FREE PUBLIC RESEARCH · FUEL HORIZON
Research assessed . This authored edition stays fixed. The automatic source monitor below checks later releases.
Stocks, production, trade and station availability answer different questions. These 14 public observations across six regions keep their geography, reporting date, fuel definition and limits attached. They cannot be added into a current worldwide usable-stock total.
U.S. stocks lead this view. Canadian inventories and Pemex production cover separate dates and fuel definitions; these observations are not a continental balance.
Observation: 2 October 2026
93.734 million barrels
Reported 0–15 ppm sulfur distillate stocks fell 2.674 million barrels from 4 September, a net draw averaging 95,500 barrels per day.
Scope limit: This diesel and heating-fuel pool includes uses beyond road diesel. Reported primary stocks are not all physically withdrawable; no measured fossil/bio split is supplied.
EIA stock seriesObservation: 31 July 2026
2,234,118 cubic metres of distillate
Reported closing stocks were 8,710 cubic metres above the 30 June level. This country observation moves in the opposite direction to the U.S. interval shown here.
Scope limit: Broad distillate is not road-only diesel or physically withdrawable inventory. July Canadian stocks cannot be combined with October U.S. stocks as a current regional total.
Statistics Canada stock table ZIPObservation: August 2026
316,279 barrels per day of reported output
Pemex diesel production rose 64,683 barrels per day from June. It separately reported imports of 72,289 and domestic sales of 331,140 barrels per day.
Scope limit: Company output includes unfinished products. Company sales are not national consumption; these figures do not establish a Mexican national surplus.
Pemex reporting tableA matched seven-country stock panel sits beside French station declarations and a Swiss release. Their different populations and measures remain separate.
Observation: 31 August 2026
13.706465 million tonnes of road diesel
Belgium, Bulgaria, Czechia, Denmark, Germany, Austria and Finland reported a combined fall of 148,958 tonnes from July.
Scope limit: This territorial panel is not all Europe. Road diesel is already inside the broader gas/diesel pool. EU27 customs flows cover a different population and cannot close this balance.
Eurostat stock dataObservation: Snapshot: 10 October 2026
550 / 9,671 eligible reporting station IDs
The archived snapshot found declarations at 550 eligible station IDs, about 5.69% of that reporting sample.
Scope limit: Reports can be stale or missing and are not weighted by fuel volume. This is not all French stations, unmet litres, an identified cause or an outage probability.
French declaration feedObservation: 8–20 September 2026
≈20,000 cubic metres withdrawn
The regulator reported this compulsory diesel withdrawal against a 30,000 cubic-metre authorization, then reported normal supply covering demand.
Scope limit: Authorized and withdrawn volumes are different measures and must not be added together. This episode total is not an ongoing deficit or current usable reserve.
Swiss execution reportIndian production and consumption, and Singapore customs flows, offer distinct country perspectives. Current region-wide usable stocks and a common delivery account remain unidentified.
Observation: August 2026
10.1 million tonnes of HSD produced
Reported high-speed diesel consumption was 7.023 million tonnes, 6.8% above August 2025. Consumption includes SEZ/private imports and some prorated reporting.
Scope limit: Production is rounded. Its difference from consumption is not measured inventory growth; trade and other flows must also reconcile.
PPAC August snapshot PDFObservation: August 2026
644,911 tonnes of reported diesel imports
Imports include 241,281 tonnes from China. Singapore separately reported 1,631,204 tonnes of diesel exports in August.
Scope limit: Do not add China-origin imports to the import total again. Customs flows do not measure stock changes, confirmed discharge, or Chinese national output and consumption.
Singapore trade dataBrazilian fuel components, dispositions and customs trade provide country-specific evidence. They do not establish finished diesel availability throughout South America.
Observation: August 2026
4,890,918 cubic metres of Diesel A delivered
The August records separately report 918,895 cubic metres of B100 production and 6,161,325 cubic metres sold under the broad Diesel B heading.
Scope limit: B100 production, Diesel A deliveries and broad Diesel B sales cannot be summed as finished supply or used to infer an exact same-month blend share.
ANP liquid-fuels data ZIPObservation: September 2026
989,242 tonnes of reported net imports
Reported imports of 1,079,067 tonnes less exports of 89,825 tonnes give this net-import quantity.
Scope limit: Reported mass is retained because an auxiliary-volume anomaly is unresolved. Trade is not a current stock observation or proof of destination-level availability.
