{"id":2163388,"date":"2026-09-25T12:44:33","date_gmt":"2026-09-25T09:44:33","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2163388"},"modified":"2026-09-25T12:44:33","modified_gmt":"2026-09-25T09:44:33","slug":"euronews-explains-what-would-a-us-diesel-export-ban-mean-to-european-countries","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2163388","title":{"rendered":"Euronews explains: What would a US diesel export ban mean to European countries?"},"content":{"rendered":"<p>[analyse_image type=&#8221;featured&#8221; src=&#8221;https:\/\/images.euronews.com\/articles\/stories\/09\/92\/75\/48\/1200x675_cmsv2_84a99d17-a496-59ca-9fbe-5f4c8adb3ff3-9927548.jpg&#8221;]<\/p>\n<article id=\"abe-2927427-pos1-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1 the-media-object--has-video\" data-nid=\"2927427\" data-cid=\"9925828\" data-part-label=\"Partner content\">\n<figure id=\"abe-2927427-label-pos1-c-latest-stories\" 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September 25th, 2026 \u2013 Evening\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Top News Stories Today<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Latest news bulletin | September 25th, 2026 \u2013 Evening\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2928624-pos4-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2928624\" data-cid=\"9928173\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928624-label-pos4-c-latest-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/78\/70\/189x106_cmsv2_1214c2a9-cb52-59ad-a9af-9afe3060e9a9-9927870.jpg\" loading=\"lazy\" alt=\"Pope Leo XIV, left, and French President Emmanuel Macron attend the reading of a joint statement at the \u00c9lys\u00e9e Palace on Friday, 25 September 2026.\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Europe News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Macron, Pope Leo XIV offer clashing views in first meeting in France\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2927427-pos1-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--has-video\" data-nid=\"2927427\" data-cid=\"9925828\" data-part-label=\"Partner content\">\n<figure id=\"abe-2927427-label-pos1-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/14\/97\/189x106_cmsv2_e00bf043-0414-570f-ba7c-113e35ff1985-9921497.jpg\" loading=\"lazy\" alt=\"Dora Chrysikou\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Culture news<\/p>\n<div class=\"the-media-object__title  \">\n<p>   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m-modeDesktop-2 m-modeXL-2 the-media-object--has-video\" data-nid=\"2928706\" data-cid=\"9928285\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928706-label-pos3-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/82\/85\/189x106_cmsv2_da785088-86c2-5fa6-a1ff-a0faf151d912-9928285.jpg\" loading=\"lazy\" alt=\"Latest news bulletin | September 25th, 2026 \u2013 Evening\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Top News Stories Today<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Latest news bulletin | September 25th, 2026 \u2013 Evening\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2928624-pos4-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2\" data-nid=\"2928624\" data-cid=\"9928173\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928624-label-pos4-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/78\/70\/189x106_cmsv2_1214c2a9-cb52-59ad-a9af-9afe3060e9a9-9927870.jpg\" loading=\"lazy\" alt=\"Pope Leo XIV, left, and French President Emmanuel Macron attend the reading of a joint statement at the \u00c9lys\u00e9e Palace on Friday, 25 September 2026.\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Europe News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Macron, Pope Leo XIV offer clashing views in first meeting in France\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article class=\"helper-site-row o-article-newsy\">\n<div class=\"helper-site-container o-article-newsy__container\">\n<div class=\"o-article-newsy__main\">\n<header class=\"h-grid o-article-newsy__main__header\">\n<nav aria-label=\"Breadcrumbs\" class=\"c-article-breadcrumbs\">\n<div id=\"adb-article-breadcrumb\" class=\"c-article-breadcrumbs__list\">\n<p>                          Europe<\/p>\n<p>                          Europe News<\/p><\/div>\n<\/nav>\n<h1 class=\"c-article-redesign-title\">\n                            Euronews explains: What would a US diesel export ban mean to European countries?