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At close · Tue, Jul 28, 2026
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HomeCommoditiesEnergyRefining margins hit record highs as gasoline and dies…

Refining margins hit record highs as gasoline and diesel stay tight

Gasoline and diesel refining margins remain at record levels even as crude futures slide amid de-escalation signals in the U.S.-Iran conflict.

Oil prices have pulled back from a fresh two-month high after crude futures tumbled this week, reflecting signals of de-escalation in the U.S.-Iran conflict. However, the refined fuel market is staying tighter, keeping refining margins at record highs.

OilPrice reports that the divergence between crude and refined products is driven by a much tighter supply of petroleum products than crude supply. The gasoline, diesel, and jet fuel balances have been tightening for months, supported by disruptions tied to the wars in Iran and Ukraine.

The outlet also points to recent events that boosted margins earlier this month, including a jump in gasoline and diesel refining margins to new records after re-escalation in the Middle East (now on hold), Russia’s diesel export ban, and crumbling global fuel inventories. OilPrice says refining margins and fuel price spreads over crude suggest global fuel markets remain tight even after millions of barrels of crude exited the Strait of Hormuz.

Latest closeWTI crude $81.23 ▼1.7%|Gasoline (RBOB) $3.164 ▼4.9%

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