The new export quotas cover gasoline, diesel fuel, and jet fuel. Late June reports said the Chinese government would only allow state refiners to export 800,000 tons of refined fuels in July. This deepened an already severe fuel supply crunch, with the exception of some volumes shipping out to certain countries in Southeast Asia. At the time, China told energy companies to suspend new fuel export contracts and try to cancel already arranged fuel shipments abroad as global fuel markets tightened amid the Middle Eastern war that effectively froze most traffic through one of the world's biggest oil and fuel chokepoints. In June, China's fuel exports shot up, with fuel oil sales abroad specifically surging by 18% on the year and hitting the highest level since the start of 2026, reaching 577,000 barrels daily amid a global scramble to secure the fuel that powers ships.