<\/h1>\n<div class=\"c-article-image-video u-position-relative \">\n<div class=\"js-superdiv u-aspect-ratio-16x9 u-position-relative \" data-controller=\"video-player\" data-sponsored=\"Partner content\"><img fetchpriority=\"high\" decoding=\"async\" class=\"js-poster-img c-article-media__img\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/75\/48\/1536x864_cmsv2_84a99d17-a496-59ca-9fbe-5f4c8adb3ff3-9927548.jpg\" width=\"1536\" height=\"864\" loading=\"eager\" alt=\"People wait for the bus at a fuel station in the City centre of Essen, Germany, that shows high fuel prices due to the war in Iran, Wednesday, April 1, 2026.\"><\/div>\n<div class=\"c-article-caption u-position-absolute\"><i id=\"article-caption-content\" class=\"c-article-caption__content\"><span class=\"c-article-caption__text\"><br \/>\n              People wait for the bus at a fuel station in the City centre of Essen, Germany, that shows high fuel prices due to the war in Iran, Wednesday, April 1, 2026.<br \/>\n                    <span class=\"u-color-white\">&#8211;\u00a0<\/span><span class=\"c-article-caption__copyright\">Copyright\u00a0<\/span><span class=\"c-article-caption__credit\">AP Photo \/ Martin Meissner<\/span><\/span><\/i><\/div>\n<div class=\"c-article-image-copyright c-article-image-copyright--novideo\">\n      Copyright\u00a0AP Photo \/ Martin Meissner\n  <\/div>\n<\/div>\n<\/header>\n<div class=\"h-grid o-article-newsy__main__body u-article-content\">\n<div class=\"o-article-newsy__contributors-publication-date\">\n<div class=\"c-article-contributors\">\n  By&amp;nbspMarta Pacheco\n<\/div>\n<div class=\"c-article-publication-date\" data-timestamp=\"1790340273\">\n         Published on<br \/>\n            <time datetime=\"2026-09-25 14:44:33 +02:00\">25\/09\/2026 &#8211; 14:44 GMT+2<\/time><\/div>\n<\/div>\n<div class=\"c-article-share-comment u-align-items-center u-display-flex\"><span class=\"c-article-share-comment__links u-align-items-center u-display-flex u-justify-content-center js-c-article-share-comment-share\"><span class=\"c-article-share-comment__label\">Share<\/span><\/span><span class=\"c-article-share-comment__label\">Comments<\/span><span class=\"c-article-share-comment__label c-article-share-comment__label--always\">Add Euronews on Google<\/span><\/div>\n<div class=\"c-article-share-comment-popup-overlay js-c-article-share-comment-popup-overlay u-display-none\">\n<div id=\"js-c-article-share-comment-popup\" class=\"c-article-share-comment-popup js-c-article-share-comment-popup\">\n<div class=\"c-article-share-comment-popup__header 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class=\"u-show-for-desktop\" loading=\"lazy\"><span class=\"u-display-flex u-gap-1 u-show-for-mobile-only\"><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-bluesky.svg\" width=\"24\" height=\"24\" alt=\"bluesky\" loading=\"lazy\"><span>Bluesky<\/span><\/span><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-bluesky.svg\" width=\"48\" height=\"48\" alt=\"bluesky\" class=\"u-show-for-desktop\" loading=\"lazy\"><span class=\"u-display-flex u-gap-1 u-show-for-mobile-only\"><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-threads.svg\" width=\"24\" height=\"24\" alt=\"threads\" loading=\"lazy\"><span>Threads<\/span><\/span><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-threads.svg\" width=\"48\" height=\"48\" alt=\"threads\" class=\"u-show-for-desktop\" loading=\"lazy\"><span class=\"u-display-flex u-gap-1 u-show-for-mobile-only\"><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-whatsapp.svg\" width=\"24\" height=\"24\" alt=\"whatsapp\" loading=\"lazy\"><span>Whatsapp<\/span><\/span><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-whatsapp.svg\" width=\"48\" height=\"48\" alt=\"whatsapp\" class=\"u-show-for-desktop\" loading=\"lazy\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 class=\"c-article-summary\">\n        The EU has deepened energy ties with the US while seeking to reduce its exposure to geopolitical shocks. Yet US plans to limit diesel exports expose how quickly commercial dependence can become a strategic vulnerability.<br \/>\n    <\/h2>\n<div class=\"c-article-content js-article-content\">\n<p>A United States ban on diesel exports would not necessarily leave Europe\u2019s fuel stations empty overnight, but it could push up prices, forcing European governments into another round of emergency intervention just as households, farmers and hauliers are feeling the effects of the wider energy crisis.