Brazil — currently the single largest buyer of U.S. diesel in September—faces an abrupt fuel crisis if the Trump administration moves forward with a reported 90-day export ban, according to multiple energy analysts, arriving at the worst possible moment: nine days before the country's first presidential election round.
This matters now because Brazil is simultaneously running fuel subsidies to protect voters from record-high energy prices—a political lifeline that a U.S. export restriction could instantly unravel.
