
Refiners are facing constraints on the fuel they can produce, including lost Russian supply due to the war in Ukraine, pandemic-era refinery closures, and a surge in natural gas prices. Europe, which relies heavily on diesel, is especially exposed.
Reduced refining capacity and supply losses tighten diesel markets, pushing prices higher and raising distribution costs for feed.
Tras 250 eventos alcista de geopolítica pasados, ULSD / Diésel se movió una mediana de +1,7 % en 5 sesiones (58% al alza; mitad central entre -3,6 % y +8,7 %), y +0,9 % 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.
Lost Russian supply, refinery closures and high natural gas prices constrain distillate output, especially in Europe, supporting diesel prices.