Sure (reelection ploy) —
But as you point out - *contract* prices up and down the chain. 6 weeks out from the election - even if diesel prices were to move as hoped under the ploy (and no guarantee they would), it’s already getting to be too late to have a meaningful impact... let’s not forget, early voting in Iowa, Texas, and elsewhere starts in about 3 weeks.
Moreover, Patrick de Haan wrote a lengthy piece skeptical about such an export ban just yesterday. Worth the read —https://gaspriceguy.substack.com/p/why-a-diesel-export-ban-wont-fix
What is funny in my industry is that the railroads constantly add FUEL SURCHARGES based on the current price of diesel. When they contract out about two years in advance with futures contracts on diesel.
What I mean is it is not like the BNSF railroad stops the locomotive at the station to fill up based on todays pricing.
The current changes in the price of diesel will not really effect the railroads cost until 2028. Yet, they will raise their fuel surcharge on October first and again on November, December, etc. Typically 2-4% each month. Then they will announce new rates for 2027 sometime in November.