Donald Trump is considering a ban on U.S. diesel exports, a move aimed at lowering diesel prices for consumers as the global fuel market tightens. Multiple outlets report that Trump has said he is “thinking very seriously” about the idea, while others describe proposals ranging from partial restrictions to broader bans. Diesel prices in the US and abroad are at or near record levels amid supply disruptions.

Several analyses and reports say an export ban could initially bring down domestic diesel prices, but that the effect may be temporary and could backfire by changing refinery output. Industry groups and analysts warn that limiting exports would reduce incentives for U.S. refiners, potentially leading to higher gasoline and other fuel prices when production shifts. Estimates cited across outlets include the idea that diesel could become “stranded” if domestic demand cannot absorb all output, and that storage limits could cap any near-term benefit.

Outlets also emphasize geopolitical and market-wide spillovers: diesel shortages and refinery constraints abroad are already straining supply, and the US is a major source for global diesel. The Guardian adds that some European officials and governments are discussing how to respond, with claims that the policy could push global prices higher. The administration’s position appears divided, with some officials opposing a full blanket ban and pointing to alternative tools.