The US diesel demand has plummeted to its lowest seasonal level in 26 years, prompting discussions about the reasons behind this decline. While economic slowdowns and inflation are contributing factors, the rise of commercial electric vehicle (EV) sales is playing a significant role. Companies like Volvo, Nissan, Hyundai, and Daimler are transitioning away from diesel engines, with Volvo recently producing its last diesel vehicle. The commercial EV market is witnessing substantial growth, with a 250% increase in zero-emission heavy truck sales. Reports indicate a remarkable surge in battery-electric cargo van deployments, showcasing a 461% rise compared to previous figures. Major fleet operators are actively embracing electric trucks, with notable orders from companies like Sysco, Einride, DHL, Loblaw, and Penske for electric semi-trucks. This shift towards electric vehicles is reshaping the transport industry, leading to a decline in diesel demand. The oil industry recognizes this trend and is adjusting its strategies, anticipating a continuous drop in diesel consumption as the market shifts towards more efficient and sustainable alternatives. As commercial fleets increasingly electrify and adopt hydrogen technology, the narrative around energy in the transportation sector is evolving rapidly.