Name: B. Mello Ag Services
Address: 5771 7th Avenue, Hanford, CA, 93230, US
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Weekly Energy Update · Week 42

Fuel & Energy Report

B Mello Ag Services · Central Valley, CA

Published Monday, October 12, 2026 • Week in Review: October 5–11 • Forecast: October 12–18

♦ CA DIESEL $8.391 (▲2¢ WK · 4.8¢ UNDER RECORD) ♦ LA WHOLESALE DIESEL ▼17¢ ♦ CA REGULAR $6.307 (▼8¢ WK) ♦ WTI $91.85 FRIDAY ♦ BRENT $104.72 ♦ ISAIAS SHUTS IN ~70% OF GULF OIL ♦ DIESEL STOCKS AT RECORD SEASONAL LOW ♦ TRUMP: NO IRAN STRIKE BEFORE NOV. 3

All Fuel Reports

📈 This Week’s Call

Wholesale diesel keeps falling and the pump is not following. We called a third straight decline, and we were wrong.

Last Monday we called a third straight weekly decline in California diesel and a plateau in gasoline. We got diesel wrong. AAA’s Sunday read puts California diesel at $8.3910, up 1.8 cents on the week and 4.8 cents under the $8.4387 record set September 22. Our range was $8.20 to $8.37, so the actual landed 2.1 cents over the top. EIA’s survey for the week of October 5 printed $8.082, down 9.9 cents, against a national average of $6.199, down 18.3 cents, and came in 3.8 cents under the bottom of our EIA range. The wholesale half of the call held. Los Angeles ultra-low-sulfur diesel spot fell another 16.6 cents to $4.870 for the week ending October 2, after falling 32.9 cents the week before. The rebound of more than 20 cents we said would prove us wrong did not come. The third distillate draw we flagged did arrive, but at 0.1 million barrels it is not the signal we meant. Gasoline eased more than we allowed. Regular finished at $6.3069, down 8.2 cents and 13.1 cents from the $6.4375 record, 2.3 cents under the bottom of our range. Crude edged up. WTI settled Friday at $91.85, up 0.8% on the week, and Brent at $104.72, up 2.4%, as Hurricane Isaias made landfall near Destin, Florida and operators shut in roughly 70% of U.S. Gulf oil output. Trump said the U.S. will not strike Iran before the November 3 midterms. Our read: retail diesel is sitting 4.8 cents from a record on top of a wholesale market that has dropped 49.5 cents in two weeks. That gap has to close, and with diesel stocks at a record seasonal low and Gulf refiners in a hurricane’s path, we now lean flat to higher, not lower.

⛽

Section 1

Last Week at the Pump

AAA’s Sunday, October 11 read puts California diesel at $8.3910, up 1.8 cents on the week and 4.8 cents under the September 22 record. Regular finished at $6.3069, down 8.2 cents. Diesel is up 41 cents in a month and roughly $3.24 in a year; gasoline is up 38 cents in a month and $1.64 in a year. EIA’s survey for the week of Monday, October 5 put California on-highway diesel at $8.082, down 9.9 cents, against a national average of $6.199, down 18.3 cents; EIA regular was $6.227, up 3.8 cents. Here is the number that matters: the Valley split five up and four down, and no metro moved more than about six cents. Hanford gave back 6 cents of last week’s 14-cent drop, Visalia fell about 6, and Bakersfield is now the cheapest fill we track.

CA Diesel

$8.391

statewide · AAA 10/11

↑ 2¢ wk · 4.8¢ under record.

LA Wholesale

$4.870

diesel spot · wk 10/2

↓ 17¢ · 49.5¢ in two weeks.

WTI Crude

$91.85

front month · Fri 10/9

↑ 0.8% wk · Brent $104.72.

Distillate

105.1M bbl

US stocks · wk 10/2

↓ 0.1M · 3rd draw, but tiny.

Central Valley & Reference Markets, On-Highway Diesel

Market

Diesel

Note, and where regular sits

Merced

$8.295

▲ 2¢

Up two cents, second-cheapest diesel in the Valley. 9.6¢ under the state average. Regular $6.234. AAA, October 11.

Bakersfield

$8.282

▼ 3¢

Cheapest diesel in the Valley and easing. 10.9¢ under the state average. Regular $6.313. AAA, October 11.

Stockton–Lodi

$8.313

▼ 3¢

Down three cents. North Valley hauling reference, where the walnut loads run. 7.8¢ under the state average. Regular $6.174 is the cheapest gasoline in the Valley. AAA, October 11.

