Trump has declared U.S. oil production, refining and pipelines essential to national defense, opening up funding for the Defense Production Act. The problem is the capacity. US refineries averaged over 95% utilization from May to October. Congress appropriated $1 billion in DPA energy funding, with up to $150 million now proposed for refinery expansion. Deluxe Tyler Refinery: 74,000 bpd, candidate for expansion. Brownsville: New 168,000 bpd refinery proposed with Indian backing. This will help diesel prices in 2030, but it's only 8 days until mid-term.