China August Gasoline Exports Fall 17.5% as Jet Fuel Exports Jump 41.4%

The divergence matters more than the gasoline drop itself: jet fuel and diesel exports rising while gasoline falls points to refinery output shifting toward middle distillates, likely tracking weaker domestic gasoline demand or stronger regional jet fuel pull. The 32.8% import decline reinforces a picture of China leaning on its own refining capacity. Whether this product-mix shift persists into autumn, and whether it tightens Asian gasoline supply, is the open question.