Global diesel supply has fallen about 8%, or roughly 2 million barrels per day, as Ukrainian attacks damage Russian refineries and disruptions affect Middle Eastern production and transport routes, Andy Lipow, president of Lipow Oil Associates, said. Russia accounts for about 800,000 barrels per day of the lost supply, while the remainder comes from the Middle East. The squeeze is raising fuel costs for U.S. carriers, shippers and consumers even as crude prices remain comparatively softer. U.S. East Coast diesel inventories are at their lowest seasonal level since 1982, while domestic refineries are operating near full capacity. California diesel prices were cited as nearing $8.50 a gallon, and Northeast heating-oil deliveries could approach $1,000 for 150 gallons if diesel remains above $6.50 a gallon. European refiners are also competing for replacement cargoes, increasing attention on U.S. Gulf Coast crude exports.