
Reuters columnist Ron Bousso says Atlantic Basin diesel prices have decoupled from tight supply and strong demand, with US diesel stocks 6% below the five-year average and ARA stocks down 12% since February. He attributes the weak prices to concern about the global economic outlook.
Tight US and European distillate stocks argue for higher diesel prices, but weak margins reflect growth fears that could cap any rally. For feed buyers, the signal is mixed: freight and fuel costs may stay firm or ease depending on the macro outlook.
Tras 11 eventos neutral de macro pasados, ULSD / Diésel se movió una mediana de +1,8 % en 5 sesiones (64% al alza; mitad central entre -0,6 % y +4,1 %), y +3,9 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.