Sacramento

$8.408

▲ 2¢

Up about two cents. 1.7¢ over the state average. Regular $6.285. AAA, October 11.

Modesto

$8.468

↔ flat

Barely moved, second-dearest diesel in the Valley. 7.7¢ over the state average. Regular $6.184. AAA, October 11.

Hanford–Corcoran

$8.411

▲ 6¢

The biggest rise on this table. Took back 6 cents of last week’s 14-cent drop. 2.0¢ over the state average. Regular $6.278. AAA, October 11.

Visalia–Tulare

$8.375

▼ 6¢

The biggest drop on this table. Down about 5.5 cents, now 1.6¢ under the state average. Regular $6.271. AAA, October 11.

Madera–Chowchilla

$8.474

↔ flat

The most expensive diesel in the Valley again. Flat, 8.3¢ over the state average, a 19.2-cent spread to Bakersfield. Regular $6.276. AAA, October 11.

Fresno

$8.458

↔ flat

Flat. 6.7¢ over the state average. Regular $6.343 is the priciest gasoline in the Valley and 9.5¢ under the statewide record. AAA, October 11.

California avg.

$8.391

▲ 2¢

AAA, October 11, up 1.8¢ on the week and 4.8¢ under the $8.4387 record. Up $0.41 in a month and $3.24 in a year. EIA’s week-of-10/5 survey printed $8.082, down 9.9¢. Regular $6.307, down 8.2¢ on the week, up $0.38 in a month and $1.64 in a year.

West Coast (PADD 5)

$7.229

▼ 13¢

EIA, week of 10/5, down 12.8¢ from $7.357. Includes California, Oregon, Washington, Nevada, Arizona and others. California sits 85.3¢ above the West Coast region as a whole and $1.88 above the nation.

U.S. avg.

$6.199

▼ 18¢

EIA, week of 10/5, the DOE figure your hauler’s surcharge runs off. It fell 18.3¢ while California fell 9.9¢, so the California diesel premium widened to $1.88 from $1.80. National regular $4.354.

Diesel detail: Off-road dyed diesel is exempt from California’s 48.2¢ state excise and the 24.4¢ federal excise, roughly a 72.6¢ per gallon spread before sales tax. At Fresno’s $8.458 pump that puts dyed product near $7.73 a gallon, about $7,730 to fill a 1,000-gallon on-farm tank, essentially unchanged from last week. Price your rack and cardlock against these numbers, not the sign on the highway. Here is the test for your delivered price: Los Angeles wholesale diesel has fallen 49.5 cents in two weeks and the statewide pump price is 4.8 cents from a record. If your delivered price has not come down, ask your supplier where the difference went. Wholesale leads the pump by one to two weeks, so some of the gap is timing. Not all of it should be.

For your surcharge tables. The DOE national on-highway diesel average of $6.199 for the week of October 5 governs fuel surcharges through the middle of the month. It fell 18.3 cents, almost twice California’s 9.9-cent drop, so the national index is running against you again. California now runs $1.88 a gallon above the national number, up from $1.80. The fix has not changed: index to the EIA California series or a West Coast rack, get it in writing, and stop letting a Gulf Coast number price a Central Valley load.

🔮

Section 2

The Week Ahead: Our Forecast

For the week of October 12 through 18. WTI settled Friday at $91.85, up 36 cents on the day and up 0.8% on the week. Brent finished at $104.72, up 2.4% on the week. Los Angeles ultra-low-sulfur diesel spot for the week ending October 2 came in at $4.870, down 16.6 cents, and Los Angeles gasoline spot rose 14.4 cents to $4.438. Hurricane Isaias made landfall near Destin, Florida late Friday and shut in roughly 70% of U.S. Gulf oil output. Retail diesel is stuck near its record. Wholesale says it should fall and the storm says it might not.

Fuel

Expected Range

Direction

CA On-Highway Diesel
(AAA, Sun 10/18)

$8.34 – $8.47

▲ Flat to higher. Wholesale is down 49.5¢ in two prints and retail has not followed. With Gulf refiners in the storm’s path and diesel stocks at a record seasonal low, we think that gap closes upward more often than not. The $8.4387 record is inside our range, and we put the odds of a new record near even.

CA Regular Gasoline
(AAA, Sun 10/18)

$6.22 – $6.37

▼ Drifts lower, with a floor building. Winter blend is working and retail fell 8¢ last week. But Los Angeles gasoline spot has now risen 17¢ and 14¢ in back-to-back prints. The $6.4375 record is 13.1¢ away and we put the odds well below even.

