U.S. Gulf Coast refiners are benefiting from disruptions to Middle Eastern oil flows from the Iran war, increasing demand for U.S fuel exports. This comes as Asian and European refiners have been hit hard by a slump in Middle Eastern crude exports due to Iran's Strait of Hormuz, forcing some to cut production. The US. has about 18 million barrels per day (bpd) of refining capacity, much of it on the Gulf Coast export hub. Despite this, refiners may not be immune to rising crude costs due to increased global demand. Diesel and jet fuel markets have been particularly affected by this, particularly due to the impact of Iran's blockade.