<\/p>\n<div>\n<div class=\"c-ad u-show-for-mobile-only\">\n<div class=\"c-ad__placeholder\"><img decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt loading=\"lazy\"><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<div class=\"c-ad u-show-for-desktop\">\n<div class=\"c-ad__placeholder\"><img decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt loading=\"lazy\"><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<\/div>\n<p>The prospect of Washington keeping those barrels at home is especially uncomfortable for Brussels, which acknowledged the bloc\u2019s dependency on US diesel after ditching Russian energy. The Commission said the issue was being discussed with EU countries and the industry.<\/p>\n<p>The bloc is already facing a fuel shortage after the war with Iran disrupted supplies from the Middle East, while Russia has also restricted diesel exports.<\/p>\n<p>Meanwhile, European diesel prices have more than doubled since the beginning of the year and were about 38% higher year-on-year in mid-September, while refineries around the world are operating close to full capacity.<\/p>\n<p>Analysts argue that a potential US ban would remove a crucial supply source from an already exceptionally tight global market.<\/p>\n<div class=\"c-widget-related\" data-stories-id data-event=\"widget_related\">\n<div class=\"c-widget-related__title\"><b class=\"c-widget-related__title__text\" lang=\"en\">Related<\/b><\/div>\n<ul class=\"c-widget-related__list\" id=\"abe-article-related-1\">\n<li class=\"c-widget-related__item\">How a Saudi pipeline attack is putting Europe\u2019s oil security to the test<\/li>\n<\/ul>\n<\/div>\n<p>\u201cFor Europe, the immediate effect is higher prices. North-West Europe would have to bid up to pull in replacement cargoes, and it would be bidding against the Mediterranean, Latin America and West Africa for the same limited pool of barrels,\u201d Zameer Yusof, an energy analyst at market intelligence platform Kpler, told Euronews.<\/p>\n<p>The EU has become far more reliant on US diesel since the loss of Russian supplies. The US has supplied around 180,000 barrels a day (b\/d) of the EU\u2019s roughly 580,000 b\/d of extra-EU diesel imports this year \u2014 about 32%, up from 17% in 2025.<\/p>\n<p>The dependence is even more striking in North-West Europe, where US supplies account for around 200,000 b\/d out of 350,000 b\/d from outside the region \u2014 roughly 57%, compared with 37% last year, according to Kpler figures.<\/p>\n<p>That concentration means a partial US export ban could still have a sizeable impact on prices.<\/p>\n<p>However, removing 30% of US supplies would not necessarily mean European diesel prices rise by 30%, or by a corresponding fraction, Kpler argues. Buyers would be forced to compete aggressively for replacement barrels, potentially pushing prices sharply higher.<\/p>\n<div class=\"widget widget--type-image widget--size-fullwidth widget--animation-fade-in widget--align-center\" data-ratio=\"0.6665\">\n<div class=\"widget__wrapper\">\n<div class=\"widget__ratio widget__ratio--auto\">\n<div class=\"widget__contents\">\n<figure class=\"widget__figure\"><img decoding=\"async\" class=\"widgetImage__image\" loading=\"lazy\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/75\/48\/808x539_cmsv2_b79ac8b5-fa33-5f1f-b562-c8286f14f776-9927548.jpg\" alt=\"The Feyzin Total oil refinery is seen outside Lyon, France, Friday, April 17, 2026. \"><figcaption class=\"widget__caption\"><span class=\"widget__captionWrap\"><span class=\"widget__captionText\">The Feyzin Total oil refinery is seen outside Lyon, France, Friday, April 17, 2026. <\/span><span class=\"widget__captionCredit\">AP Photo \/ Laurent Cipriani<\/span><\/span><\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2>France hit first<\/h2>\n<p>Within the EU, France appears to be the most vulnerable country. French President Emmanuel Macron said on Thursday that the proposed ban would be \u201ccatastrophic\u201d. The country is heading to the polls in 2027, with the energy crisis fuelling far-right rhetoric.<\/p>\n<p>Before the Trump administration touted a diesel ban, the French leader asked the Commission to temporarily relax fuel specifications so European refineries could produce more diesel and jet fuel. He also urged Brussels to coordinate a second release of emergency oil reserves.<\/p>\n<p>A US export ban would strengthen that argument: if Europe cannot count on imported refined fuel, it needs to squeeze more output from its own refineries. However, European refineries cannot manufacture hundreds of thousands of additional barrels overnight.