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Kpler data shows 10 of the top 15 diesel importers have cut purchases in 2026 versus 2025 averages because of high prices. Turkey's continued import demand is cited as likely to support international diesel prices.
Demand destruction among major importers eases some global diesel tightness, but persistent import demand from Turkey limits downside for diesel prices and freight costs.
After 26 past bullish trade events, ULSD / Diesel moved a median -1.9% over 5 sessions (31% higher; middle half -5.6% to +1.6%), and -4.8% 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.