Refinery Implications
•During next decade, refiners will see little shift in diesel/gasoline demand due to diesel LDV growth
•Since the U.S. has a very small diesel-fueled LDV base, growth for U.S. diesel LDVs in the next 5 years will likely be slower than Europe’s recent penetration surge
•Assuming the U.S. will not create a separate LDV diesel fuel in the near term, refiners should see little impact of a developing LDV diesel  market in the next decade
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SIn summary, I don’t see U.S. growth in diesel-fueled light-duty vehicles having a large impact on the refined product slate during the next 10 years.  Further down the road may be another story, but refiners should be able to see it coming well in advance.

SSince the U.S. is starting from a very small base, it simply takes time for enough vehicles to get into the fleet to make a big difference.

SNote also, that I don’t see the petroleum industry creating yet another diesel fuel type for the distribution system any time soon.

SWith these assumptions, I don’t believe the increased need for diesel fuel from potential light-duty vehicle sales will become a major constraint for diesel-fueled light duty vehicle growth – at least during the next 10 years.