U.S. data shows that falling crude oil prices will bring unexpected windfalls to fuel manufacturers.

With the trading price of a barrel of crude oil below $60, refineries producing diesel and other products are unexpectedly seeing a windfall. The latest Short-Term Energy Outlook report from the U.S. Energy Information Administration states that the key indicator of diesel profit margins has increased by approximately 33% from last year's average level, reaching 69 cents per gallon. This profit indicator is expected to rise again in 2026 to 84 cents. The EIA also predicts a slight increase in gasoline profit margins during the same period.