U.S. diesel prices remain elevated despite the country producing more diesel than it consumes, because much of the surplus is concentrated on the Gulf Coast and is costly to move to the higher-priced East and West coasts. Phillip Bruner, Professor of Practice of Sustainable Finance Education at the University of Washington's Foster School of Business, said pipelines, shipping rules and refinery shortages are central constraints. AAA put the average diesel price at $6.3726 per gallon on Friday, after a $6.5276 peak on September 22. President Donald Trump is reportedly considering a diesel export ban, but Bruner said it would mainly depress Texas prices while coastal buyers continued importing fuel at world prices. The policy could also hurt Mexico, raise U.S. grocery costs and increase gasoline and jet-fuel prices because refiners cannot reduce diesel output independently. The EIA said the U.S. exported about 3.94 million barrels of distillate fuel oil in 2025, with Mexico, Chile and Brazil the leading destinations. French President Emmanuel Macron said the G7 agreed to release up to 100 million barrels of emergency oil and diesel stocks over four months while avoiding energy export restrictions. Bruner favored allowing foreign ships to move fuel between U.S. ports, reducing fuel taxes for truckers and farmers, and protecting tankers in the Strait of Hormuz to support the restart of Middle Eastern refineries, but said the approach would require effective diplomacy.