<\/p>\n<p>Paris imported about 63,000 b\/d of US diesel this year, around 36% of its diesel imports. Its dependence is compounded by refinery closures at Grandpuits and Donges, leaving the country structurally short of diesel, Kpler warned.<\/p>\n<div class=\"c-widget-related\" data-stories-id data-event=\"widget_related\">\n<div class=\"c-widget-related__title\"><b class=\"c-widget-related__title__text\" lang=\"en\">Related<\/b><\/div>\n<ul class=\"c-widget-related__list\" id=\"abe-article-related-2\">\n<li class=\"c-widget-related__item\">Higher fuel bills are costing the EU \u20ac270 million a day on average, report says<\/li>\n<\/ul>\n<\/div>\n<p>The UK is also heavily exposed, importing about 50,000 b\/d from the US, or 26% of its diesel imports, Kpler said. The closure of the Grangemouth refinery has increased its reliance on imports.<\/p>\n<p>However, there is one cushion. Diesel is among Europe\u2019s most heavily stored oil products, meaning inventories could absorb at least part of an initial disruption. That could prevent an immediate shortage, although it would not eliminate the underlying price pressure if the ban were to last.<\/p>\n<p>Southern European markets have somewhat more protection from domestic and Mediterranean refining. Italy gets only around 4% of its diesel imports from the US, while Spain gets about 19%. Portugal is barely exposed. Spain\u2019s Cartagena, Bilbao and Huelva refineries provide an important domestic supply buffer.<\/p>\n<h2>Europe has few obvious replacements<\/h2>\n<p>The bigger problem is what happens after the initial stocks are used. Europe cannot simply replace American diesel with another major supplier.<\/p>\n<p>\u201cIndia is the only credible substitute, but its export availability has been affected sharply,\u201d Yusof said.<\/p>\n<p>Indian exports have already fallen sharply \u2014 from around 582,000 b\/d last year to 352,000 b\/d this year. Indian diesel shipments to Europe have declined even more dramatically, from about 163,000 b\/d to roughly 50,000 b\/d.<\/p>\n<p>Indian refiners are instead finding better returns in East Africa and Southeast Asia, while questions over Russian crude used in some Indian refineries also complicate European trade.<\/p>\n<p>China and South Korea cannot realistically fill the gap either. Their diesel shipments to Europe this year were tiny \u2014 roughly 1,000 b\/d from China and 2,000 b\/d from South Korea.<\/p>\n<p>China faces EU restrictions on products made from Russian crude, while South Korea\u2019s exports are tied up by established contracts in Asian markets and its overall export availability has declined.<\/p>\n<div class=\"widget widget--type-image widget--size-fullwidth widget--animation-fade-in widget--align-center\" data-ratio=\"0.6665\">\n<div class=\"widget__wrapper\">\n<div class=\"widget__ratio widget__ratio--auto\">\n<div class=\"widget__contents\">\n<figure class=\"widget__figure\"><img decoding=\"async\" class=\"widgetImage__image\" loading=\"lazy\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/75\/48\/808x539_cmsv2_baba11bc-df61-5e39-a335-e2063a43403b-9927548.jpg\" alt=\"An aerial view of the Martinez Refining Company is seen during sunset in Martinez, Calif., Wednesday, April 22, 2026. \"><figcaption class=\"widget__caption\"><span class=\"widget__captionWrap\"><span class=\"widget__captionText\">An aerial view of the Martinez Refining Company is seen during sunset in Martinez, Calif., Wednesday, April 22, 2026. <\/span><span class=\"widget__captionCredit\">AP Photo \/ Stephen Lam\/San Francisco Chronicle<\/span><\/span><\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2>Time to rethink the definition of energy security<\/h2>\n<p>The diesel episode exposes a deeper weakness in Europe\u2019s energy strategy.<\/p>\n<p>The EU\u2019s current predicament raises questions about whether the bloc needs larger strategic stocks of refined fuels, more resilient European refining capacity and stronger mechanisms for coordinating fuel supplies during a crisis.<\/p>\n<p>Asked whether it was considering a second release of strategic oil reserves, the International Energy Agency had not responded at the time of publication.<\/p>\n<p>The Commission\u2019s decision to discuss the issue through its oil coordination group suggests Brussels is already treating it as an energy security question rather than a mere commercial dispute.