Exports Stabilize Fuel

Canada successfully raises crude and diesel deliveries into the U.S. above 1 million barrels per day, easing immediate distillate tightness after the G7 reserve release. This is the most likely path because both Ottawa and Washington have near-term incentives to lower diesel prices while avoiding another tariff escalation.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.