Think of a barrel of crude oil like a pizza. You can’t just make one thing from it. Refineries are built to slice that pizza in a certain way. For years, they were set up to make more petrol than diesel, because that’s what we all drove.
But then, the world shifted. Trucks, trains, ships, and farm tractors said, “We need diesel!” That’s because diesel engines are incredibly efficient for heavy lifting. Suddenly, everyone wanted a bigger slice of that diesel pizza.
To get more diesel, refineries have to do extra, expensive work. It’s like trying to turn a Hawaiian pizza into a Margherita—you have to pick off the pineapple, add more cheese, and it costs you time and money. That cost gets passed right to you.