EIA Print, Wed 10/14

CA diesel $8.05 – $8.20
CA regular $6.10 – $6.22

↔ Diesel flat to higher, gasoline lower. EIA has run 16 to 29¢ under AAA. We have now missed low on EIA diesel three weeks running, so we kept the gap wide again. The release moves to Wednesday for the Columbus Day holiday.

Central Valley Retail

Diesel 11¢ under to 8¢ over state avg.

↔ Holding its shape. Five of nine metros rose and four fell. Bakersfield is your cheapest fill at $8.282, Madera your dearest at $8.474, a 19-cent spread across the same valley floor, down from 20 last week.

Crude (WTI)

$85 – $99

↔ Two-sided, storm and headline driven. Settled $91.85 Friday after Trump said the U.S. will not strike Iran before the November 3 midterms, offset by Isaias shutting in Gulf output. Brent has traded roughly $96 to nearly $110 over the past month. Any Hormuz or Gulf headline swings this number hard in either direction.

WTI–Brent Spread

$11 – $15

▲ Wider. Brent $104.72 against WTI $91.85 is a $12.87 gap, up from $11.14. Brent stays anchored to a tight global product market, which is why your rack is not falling as fast as the crude headline suggests.

▲ Pushing Prices Up

Hurricane Isaias hit the Gulf. It made landfall near Destin, Florida late Friday and operators shut in roughly 70% of U.S. Gulf oil output. Chevron’s 356,000-barrel-a-day Pascagoula refinery and Vertex’s Mobile refinery, about 2.4% of U.S. capacity, sit in or near the track.

Diesel stocks are at a record seasonal low. Analyst Andrew Lipow says U.S. diesel stocks are the lowest for this time of year since EIA began collecting data in 1982. EIA’s weekly table shows 105.1 million barrels, down another 0.1 million.

Hormuz is still the wild card. Iranian media reported “massive explosions” in the southern Strait Friday and said tankers on unauthorized routes may have hit sea mines. Iran is reviewing the U.S. response to its Hormuz plan and says it will reply in “the next few days.”

▼ Holding Prices Down

Wholesale keeps falling. Los Angeles diesel spot dropped 16.6 cents to $4.870 for the week ending October 2, 49.5 cents in two prints. Retail has not caught down, which is the cushion under the pump price.

Trump: no Iran strike before November 3. He said the U.S. is having “productive discussions” with Iran, and some analysts think the comments were meant to lower prices. A deal to reopen the Strait would be the biggest downside risk in this report.

China plans to resume fuel exports. Beijing is expected to restart shipments after its Golden Week holiday, which would ease the pull on the Pacific barrels California competes for. Winter-blend gasoline, authorized September 28, is still in effect.

Our read: We owe you the accounting first. We called a third straight weekly decline in California diesel. AAA came in at $8.3910, up 1.8 cents, 2.1 cents above the top of our range. We were right about wholesale, which fell another 16.6 cents, and right that the rebound of more than 20 cents would not come. We said a third distillate draw would change our mind; it was 0.1 million barrels and we are not counting it. On gasoline we missed 2.3 cents low. Here is why we are changing the call: retail ignored two big wholesale drops in a row. Either the lag is longer than a week or two, or someone is keeping the margin. Add a record-low seasonal diesel stock, a hurricane over two Gulf refineries and Hormuz explosions, and we are not willing to call a third decline into that. We now lean flat to higher, with the record in range. What we’d do with that: keep buying diesel week to week, but this week cover the loads and irrigation sets you can name for the next 10 to 14 days rather than waiting for a drop, and do not sign a term price into a record. On gasoline, buy what you need; winter blend is working, but Los Angeles spot is rising under it. What would prove the diesel call wrong: a Los Angeles spot print for the week ending October 9 down another 15 cents or more, Isaias damage proving minor with Gulf refiners back quickly, or an Iranian yes on Hormuz. GasBuddy’s Patrick De Haan expects only a small effect from the storm. Enverus’s Carl Larry warned that a prolonged Pascagoula shutdown could take weeks to recover from and move prices sharply. We are watching Thursday’s distillate line and that same day’s Los Angeles spot number, not the storm headline.

⚡

Section 3

Your Other Energy Costs

Winter power rates enter their second week. PG&E’s agricultural winter season began October 1 and runs through May 31 with the same 5–8 p.m. peak window and a lower seasonal charge. Natural gas bounced back to about $3.20 and propane jumped roughly 10 cents in a week.