<\/p>\n<div class=\"c-widget-related\" data-stories-id data-event=\"widget_related\">\n<div class=\"c-widget-related__title\"><b class=\"c-widget-related__title__text\" lang=\"en\">Related<\/b><\/div>\n<ul class=\"c-widget-related__list\" id=\"abe-article-related-3\">\n<li class=\"c-widget-related__item\">Brussels seeks power to order electricity demand cuts in energy crisis<\/li>\n<\/ul>\n<\/div>\n<p>Meanwhile, the proposed US diesel ban appears to be driven in part by domestic political pressure. US diesel prices are nearly $7 a gallon, creating pressure on the Trump administration to demonstrate that it is doing something about the cost of living ahead of the November midterms.<\/p>\n<p>US Energy Secretary Chris Wright has been sounding out refiners about a voluntary restriction on exports as an alternative to a blanket 90-day ban.<\/p>\n<p>A briefing from the Energy Policy Research Foundation (EPRF) argued that a US diesel export ban would likely backfire, since refiners are already running at full capacity and cannot produce more without new capacity.<\/p>\n<p>\u201cCut off from export markets, Gulf Coast refiners would see storage fill and margins fall, and many would reduce runs to catch up on maintenance postponed during the crisis. Because gasoline and diesel are produced together, the result would be less gasoline, diesel, and jet fuel, and higher pump prices,\u201d the EPRF briefing said.<\/p>\n<\/div>\n<p>                                  Go to accessibility shortcuts<\/p>\n<div class=\"c-article-share-comment u-align-items-center u-display-flex\"><span class=\"c-article-share-comment__links u-align-items-center u-display-flex u-justify-content-center js-c-article-share-comment-share\"><span class=\"c-article-share-comment__label\">Share<\/span><\/span><span class=\"c-article-share-comment__label\">Comments<\/span><span class=\"c-article-share-comment__label c-article-share-comment__label--always\">Add Euronews on Google<\/span><\/div>\n<div id=\"adb-article-you-might-also-like\" class=\"perf-cv-auto c-article-you-might-also-like\">\n<h2 class=\"c-article-you-might-also-like__title\">\n        Read more<br \/>\n      <\/h2>\n<div class=\"c-article-you-might-also-like__item\">\n<h3>\n<p>                  How European governments are trying to ease the fuel price shock<\/p>\n<\/h3>\n<\/div>\n<div class=\"c-article-you-might-also-like__item\">\n<h3>\n<p>                  Diesel in Portugal hits record high, Spain introduces new discount<\/p>\n<\/h3>\n<\/div>\n<div class=\"c-article-you-might-also-like__item\">\n<h3>\n<p>                  EU countries face nearly \u20ac41bn in extra fossil fuel costs as Hormuz crisis exposes energy vulnerability<\/p>\n<\/h3>\n<\/div>\n<\/div>\n<div class=\"perf-cv-auto\">\n<ul id=\"adb-article-tags\" class=\"c-tags-list\">\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  EU Policy<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Europe&#8217;s energy crisis<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Diesel<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  United States<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Energy<br \/>\n<\/section>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"tp-vuukle\">\n<div class=\"c-vuukle-skeleton\" aria-hidden=\"true\">\n<div class=\"c-vuukle-skeleton__header\"><span class=\"c-vuukle-skeleton__title\">Comments<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<aside class=\"o-article-newsy__aside\">\n<div class=\"c-ad-wrapper o-article-newsy__aside__content-1\" data-ad-name=\"adzone-halfpage\">\n<div class=\"c-ad c-ad-halfpage u-show-for-desktop\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" 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src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/79\/30\/320x180_cmsv2_9954e58b-64e1-5ae2-8c56-115d3e2bb049-9927930.jpg\" loading=\"lazy\" alt=\"The \u20ac6.6 billion have been stalled since 2023.\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    EU countries agree to release long-stalled \u20ac6.6bn in Ukraine aid<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2928694-pos3-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2928694\" data-cid=\"9928233\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928694-label-pos3-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/82\/33\/320x180_cmsv2_c9edfd47-dcbb-5ba5-85b8-a55b743bc414-9928233.jpg\" loading=\"lazy\" alt=\"AP\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Trump and Xi declare harmony, no confrontation, as US state visit ends<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2928619-pos4-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2928619\" data-cid=\"9927841\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928619-label-pos4-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/78\/41\/320x180_cmsv2_245c37af-d6f3-5553-a5e8-a56bdc693b01-9927841.jpg\" loading=\"lazy\" alt=\"Hungarian Prime Minister Peter Magyar with European Commission President Ursula von der Leyen addressing the media at EU headquarters in Brussels 29 May 2026.