September 16, 2026 [Oil Price]- China’s declining diesel and gasoline inventories, with gasoline down 2.9% and diesel down 2.4%, may lead to export restrictions, according to Bloomberg. Energy Aspects analyst Jiana Sun warns that Beijing could limit monthly clean product exports to 1.2 million tons in the fourth quarter. This follows earlier export curbs imposed in March due to global supply concerns amid geopolitical tensions. While China had relaxed these restrictions in June, a renewed limitation could exacerbate existing diesel shortages globally, as demand continues to rise seasonally.

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