Goldman Sachs estimates a sudden cutoff of U.S. diesel exports could reduce Latin American GDP by around 1%, although inventories and alternative suppliers would soften the impact. In the U.S., diesel prices could initially fall 25 cents per gallon per week, but Goldman says the effect could eventually reverse as storage fills and gasoline prices rise. Globally, a sustained 10% diesel-price increase could add 0.1 percentage point to headline inflation.