\" 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width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Macron, Pope Leo XIV offer clashing views in first meeting in France<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2928403-pos6-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2928403\" data-cid=\"9926861\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928403-label-pos6-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/68\/61\/320x180_cmsv2_86920dfb-bc9a-5b85-8f17-bd32b133a6f7-9926861.jpg\" loading=\"lazy\" alt=\"Meloni at a youth rally of her Fratelli d&apos;Italia group \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Italy moves to ban face coverings and limit foreign pupils in schools<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<div class=\"perf-cv-auto c-ad-wrapper o-article-newsy__aside__content-2\" data-ad-name=\"adzone-halfpage\">\n<div class=\"c-ad c-ad-halfpage u-show-for-desktop\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<div class=\"c-ad u-show-for-mobile-only\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<\/div>\n<div class=\"perf-cv-auto c-most-viewed\">\n<h2 class=\"c-most-viewed__title qa-section-title\">Most read<\/h2>\n<div class=\"c-most-viewed__list\">\n<div class=\"c-most-viewed__item\"><span class=\"c-most-viewed__item__number\">1<\/span><\/p>\n<article id=\"abe-2928370-pos1-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928370\" data-cid=\"9926546\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Which European passports are the strongest for visa-free travel?<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-most-viewed__item\"><span class=\"c-most-viewed__item__number\">2<\/span><\/p>\n<article id=\"abe-2928238-pos2-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928238\" data-cid=\"9925853\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 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decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<div class=\"c-ad u-show-for-mobile-only\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<\/div>\n<\/aside>\n<\/div>\n<\/article>\n<article id=\"abe-2928635-pos2-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--has-video the-media-object--no-label\" data-nid=\"2928635\" data-cid=\"9927930\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928635-label-pos2-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/79\/30\/320x180_cmsv2_9954e58b-64e1-5ae2-8c56-115d3e2bb049-9927930.jpg\" loading=\"lazy\" alt=\"The \u20ac6.6 billion have been stalled since 2023.\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    EU countries agree to release long-stalled \u20ac6.6bn in Ukraine aid<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928694-pos3-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2928694\" data-cid=\"9928233\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928694-label-pos3-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/82\/33\/320x180_cmsv2_c9edfd47-dcbb-5ba5-85b8-a55b743bc414-9928233.jpg\" 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 Macron, Pope Leo XIV offer clashing views in first meeting in France<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928403-pos6-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2928403\" data-cid=\"9926861\" data-part-label=\"Partner content\">\n<figure id=\"abe-2928403-label-pos6-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/92\/68\/61\/320x180_cmsv2_86920dfb-bc9a-5b85-8f17-bd32b133a6f7-9926861.jpg\" loading=\"lazy\" alt=\"Meloni at a youth rally of her Fratelli d&apos;Italia group \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Italy moves to ban face coverings and limit foreign pupils in schools<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928370-pos1-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928370\" data-cid=\"9926546\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Which European passports are the strongest for visa-free travel?