U.S. exports of refined petroleum products have surged, revealing significant opportunities for small business owners in related sectors. According to the latest data from Vortexa Analytics, in January 2026, exports reached an impressive 6.3 million barrels per day (b/d), marking a 10% year-over-year increase and nearing record levels. This growth was largely driven by rising exports of diesel, gasoline, and liquefied petroleum gases (LPG).
Small business owners in distribution, retail, or energy-intensive industries should pay close attention to these trends, as they may unlock new avenues for growth and profitability. Diesel exports, in particular, have demonstrated a remarkable shift in destination—more diesel is now heading to Europe and less to South America, a change that could impact pricing strategies and availability of fuel domestically.
The increasing demand for diesel in Europe, driven by heightened needs for power and heating during the winter months, is a critical factor. Sanctions against Russian oil companies have disrupted global supply chains, leading to tighter markets and higher refining margins as of last November. While conditions have improved somewhat, challenges persist in the European diesel market, which may further emphasize the need for U.S. exports.
Diesel is not the only product experiencing growth. Exports of LPG have also increased by more than 210,000 b/d—or 7%—compared to January 2025. This mirrors a growing trend of propane and butane shipments from the U.S. Gulf Coast, spurred by inventory levels that have remained above the five-year high this winter. The increase in LPG exports suggests not just a thriving market, but also an opportunity for small businesses that deal with storage, transportation, or retailing propane and butane.
Gasoline and jet fuel exports are also climbing, likely due to lower U.S. prices making American fuels more attractive. January 2026 saw gasoline exports rise by around 55,000 b/d (7%), while jet fuel exports soared by over 60,000 b/d (78%). This trend may reflect strong U.S. refinery operations, stemming from increased diesel production spurred by European demand.
However, as with any opportunity, challenges loom. The shifting landscape means small business owners must navigate not only competitive pressures from international markets but also the complexities of shipping logistics and regulatory compliance. Adjusting to fluctuating prices and potential supply shortages requires agility and forward-thinking strategies.
For small businesses, understanding these dynamics is crucial. Engaging in proactive discussions about procurement, refining operational efficiencies, and developing strong supplier relationships will be instrumental in capitalizing on these export opportunities. Moreover, diversifying offerings—potentially embracing energy-efficient practices or alternative fuels—could provide a competitive edge.
The January data pointing to a total of 7.0 million b/d in petroleum product exports affirms a robust upward trajectory. As diesel exports to Europe have more than doubled from 167,000 b/d to 396,000 b/d, small and mid-sized businesses should evaluate their positions in the local energy market. The traditional reliance on South America is shifting; adapting to these new export patterns could position businesses for ongoing success.
In summary, the rise in U.S. petroleum product exports underscores a transformative moment for small businesses. By staying informed and flexible, they can leverage these industry shifts to enhance their own operations, potentially leading to greater profitability and resilience in an evolving market landscape.
For those looking for further details, you can access the full report here.
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