Ultra-low-sulfur diesel
12
MENTIONS
10
EPISODES
10
PODCASTS
Search complete. 12 mentions across 10 episodes found for "Ultra-low-sulfur diesel".
Oct 12, 2026
GregHOST
Make sure that you look at it.
GregHOST
Is it ULSD? Because there could be some different pumps that are way out in the boonies that are running different fuel, diesel fuel, and then you want to make sure you're running number two diesel fuel if you need it, number one, depending on the winterized, however that is.
GregHOST
That's a whole different subject in itself, but... make sure when you go to the pump that it is actually the ULSD, the proper diesel fuel that you're supposed to run.
GregHOST
And the only difference is going to be that this is going to have red dye in it.
GregHOST
And later on, when you go to do your taxes, you're supposed to claim that, Hey, I poured in 36 gallons of red dye diesel fuel.
Buck ReynoldsHOST
First, check the sulfur.
Buck ReynoldsHOST
Modern engines need ULSD.
Buck ReynoldsHOST
Most red diesel is ULSD now, but if you're at some remote farm co-op, verify it's 15 ppm.
Buck ReynoldsHOST
Saving 24 cents isn't worth a $20,000 after-treatment repair.
Buck ReynoldsHOST
Second, mind the lines.
Jeff DalyHOST
Most notably, it's exempt from a federal excise tax of twenty-four point four cents a gallon.
Jeff DalyHOST
Providing Americans relief from federal diesel taxes, whether by expanding access to tax-free red diesel or by explicitly waiving taxes for all ULSD is something the administration should consider, said the American Fuel and Petrochemical Manufacturers, which represents oil refiners.
Jeff DalyHOST
The Agriculture Department on Friday will release its October crop estimates or WASDE following USDA's surprise report last Wednesday showing bigger than expected domestic corn supplies.
Jeff DalyHOST
That sent corn lower, weighed on soybeans.
Jed TalbotGUEST
to start impacting what that system sees for wear.
Jed TalbotGUEST
And yeah, that's when you're going to start seeing failures quicker is if you've got fuel that's got water in it, fuel that's got, well, really stripped down ULSD.
Rich GuidaGUEST
It's
Jed TalbotGUEST
pretty aggressive in terms of how it helps friction instead of prevents it.
Malcolm HarrisHOST
Let's talk a little diesel, all right? So, it's a fascinating one coming out of fuel.
Malcolm HarrisHOST
John Kingston's reporting that the talk of restricting US diesel exports sent ULSD futures down more than 16 cents a gallon on Wednesday, a 3.35 decline.
Malcolm HarrisHOST
At the same time, gasoline futures jumped nearly 10 cents.
Malcolm HarrisHOST
Why? According to Kingston, refiners don't make diesel in isolation.
Joe VaclavikHOST
All right, so diesel prices on the board at least have backed off.
Joe VaclavikHOST
Uh, ULSD futures are down 39 cents this week, almost 8%.
Joe VaclavikHOST
Export ban possible.
Joe VaclavikHOST
I think it's unlikely.
Dave ChattertonGUEST
We saw a 108 plus print in Brent crude, a almost 105 print here in the U.S. and the WTI.
Dave ChattertonGUEST
And within that... new highs today for ULSD or for diesel fuel, you know, and we just, you know, continue to make new highs here.
Dave ChattertonGUEST
So, we got, you know, we're sitting here on futures right now, diesel fuel 525, 526.
Dave ChattertonGUEST
We had a brief spike to 585 back in 2022 that we didn't settle there.
Jeff MowerHOST
I'm really curious about ways supply can be redirected, right? Whether it's from the Gulf Coast to Brazil or from the Midwest to the Atlantic Coast, where Atlantic Coast supplies are extremely tight, which is what's really boosting that, you know, that NYMEX spread.
Jeff MowerHOST
Because just for our listeners, ULSD on the NYMEX is delivered in New York Harbor.
Jeff MowerHOST
So any kind of tightness in the Atlantic Coast is really going to boost that price.
Janet McGurtyGUEST
Well, it's really kind of interesting to see that because so Laurel is part of Buckeye, but it runs through the state of Pennsylvania.
Morgan BrennanHOST
Nat gas is 2.5% higher.
Morgan BrennanHOST
ULSD heating oil, that's the contract tied to diesel, uh, has a five handle on it right now as well.
Morgan BrennanHOST
But first, let's get to our top story and the global AI tech sell-off that is hitting stocks from Hong Kong to Wall Street, as you just saw on your screen, with the Nasdaq under pressure after a trio of tech CEOs calling on the industry to hit the brakes on AI development following a series of high-profile security breaches, and proposed new measures to rein in the world's most powerful AI models to better understand the risks.
Morgan BrennanHOST
So if we take a look at the biggest pre-market laggards on the Nasdaq 100 this morning, perhaps not surprisingly, it's the so-called picks and shovels of that AI trade and infrastructure build-out.
Housley CarrNARRATOR
Number six, RINs and BOHO.
Housley CarrNARRATOR
Lower renewable identification number, or RIN prices, likely driven by a narrower spread between soybean oil and ULSD, known as the BOHO spread, would reduce compliance costs even if the physical diesel balance remained tight.
Housley CarrNARRATOR
ARIN is the regulatory mechanism for tracking the production and blending of renewable fuels, and also allows refiners and importers to prove they've met their Renewable Volume Obligation, or RVO, mandates.
Housley CarrNARRATOR
The diesel market will not be balanced by US refiners simply turning up the dial.