In 2026, U.S. refineries have notably decreased gasoline production to increase yields of middle distillates, such as distillate fuel oil and jet fuel. This shift is driven by particularly high refinery margins for these fuels, attributed to constrained global supplies. Data indicates that from January to August 2026, refinery yields of gasoline averaged less than 45%, consistently below the five-year low. In contrast, yields of distillate fuel oil and jet fuel have remained elevated, with jet fuel yields exceeding 12% for the first time in March 2026 and maintaining that level through August.
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U.S. Refineries Shift Focus from Gasoline to Distillates Amid High Margins
This is the reported brief. The desk does not add a separate analysis that was not in the source check.
Original sourceeia.goveia.gov
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