Deal or no deal? No deal is our call. High risk of a US export ban pushing diesel and gas oil prices further up

September 25, 2026

In this Energy Market Drivers edition:

 

  • Oil prices & Strait of Hormuz: Why geopolitical tensions and US-Iran negotiations continue to drive oil market volatility.
  • Diesel prices & US export ban: How potential US diesel export restrictions could tighten global supply and push prices higher.
  • Energy hedging outlook: What current oil, gas and diesel market risks mean for hedging ahead of winter.

 

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Arne Lohmann Rasmussen
Chief Analyst, Head of Research at Global Risk Management

Phone +45 2146 2951

E-mail: Arra@global-riskmanagement.com

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