My argument that refining constraints are contributing to higher diesel prices was called “silly” and “wrong.” But the International Energy Agency’s September 17 report supports exactly that point: • Russian diesel production has fallen nearly 30%. • Lost Russian and Middle Eastern exports have tightened global diesel supplies. • Higher American shipments only partly filled the gap. • That shortage has pushed diesel prices higher relative to crude oil. The IEA also says the OECD refining system is close to its practical limit for diesel and related fuels. And American refineries are running at like 97-98% capacity right now. That’s why I asked: Who supports building and expanding American refineries? More capacity here would give us more options when supplies overseas are disrupted. Building takes years—which is precisely why you start BEFORE the emergency, something Democrats have fought tooth and nail over the decades. The last major greenfield refinery with significant downstream unit capacity built from scratch remains Marathon's facility in Garyville, Louisiana, which came online in 1977. Read the report for yourself: iea.org/commentaries/russian…