<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928238-pos2-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928238\" data-cid=\"9925853\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    CIA warns of Russian drone threat to southern Europe<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928082-pos3-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928082\" data-cid=\"9925159\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Bardem calls for singer P!nk to be removed as Unicef ambassador over Palestine stance<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928558-pos4-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928558\" data-cid=\"9927546\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Finland and Sweden scramble fighter jets to intercept Russian aircraft<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2928420-pos5-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2928420\" data-cid=\"9926829\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Rutte says Putin is in a &#8216;bad place&#8217; as he reassures NATO allies<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<div class=\"articleBody\" data-key=\"articleBody\">A United States ban on diesel exports would not necessarily leave Europe\u2019s fuel stations empty overnight, but it could push up prices, forcing European governments into another round of emergency intervention just as households, farmers and hauliers are feeling the effects of the wider energy crisis.The prospect of Washington keeping those barrels at home is especially uncomfortable for Brussels, which acknowledged the bloc\u2019s dependency on US diesel after ditching Russian energy. The Commission said the issue was being discussed with EU countries and the industry.The bloc is already facing a fuel shortage after the war with Iran disrupted supplies from the Middle East, while Russia has also restricted diesel exports.Meanwhile, European diesel prices have more than doubled since the beginning of the year and were about 38% higher year-on-year in mid-September, while refineries around the world are operating close to full capacity.Analysts argue that a potential US ban would remove a crucial supply source from an already exceptionally tight global market.\u201cFor Europe, the immediate effect is higher prices. North-West Europe would have to bid up to pull in replacement cargoes, and it would be bidding against the Mediterranean, Latin America and West Africa for the same limited pool of barrels,\u201d Zameer Yusof, an energy analyst at market intelligence platform Kpler, told Euronews.The EU has become far more reliant on US diesel since the loss of Russian supplies. The US has supplied around 180,000 barrels a day (b\/d) of the EU\u2019s roughly 580,000 b\/d of extra-EU diesel imports this year \u2014 about 32%, up from 17% in 2025.The dependence is even more striking in North-West Europe, where US supplies account for around 200,000 b\/d out of 350,000 b\/d from outside the region \u2014 roughly 57%, compared with 37% last year, according to Kpler figures.That concentration means a partial US export ban could still have a sizeable impact on prices.However, removing 30% of US supplies would not necessarily mean European diesel prices rise by 30%, or by a corresponding fraction, Kpler argues. Buyers would be forced to compete aggressively for replacement barrels, potentially pushing prices sharply higher.France hit firstWithin the EU, France appears to be the most vulnerable country. French President Emmanuel Macron said on Thursday that the proposed ban would be \u201ccatastrophic\u201d. The country is heading to the polls in 2027, with the energy crisis fuelling far-right rhetoric.Before the Trump administration touted a diesel ban, the French leader asked the Commission to temporarily relax fuel specifications so European refineries could produce more diesel and jet fuel. He also urged Brussels to coordinate a second release of emergency oil reserves.A US export ban would strengthen that argument: if Europe cannot count on imported refined fuel, it needs to squeeze more output from its own refineries. However, European refineries cannot manufacture hundreds of thousands of additional barrels overnight.Paris imported about 63,000 b\/d of US diesel this year, around 36% of its diesel imports. Its dependence is compounded by refinery closures at Grandpuits and Donges, leaving the country structurally short of diesel, Kpler warned.The UK is also heavily exposed, importing about 50,000 b\/d from the US, or 26% of its diesel imports, Kpler said. The closure of the Grangemouth refinery has increased its reliance on imports.However, there is one cushion. Diesel is among Europe\u2019s most heavily stored oil products, meaning inventories could absorb at least part of an initial disruption. That could prevent an immediate shortage, although it would not eliminate the underlying price pressure if the ban were to last.Southern European markets have somewhat more protection from domestic and Mediterranean refining. Italy gets only around 4% of its diesel imports from the US, while Spain gets about 19%. Portugal is barely exposed. Spain\u2019s Cartagena, Bilbao and Huelva refineries provide an important domestic supply buffer.Europe has few obvious replacementsThe bigger problem is what happens after the initial stocks are used. Europe cannot simply replace American diesel with another major supplier.