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[UPDATE] UK lobbies privately for an exemption as Trump weighs a US diesel export ban

Goldman Sachs says a ban would cut diesel prices at first, then push gasoline up each week it lasts.

Goldman Sachs estimates a diesel export ban would first cut diesel about 25 cents a gallon. Once storage fills, it would add about 30 cents a gallon to gasoline for each week it lasts. Diesel averaged $6.45 Monday, just under the $6.53 record set Sept. 22.

  • Sept. 23 — Reuters reported the US was preparing a 90-day diesel export ban. A White House official denied it the same day, as Energy Secretary Chris Wright and Treasury Secretary Scott Bessent signaled doubts about the side effects.
  • Sept. 24 — Trump called for halting diesel exports.
  • Sept. 28 — Trump said he was "very seriously" considering a ban.

What a ban would stop:

  • The US exports about 1.2 to 1.5 million barrels of diesel a day, net; outlets differ on the figure.
  • 60-70% of US diesel exports go to Latin America, per BBC News.