What changed, why it matters, and what most people may be overlooking.
The government lowered special export levies on diesel, petrol and aviation fuel immediately, easing pressure on refiners while preserving a mechanism that can rise again if margins recover.
The administration is considering support for expansions and efficiency upgrades as diesel tops $6, but near-full utilisation means money cannot create quick spare capacity.
Total consumption fell 6.3% from July to 18.61 million tonnes, yet year-on-year petrol and diesel sales rose—making the composition more revealing than the headline.