\u201cIndia is the only credible substitute, but its export availability has been affected sharply,\u201d Yusof said.Indian exports have already fallen sharply \u2014 from around 582,000 b\/d last year to 352,000 b\/d this year. Indian diesel shipments to Europe have declined even more dramatically, from about 163,000 b\/d to roughly 50,000 b\/d.Indian refiners are instead finding better returns in East Africa and Southeast Asia, while questions over Russian crude used in some Indian refineries also complicate European trade.China and South Korea cannot realistically fill the gap either. Their diesel shipments to Europe this year were tiny \u2014 roughly 1,000 b\/d from China and 2,000 b\/d from South Korea.China faces EU restrictions on products made from Russian crude, while South Korea\u2019s exports are tied up by established contracts in Asian markets and its overall export availability has declined.Time to rethink the definition of energy securityThe diesel episode exposes a deeper weakness in Europe\u2019s energy strategy.The EU\u2019s current predicament raises questions about whether the bloc needs larger strategic stocks of refined fuels, more resilient European refining capacity and stronger mechanisms for coordinating fuel supplies during a crisis.Asked whether it was considering a second release of strategic oil reserves, the International Energy Agency had not responded at the time of publication.The Commission\u2019s decision to discuss the issue through its oil coordination group suggests Brussels is already treating it as an energy security question rather than a mere commercial dispute.Meanwhile, the proposed US diesel ban appears to be driven in part by domestic political pressure. US diesel prices are nearly $7 a gallon, creating pressure on the Trump administration to demonstrate that it is doing something about the cost of living ahead of the November midterms.US Energy Secretary Chris Wright has been sounding out refiners about a voluntary restriction on exports as an alternative to a blanket 90-day ban.A briefing from the Energy Policy Research Foundation (EPRF) argued that a US diesel export ban would likely backfire, since refiners are already running at full capacity and cannot produce more without new capacity.\u201cCut off from export markets, Gulf Coast refiners would see storage fill and margins fall, and many would reduce runs to catch up on maintenance postponed during the crisis. Because gasoline and diesel are produced together, the result would be less gasoline, diesel, and jet fuel, and higher pump prices,\u201d the EPRF briefing said.<\/div>\n<p>[analyse_source url=&#8221;https:\/\/www.euronews.com\/2026\/09\/25\/euronews-explains-what-would-a-us-diesel-export-ban-mean-to-european-countries&#8221;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[analyse_image type=&#8221;featured&#8221; src=&#8221;https:\/\/images.euronews.com\/articles\/stories\/09\/92\/75\/48\/1200x675_cmsv2_84a99d17-a496-59ca-9fbe-5f4c8adb3ff3-9927548.jpg&#8221;] Culture news MEPs pay tribute to murdered Greek rapper Pavlos Fyssas World News Trump and Xi declare harmony, no confrontation, as US state visit ends Top News Stories Today Latest news bulletin | September 25th, 2026 \u2013 Evening Europe News Macron, Pope Leo XIV offer clashing views in first meeting in France [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[90],"tags":[226,36],"class_list":["post-2163388","post","type-post","status-publish","format-standard","hentry","category-international","tag-crawlmanager","tag-euronews-com"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2163388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2163388"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2163388\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2163388"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2163388"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2163388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}