# Geopolitical developments contribute to elevated diesel prices -
		U.S. Energy Information Administration (EIA)

> Global diesel refining margins widened to their highest level of 2025 after refinery outages in Russia and the Middle East. New EU sanctions on Russian oil companies tightened global diesel supply, lifting crack spreads above $1/gal in several hubs.

- Date: 2025-12-03 · published 2025-12-03T12:00:00.000Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/21708-geopolitical-developments-contribute-to-elevated-diesel-prices-u-s-energy
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Crude Oil (Brent)](https://feedsoft.ai/c/BRENT.md)

## Why it matters

Tighter diesel supply and higher crack spreads raise the cost of fuel for farm and feed logistics and add upward pressure on energy costs across the feed chain.

## Read by commodity

- BRENT: bullish ▲
- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2023-03-07 | [EU’s ban on diesel fuel from Russia shifts trade patterns -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/37033-eu-s-ban-on-diesel-fuel-from-russia-shifts-trade-patterns-u-s-energy.md) | -4.2% | -7.0% |
| DIESEL | 2022-03-04 | [Crude oil prices rise above $100 per barrel after Russia’s further invasion into Ukraine -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/9458-crude-oil-prices-rise-above-100-per-barrel-after-russia-s-further-invasion-into.md) | -5.5% | +2.4% |
| DIESEL | 2025-01-17 | [International Diesel Prices Surge After U.S. Sanctions on Russia \| OilPrice.com](https://feedsoft.ai/events/11455-international-diesel-prices-surge-after-u-s-sanctions-on-russia-oilprice-com.md) | -3.6% | -5.3% |
| DIESEL | 2023-01-31 | [US Diesel Supply Risks in the Era of Energy Security and Transition - Center on Global Energy Policy at Columbia University SIPA \| CGEP %](https://feedsoft.ai/events/37970-us-diesel-supply-risks-in-the-era-of-energy-security-and-transition-center-on.md) | -10.4% | -9.3% |
| DIESEL | 2025-10-28 | [The Commodities Feed: Sanction concerns boost diesel prices \| ING THINK](https://feedsoft.ai/events/22596-the-commodities-feed-sanction-concerns-boost-diesel-prices-ing-think.md) | -1.4% | -1.1% |
| BRENT | 2022-03-04 | [Crude oil prices rise above $100 per barrel after Russia’s further invasion into Ukraine -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/9458-crude-oil-prices-rise-above-100-per-barrel-after-russia-s-further-invasion-into.md) | -0.9% | -4.7% |
| BRENT | 2025-01-17 | [International Diesel Prices Surge After U.S. Sanctions on Russia \| OilPrice.com](https://feedsoft.ai/events/11455-international-diesel-prices-surge-after-u-s-sanctions-on-russia-oilprice-com.md) | -4.1% | -8.0% |
| BRENT | 2026-03-02 | [Diesel and Gasoline Prices Rise on Iran Strikes - TT](https://feedsoft.ai/events/8776-diesel-and-gasoline-prices-rise-on-iran-strikes-tt.md) | +31.0% | +62.6% |

## Sources

- eia.gov: https://www.eia.gov/Todayinenergy/detail.php?id=66764

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.