Your shower thought for the day on refining capacity. Small refiners are all running at maximum capacity right now. Almost all of them produce and sell into local markets and neighboring states. We don't have enough of them where we need them. If we had regulatory certainty for investment in smaller refineries - we could avoid this mess in the future. That is all for today....

Don't shoot the messenger on this diesel export thing but let's look a little further down the road shall we? Anyone enjoy have fresh strawberries in January? Mexico is the source of 99% of U.S. winter strawberry imports -- meaning the fruit is harvested between November 1 and March 31. It supplements Florida's production. It isn’t just strawberries. In January the tomato, cucumber, pepper, berry, and grape aisle is an import aisle. Mexico sends us about three-quarters of our fresh vegetable imports, and 90% of imported tomatoes. Mexico takes about one-sixth of U.S. diesel exports — roughly 220,000 barrels a day. Latin America as a whole takes on the order of half our diesel exports. Winter grapes are 99% from Peru, Chile, and Mexico. Chile — our No. 2 diesel export customer — is also what puts cherries and blueberries in the store in January. Fresh winter produce is harvested and hauled using diesel powered equipment. We are about to export ban a fuel shock into the countries that stock a good portion of our winter produce sections. A ban on US diesel exports will translate into much higher grocery prices in a few weeks and significant shortages in the fresh produce sections. And with that - The More You Know..... Sources: EIA distillate exports; Atlantic Council (Mexico farm diesel + <6 days cover); El País (U.S. share of Mexican diesel); USITC winter-strawberry case. USDA ERS, “Imports make up growing share of U.S. fresh fruit and vegetable supply”