Input

Where It Is

What It Means for You

Electricity
(pump power)

Winter season, week two
~35¢/kWh blended

Still the cheapest thing on this page, and the gap to diesel held. The peak window stays at 5–8 p.m. every day, and the seasonal energy charge steps down from the summer level on AG-A, AG-B, AG-C and TOU-PA. PG&E’s 2027–2030 General Rate Case is still pending at the CPUC with a decision expected in 2027; PG&E projected about a 5% bundled increase for agricultural customers in 2027 when it filed, and the California Farm Bureau and Western Tree Nut Association have protested. No new filing surfaced this week. The 35¢ figure is a blended statewide estimate. Pull your own tariff before you budget against it.

Natural Gas
(Henry Hub)

Bounced
~$3.20/MMBtu

Henry Hub sits near $3.20 per Trading Economics on October 9, up from about $3.00 last week, up roughly 13% on the month and 3% on the year. Storage built 85 Bcf for the week ending October 2, above the 79 Bcf analysts expected and after 64 the week before. Lower 48 output averaged 111.5 Bcf/d in early October, down from the record 113.3 in August and September. Isaias shut in close to 60% of Gulf natural gas output and threatens LNG terminals, which cuts both ways. Gas is still far and away your cheapest thermal Btu against $8.39 diesel. We did not source a PG&E citygate or SoCal border price this week.

Propane

Jumped
~$1.01/gal Mont Belvieu

Mont Belvieu printed about $1.01 on October 9, up from roughly 91 cents a week ago, up 17% on the month and 55% on the year. EIA’s weekly spot average for the week ending October 2 was 90.2 cents, up from 87.8. If you have not booked frost-protection, dryer and heater gallons, this is no longer a market to wait in. We would finish those gallons before November rather than after.

LCFS &
Cap-and-Invest

Allowances $32.48
LCFS: no fresh print

California cap-and-invest allowances cleared at $32.48/ton at the August 19 auction, the strongest price since November 2024. The next auction is in November. We could not confirm a current LCFS credit price this week, so we are not printing one. These costs do not fall when crude falls. They are the permanent floor under the California premium.

Off-Road /
Dyed Diesel

Flat with on-highway
~73¢ tax spread

Dyed diesel is exempt from California’s 48.2¢ state excise and the 24.4¢ federal excise, about 72.6¢ a gallon before sales tax. That spread is fixed, so your bulk delivered price tracks on-highway in both directions. Los Angeles diesel spot printed $4.870 for the week ending October 2, down 16.6¢ from $5.036. The next weekly print lands Thursday, October 15 and covers the week ending October 9, the verdict on whether wholesale keeps falling.

Diesel pumping versus electric, at this week’s prices. The gap held. A diesel irrigation engine burns roughly 0.055 gallons per horsepower-hour at load. A 100-HP unit running eight hours is about 44 gallons a day, at Fresno’s $8.458 that is $372 a day, unchanged from last week. The same duty on an electric motor at 83 kW is 664 kWh; at 35 cents a kilowatt-hour that is $232. That is $140 a day, per pump, for running the wrong one, the same as last week. Over a 30-day month on three pumps it is still about $12,600. Those figures use a 35-cent blended rate and standard engine fuel maps; pull your own tariff and your own engine curve before you commit, because both vary by operation.

What this week cost a 10,000-gallon harvest program. Statewide diesel rose 1.8 cents in seven days. On 10,000 gallons that is about $180 more, with no change in what you actually did. Step back to thirty days and statewide diesel is up 41 cents a gallon, or $4,080 more to run the same program. Wholesale fell and your bill did not. That is the whole story of the last two weeks.

📰

Section 4

News Behind the Numbers

Global · Highest Impact

Isaias Shut In About 70% of Gulf Oil and Put Two Refineries in Its Path

Hurricane Isaias made landfall near Destin, Florida late Friday as a Category 2 storm. Operators evacuated more than 120 platforms and shut in roughly 70% of U.S. Gulf oil output, about 1.3 to 1.5 million barrels a day, with close to 60% of Gulf natural gas also offline. About 500,000 barrels a day of refining capacity is in or near the track, mostly Chevron’s 356,000-barrel Pascagoula, Mississippi plant, which Chevron said was still operating Thursday. WTI settled at $91.85 and Brent at $104.72. What it means for your fuel bill: analysts are split. GasBuddy expects output back within a couple of days and a small price effect. Enverus warned that a refinery shutdown could take weeks to recover from. California’s pump price is set by Pacific Basin barrels, not Gulf Coast ones, but an outage tightens the same global diesel pool, and U.S. diesel stocks are already at a record seasonal low. We will know more once the damage reports are in Monday.

