What is the projected lowest level for US diesel stockpiles, and when was the last time they were this low?

US diesel stockpiles are projected to fall below 100 million barrels this month — the lowest level since 2003 — according to the Energy Information Administration’s Short-Term Energy Outlook released Wednesday.

How much has the EIA increased its retail and wholesale diesel price forecasts for late 2026, and what are the new projected prices?

The EIA hiked its retail diesel price forecast for the final quarter of 2026 by 14% to $5.55 a gallon, and boosted its wholesale price forecast by 33% from a month earlier.

US Sees Diesel Stocks Falling to 2003 Low Ahead of Peak Demand

Sep 9, 2026

US diesel inventories are projected to fall to 2003 lows below 100 million barrels due to global conflicts, leading the EIA to raise retail price forecasts by 14% to $5.55 per gallon for Q4 2026 amidst inflation concerns.

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