Shipping cost of diesel from overseas is more than shipping cost from the US Gulf States?
There should be plenty of tankers available. After the Ukies whacked over 200 tankers of various sizes (also includes some cargo ships) in the Black Sea and Sea of Azov, in a few weeks, nobody really wants to be shipping petroleum products in those waters...
My wife was showing me a couple vids on Facebook by Filipino sailors whose ship got droned in the Black Sea, after leaving the Port of Novorossiysk, and then the ship that rescued them was attacked too. They got out ok, but their message was: “Don’t come here!”
Also, the Jones Act can be suspended in this instance.
Note that I’d be ok with export limits. A ban doesn’t make sense.
Even with the current Jones Act waivers that are in place it’s still more expensive. The shippers aren’t just going to do it for less. They will go where the money is. Or you need to meet that money. The market is ridiculous right for shipping and the costs are high.