---
title: "U.S. refiner margins spiked to record highs this week as fuel shortage concerns grow"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293107885.md"
description: "U.S. refiner margins hit record highs due to fuel shortages from U.S.-Iran tensions and Russian export bans. Diesel and gasoline inventories have dropped significantly, driving up retail prices. Refining stocks like PBF Energy and Marathon Petroleum surged YTD as analysts predict continued high demand balancing needs, boosting earnings forecasts for major refiners."
datetime: "2026-07-19T00:41:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293107885.md)
  - [en](https://longbridge.com/en/news/293107885.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293107885.md)
generator: "portal-rs"
---

# U.S. refiner margins spiked to record highs this week as fuel shortage concerns grow


### Related Stocks

- [PBF.US](https://longbridge.com/en/quote/PBF.US.md)
- [MPC.US](https://longbridge.com/en/quote/MPC.US.md)
- [UCO.US](https://longbridge.com/en/quote/UCO.US.md)
- [BNO.US](https://longbridge.com/en/quote/BNO.US.md)

## Related News & Research

- [Is PBF Energy's (PBF) Refining Scale an Advantage or a Flexibility Test in Tight Markets?](https://longbridge.com/en/news/296888161.md)
- [Oil Rises on Reports US Will Reject Recent Iran Deal](https://longbridge.com/en/news/297336863.md)
- [Trump to meet refiners, fuel retailers as Iran war boosts gas prices ahead of midterms, sources say](https://longbridge.com/en/news/297222454.md)
- [US diesel supplies hit record low as demand season looms](https://longbridge.com/en/news/297096320.md)
- [Asia Distillates-Diesel timespreads, margins gain; cash prems hover at one-month low](https://longbridge.com/en/news/297500279.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**