulling back modestly.
  • Gasoline exports ticked up, with Mexico again anchoring demand and accounting for more than half of all US outbound volumes.
  • Market dynamics remain global, influenced by changes in Russian product availability, European import patterns, and shifting buying behaviors in Latin America, especially Brazil.

These shifts in diesel and gasoline export patterns reflect changing regional supply dynamics that can alter available inventories, freight movements, and refinery run strategies.

Read more: EIA.gov