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ULSD heating oil futures were unchanged at $4.26 a gallon on November 14 with Brent at $96.29 a barrel. BMI analysis cited in the article warns that Russian refinery runs could lead Russia to import fuel and that Russia has lost roughly one million barrels a day of diesel exports.
Tighter global diesel supply raises freight and processing costs for feed producers and can support the energy complex. The effect on feed commodities is indirect.
energyreader.ioEnergyReader NewsroomNov 14, 2026After 107 past bullish macro events, ULSD / Diesel moved a median -0.5% over 5 sessions (44% higher; middle half -3.3% to +1.6%), and +1.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