Refining · Stocks

Diesel Stocks Sit at a Record Seasonal Low, and EIA Raised Its Crude Forecast

EIA’s weekly table for the week ending October 2 put distillate inventories at 105.1 million barrels, down 0.1 million, a third straight draw but the smallest of the three. Gasoline stocks rose 0.3 million barrels to 204.7 million. Analyst Andrew Lipow says U.S. diesel stocks are the lowest for this time of year since EIA began collecting data in 1982. EIA’s October outlook raised its fourth-quarter Brent forecast by $14 to $105, expects East Coast distillate stocks to stay about 20% below the five-year average through the coming winter, and sees U.S. retail diesel averaging about $4.50 next year, down from $6.29 in September. The honest read: we told you a third draw would change our mind, and at 100,000 barrels it does not. The level is the story, not the weekly change. The 2027 forecast is a forecast; budget this winter off today’s price.

Geopolitics · Hormuz

Trump Says No Strike on Iran Before November 3, and the Strait Stays Dangerous

Thursday night Trump posted that the U.S. will not attack Iran before the November 3 midterms and that the two sides are having “productive discussions.” Some analysts think the comments were meant to lower prices. Iran’s foreign minister said Tehran is reviewing the U.S. response to its seven-day plan to reopen the Strait of Hormuz and will reply within “the next few days.” Friday, Iranian media reported “massive explosions” in the southern Strait and said tankers on unauthorized routes may have struck sea mines. Earlier in the week Iran’s president called the talks “futile” while the vice president said Iran must make a “meaningful” cut to its enrichment capacity. Why it matters on the ground: about 17% of California’s internationally sourced crude in 2025 passed through the Strait, so this is not an abstraction for our refiners. A reopening deal is the biggest downside risk to this report and a mine strike is the biggest upside.

Pacific Supply · China

China Plans to Resume Fuel Exports After Golden Week

Last week China ordered refiners to suspend fuel exports. This week reports say Beijing plans to resume shipments after its Golden Week holiday, which eased some supply concerns Friday. For you: China’s barrels compete with California’s for the same Pacific demand, so a restart would take some pressure off diesel and jet. We would treat it as a plan until cargoes actually show up, because diesel and jet fuel markets stay vulnerable either way.

California · Record Watch

Diesel Is 4.8 Cents Under Its Record, and the Valley Split Five Up, Four Down

California diesel set its all-time record of $8.4387 on September 22 and sits at $8.3910. Regular gasoline eased to $6.3069, against a record of $6.4375 from June 14, 2022. The structure behind both has not changed: the 48.2¢ state excise, cap-and-invest, LCFS costs, a fuel spec nobody else makes, and refining capacity that is shrinking as Phillips 66 and Valero facilities close. In the Valley, Hanford took back 6 cents, Visalia gave back about 6, Bakersfield became the cheapest fill at $8.282 and Madera stayed the dearest at $8.474. What the week did to a load: a 400-mile round trip at 6 mpg burns about 67 gallons. At Fresno’s $8.458 that is $567, about a dollar over last week. Fill that same load in Madera instead of Bakersfield and it costs you about $13 more.

✅

Section 5

What To Do This Week

✓ Action Items

1. Keep buying diesel week to week, and cover the next 10 to 14 days. Wholesale is down 49.5 cents in two prints but the pump is 4.8 cents from a record and Gulf refiners are in a hurricane’s path. Cover the loads and irrigation sets you can name now, and do not sign a term price into a record.

2. Ask where the wholesale drop went. Los Angeles diesel spot fell 16.6 cents more and retail rose 1.8. Get the rack basis on every delivery ticket in writing, with language that moves your price down when the rack moves down, and ask your supplier about any ticket that has not.

3. Buy gasoline as you need it. Regular fell 8.2 cents and winter blend is working, but Los Angeles gasoline spot rose 17.1 and then 14.4 cents in the last two prints. Do not run the shop fleet dry waiting for lower.

4. Book propane now. Mont Belvieu is back above a dollar, up about 10 cents in a week and 17% on the month. Finish your frost-protection, dryer and heater gallons before November.

5. Index your surcharges to California. The DOE national average fell 18.3 cents while California fell 9.9, and the California premium widened to $1.88. Put the EIA California series or a West Coast rack in writing on every hauling contract.

