Fuel Data Lab

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Fuel price signals and analytics

Fuel Stress Score

55

Moderate stress. Some volatility present.

Higher than 87% of historical weeks

Diesel prices are stable and calm, above historical average, highly synchronized nationwide.

U.S. No 2 Diesel Retail PricesMonday, February 16, 2026

Stable regimes favor fixed-price strategies and budget predictability.

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

Market State

Regime

stable

8 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)

69%

Normal range

Z-Score (5y)

-0.45

Within 1.5σ

Time Above $4.00

35%

Currently $0.29 below

Recent Motion

Spot Price

$3.711

1W Change

+0.023

4W Change

+0.181

Volatility (12w)

0.0499

Historical Analogs

In 3 similar historical periods, prices stayed flat in the following month, averaging -12¢ over 12 weeks.

Current stress is approaching peak levels seen in historical data.

Mar 2015May 2015

Prices fell significantly

82% match

-6¢ / 4w

Feb 2001May 2001

Prices remained stable

82% match

+4¢ / 4w

Dec 2018Mar 2019

Prices remained stable

77% match

+1¢ / 4w

Advanced Analytics

Forward Distribution

Given this regime, historically...

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

4 weeks

67%

higher

8 weeks

Est.

12 weeks

33%

lower

Median change (4w)+1¢
10% worst case (4w)-6¢
10% best case (4w)+4¢

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.

Volatility shifthigh

Market volatility has increased, adding uncertainty to prices

Regime Stability

Stability Score

88%

Transition Risk

low
Current:Stable
8w
97%
High regime confidence+50
Rising volatility50
Moderate regime duration+40

Current regime appears stable. Low probability of near-term transition.

Threshold Heatmap
Current Price$3.711
$5.00$5 resistance
12% time above129¢ below
$4.50High
21% time above79¢ below
$4.00Elevated
35% time above29¢ below
$3.50ModerateCurrent Zone
83% time above+21¢ above
$3.00Normal
100% time above+71¢ above
$2.50Low
100% time above+121¢ above
Rarely above
Sometimes
Often above
Regional Divergence Radar
Most Likely to Decouple

Rocky Mountain

-10¢ vs national

Early Movers (Leading National)

Rocky Mountain
+6.8¢/w
Gulf Coast
+3.5¢/w
Spread Tension47%

Regions are moving in sync. No significant divergence signals.

Multi-Fuel Correlation

30-Day Correlation

100%

Strength

strong

Diesel

+2.3¢

Stable

Gasoline

+2.2¢

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

Jan

$3.50 avg

Typical Low

Mar

$3.33 avg

vs Seasonal Avg

+8.3%

Week 8

Diesel prices typically peak around Jan ($3.50) and bottom in Mar ($3.33). Current price is 8.3% above the seasonal average for week 8.

Signal Stability

Signals are internally consistent.

Signal Confidence
Regime97%
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