Comex Stat trade APIAustralia’s regulatory stocks and New Zealand’s domestic coverage use different definitions. They cannot be pooled into a regional countdown.
Observation: Stocks held: 6 October 2026
2,871 million litres of eligible diesel stocks
Reported automotive-diesel MSO stocks fell 137 ML from 29 September, after two weekly increases. The displayed reduced requirement was 2,262 ML.
Scope limit: Eligible stocks include some crude/unfinished product equivalents and fuel in defined waters. This is not finished onshore inventory. The temporary reduction ends 31 January 2027.
Australian MSO statisticsObservation: 27 September 2026 · 23:59
28.7 reported domestic days of diesel
The snapshot separately reported 0.6 shipping days inside the exclusive economic zone and 18.9 offshore days, against the source’s pre-conflict consumption rate.
Scope limit: Days of cover do not predict a run-out date. Shipping is separate from domestic stocks. Published 30 September, this remains a 27 September observation.
New Zealand stock updatesHistorical context only. These Kenyan and Zambian records describe 2025 observations; they do not represent current African inventories, demand or service conditions.
Observation: Calendar 2025 · provisional
2,083,000 cubic metres of domestic diesel throughput
The provisional 2025 series separately reports 1,974,500 cubic metres of transit diesel throughput.
Scope limit: Annual throughput is not October 2026 inventory or demand. Transit is not automatically customs exports or fuel consumed in Kenya.
KNBS transport chapter XLSXObservation: 3 January 2025
At least 14 / 616 surveyed stations lacking diesel
At least 14 surveyed stations, about 2.27%, lacked diesel because both reported fuels were dry.
Scope limit: Historical service evidence only. This is not current availability, unmet litres, or a continent-wide shortage estimate.
Zambian regulator statement PDFThese records document selected stocks and flows. Deliverable fuel also depends on location, product specification, release authority, shipping, terminal access and continuing supply. A station declaration is not a volume-weighted shortage probability. A stock decline is not proof of a physical operating floor.
Read our diesel inventory and scenario methodology, then explore the conditional timelines. The public evidence remains free; private purchases and saved scenarios are separate.
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These observations and the supported comparisons below refresh from original publishers. A successful check can return the same release. Our authored research and reserve illustration remain the fixed 10 October edition.
93.734million barrels
Observation: 2 Oct 2026 · Released 7 Oct 2026
≈ 18 days · around 28 Oct 2026
The fixed 91.239m-barrel May 2026 low is a warning comparator, not a physical crisis threshold. The date starts from the observation, never the time you visit.
U.S. 0–15 ppm distillate, including diesel and heating fuel. Reported total is not dispatchable stock.
2.451million barrels
Observation: 2 Oct 2026 · Released 7 Oct 2026
New England 0–15 ppm distillate; subset of the U.S. total, not additional inventory.
25.339million barrels
Observation: 2 Oct 2026 · Released 7 Oct 2026
Midwest 0–15 ppm distillate; subset of the U.S. total, not additional inventory.
6.199US dollars per gallon
Observation: 5 Oct 2026 · Released 6 Oct 2026
U.S. on-highway retail diesel, including taxes. Price is not a delivery-failure threshold.
2,871million litres
Observation: 6 Oct 2026
≈ 27 days · around 6 Nov 2026
The 2,262 ML reduced requirement expires 31 January 2027. It is not a delivery-failure threshold. The date starts from the observation, never the time you visit.
MSO automotive diesel includes eligible crude/unfinished equivalents, pipelines and fuel in defined waters. It is not all finished fuel on land.
6.35%of eligible station IDs
Source snapshot: 10 Oct 2026
615 temporary diesel declarations among 9679 eligible IDs; 87 began over 30 days ago. Counts are not a measured share of fuel demand.
Live administrative snapshot; station declarations may be old. Eligible station IDs are not all stations, demand-weighted volumes or a global probability.
Unique IDs with a diesel price or active temporary diesel declaration. Permanent outages and unknown offerings are excluded from the denominator. Declarations are not verified outages or unmet fuel volumes.
Original publisher48country reports in latest month
Observation: 31 Jul 2026
Monthly partial country reports with reporting lag. Native gas/diesel KBBL closing stocks and source assessment codes; not current global usable supply.
Reported native KBBL gas/diesel closing stocks only. Missing/suppressed values excluded. Assessment codes retained as source flags; countries and product coverage differ. No world total or deficit is inferred.
Original publisher