China September gasoline output falls 13.6% to 11.457M tonnes

The decline is broad rather than confined to one product, with gasoline and diesel leading the drop while kerosene held up best — a pattern that points to weaker road-fuel demand rather than a single refinery outage. For RWA and energy-linked markets, the read-through sits in the refining margin and feedstock side: naphtha and LPG also fell, so the pullback runs through the whole barrel. Whether this reflects seasonal maintenance, soft domestic consumption, or a deliberate run cut is the open question, and the next monthly print will be the tell.