Updated
Updated · Fortune · Sep 17
Gasoline Nears $4.43 and Diesel Hits $6.39 as Shortages Outweigh $100 Oil Fears
Updated
Updated · Fortune · Sep 17

Gasoline Nears $4.43 and Diesel Hits $6.39 as Shortages Outweigh $100 Oil Fears

3 articles · Updated · Fortune · Sep 17

Summary

  • $4.43-a-gallon gasoline and record $6.39 diesel prices are economists’ bigger worry than crude above $100, because refined fuels hit households and business costs more directly.
  • Refinery-capacity shortages, compounded by war-driven pressure on fuel markets, have pushed gas and diesel higher than oil prices alone would imply even after Brent eased from nearly $110 to about $107.
  • Oxford Economics said sustained prices at these levels could trim consumer-spending growth by a few tenths of a percentage point next year, with lower-income Americans most exposed.
  • The U.S. now spends about 2.5% of income on gasoline versus 6% in 1980, and economists say oil would need to move closer to $140 or even $200 to inflict broader damage.

Insights

With Middle East tensions keeping oil near $100, could this late-summer gas price surge become the new normal for American drivers?
While gas prices spike, EV charging remains stable; will this growing cost divide permanently alter how Americans commute?
If the U.S. is the top oil producer, why do distant shipping conflicts still dictate the exact price you pay at the pump?