Fuel Data Lab

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Fuel price signals and analytics

Fuel Stress Score

74

Elevated stress. Market conditions warrant caution.

Higher than 80% of historical weeks

Diesel prices are volatile but directionless, at historically high levels, highly synchronized nationwide.

U.S. No 2 Diesel Retail PricesMonday, August 24, 2026

Elevated stress suggests increased market uncertainty; consider scenario planning.

Since last week:
VolatilityRegimeChangedCoherenceSurpriseLow
Price History (10 Years)
rising
falling
volatile
shocked
mean reverting

Market State

Regime

volatile

9 weeks in regime

Shape

drift

Pattern emerging

Coherence

100%

Regions moving in lockstep

No dominant price pattern detected; mixed signals in recent weeks.

Position vs History

Percentile (10y)

99%

Historically expensive

Z-Score (5y)

+2.10

Outside normal

Time Above $4.00

45%

Currently above threshold

Recent Motion

Spot Price

$5.652

1W Change

+0.198

4W Change

+0.339

Volatility (12w)

0.3148

Historical Analogs

In 3 similar historical periods, prices rose in the following month.

Current stress is below peak levels seen in historical data.

Aug 1997Nov 1997

Prices remained stable

76% match

-2¢ / 4w

Jan 2010Apr 2010

Prices rose significantly

76% match

+11¢ / 4w

Oct 2013Jan 2014

Prices remained stable

74% match

+4¢ / 4w

Advanced Analytics

Forward Distribution

Given this regime, historically...

In volatile + high coherence regimes (n=3):

4 weeks

67%

higher

8 weeks

Est.

12 weeks

33%

lower

Median change (4w)+4¢
10% worst case (4w)-2¢
10% best case (4w)+11¢

Historically unfavorable. In similar conditions, prices more often rose than fell over the following month.

Why This Happened

This week's increase is most consistent with volatility shift, possible unstable regime, and historical high.

Volatility shifthigh

Market volatility has increased, adding uncertainty to prices

Unstable regimemedium

Market in volatile regime, prices less predictable

Historical highhigh

Price at 99th percentile vs 10-year history

Regime Stability

Stability Score

41%

Transition Risk

elevated
Current:Volatile
9w
65%
Rising volatility50
Moderate regime duration+40
High regional coherence+35

Regime stability is weakening. Elevated probability of transition within 4-6 weeks.

Threshold Heatmap
Current Price$5.652
$5.00$5 resistanceCurrent Zone
20% time above+65¢ above
$4.50High
30% time above+115¢ above
$4.00Elevated
45% time above+165¢ above
$3.50Moderate
94% time above+215¢ above
$3.00Normal
100% time above+265¢ above
$2.50Low
100% time above+315¢ above
Rarely above
Sometimes
Often above
Regional Divergence Radar
Most Likely to Decouple

PADD1

-15¢ vs national

Spread Tension48%

Regions are moving in sync. No significant divergence signals.

Multi-Fuel Correlation

30-Day Correlation

100%

Strength

strong

Diesel

+19.8¢

Volatile

Gasoline

+3.6¢

Stable

Diesel
leads by ~1w
Gasoline

Diesel has been leading gasoline by ~1 week. Watch diesel for early directional signals.

Seasonal Trends

Data Range

11 yrs

2016–2026

Typical High

May

$3.70 avg

Typical Low

Dec

$3.33 avg

vs Seasonal Avg

+52.9%

Week 35

Diesel prices typically peak around May ($3.70) and bottom in Dec ($3.33). Current price is 52.9% above the seasonal average for week 35.

Signal Stability

Some signals are uncertain; interpret with context.

Signal Confidence
Regime65%
Shape50%
SurpriseLOW
CoherenceHIGH
Recent Events

All Clear

No abnormal price shocks in the last 4 weeks.
Market volatility is within normal bounds.

Regional Sync

100%

Top 10% of historical weeks