👀 What We’re Watching This Week

Monday, Oct. 12: Columbus Day federal holiday, so EIA releases shift a day. The first market read on Isaias damage, Gulf platform restarts and whether Chevron’s Pascagoula refinery stayed up.

Tuesday, Oct. 13: Iran’s reply to the U.S. response on reopening the Strait of Hormuz is due “within the next few days.” Watch the crude open on any headline.

Wednesday, Oct. 14: EIA weekly retail gasoline and diesel survey, shifted from Tuesday for the holiday. Our call is California diesel $8.05–$8.20 and regular $6.10–$6.22. API stocks report at 4:30 p.m. EDT.

Thursday, Oct. 15: EIA Weekly Petroleum Status Report at noon EDT, delayed from Wednesday. Go straight to the distillate line. Also the EIA weekly spot price release, with the Los Angeles diesel print for the week ending October 9: that number is the verdict on whether wholesale keeps falling. EIA natural gas storage report at 10:30 a.m. EDT.

Sunday, Oct. 18: AAA’s weekly read, and whether California diesel takes out $8.4387.

Ongoing: Strait of Hormuz transit and mine reports, Gulf refinery and platform restarts, China’s export restart, Ukrainian strikes on Russian refineries, and the pace of the G7 and European reserve releases.

Let’s Build Your Energy Plan

Fuel, pumping power and input costs all run through the same budget. We can walk your operation, look at your rate schedule and pump efficiency, and time your buys around what the market is actually doing. Reach out any time.

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Bryan Mello

B Mello Ag Services, Central Valley, California

B Mello Ag Services · Central Valley, CA

Weekly Energy Update · Week 42 · Published Monday, October 12, 2026

Every issue we have ever published is free at bmelloag.com/reports, field conditions, ag crime, markets, fuel and fishing.

(559) 816-3889 · bryan@bmelloag.com

This Weekly Energy Update is provided for informational and educational purposes only. Fuel, power and commodity prices are sourced from publicly available market and industry reports as of the publication date and are subject to rapid change; figures are approximate and forward-looking statements reflect our current market view, not a guarantee. Retail averages will differ from your rack, cardlock or contract pricing. Pumping efficiency figures are engineering estimates based on standard formulas and house assumptions; your own tariff, engine curve, lift and water quality will change the result. This publication does not constitute financial, legal, or agronomic advice. Always consult a licensed commodity broker before making marketing or hedging decisions and a licensed PCA/CCA before making agronomic decisions. B Mello Ag Services assumes no liability for decisions made based on information in this publication.

Data sources: U.S. Energy Information Administration weekly retail gasoline and diesel price survey for the week of October 5, 2026 (next release Wednesday, October 14, 2026), including the U.S., West Coast PADD 5 and California series; EIA Weekly Petroleum Status Report tables for the week ending October 2, 2026 (next release Thursday, October 15, 2026); EIA weekly spot price series for the week ending October 2, 2026, released October 7, 2026 (next release October 15, 2026), including Los Angeles ultra-low-sulfur diesel, Los Angeles RBOB gasoline and Mont Belvieu propane; AAA Fuel Prices California statewide and metro averages as of October 11, 2026, including recorded highs; EnergyNow.com and the Al Attiyah Foundation weekly energy market review for NYMEX WTI and ICE Brent settlements and weekly changes for Friday, October 9, 2026; Associated Press reporting of October 9, 2026 on Hurricane Isaias and fuel prices (via Click2Houston); Insurance Business reporting of October 9, 2026 on Gulf shut-ins and U.S. diesel stocks; Georgia Public Broadcasting and NPR reporting on the oil industry and Isaias; Al Jazeera reporting of October 9, 2026 on U.S.-Iran talks and the Strait of Hormuz; Hydrocarbon Engineering coverage of the EIA October 2026 Short-Term Energy Outlook; BOE Report schedule for U.S. energy data in the holiday week; EIA gasoline and diesel release schedule; Trading Economics natural gas and propane quotations as of October 9, 2026 and accompanying storage commentary; Office of Governor Gavin Newsom release of September 28, 2026 on winter-blend gasoline; CARB and Clear Blue Markets reporting on the August 19, 2026 cap-and-invest auction; California Department of Tax and Fee Administration motor vehicle fuel and diesel excise tax rates; PG&E agricultural electric rate schedules AG-A, AG-B, AG-C and TOU-PA, the summer/winter season tariff and the pending 2027–2030 General Rate Case at the CPUC, as reported by Agri-Pulse.

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