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Analysts at Kpler say Atlantic Basin diesel remains structurally undersupplied into Q4, with lean US PADD 1, PADD 2 and European stocks. Middle East refinery turnarounds remove about 875 kbd of winter ULSD capacity, and new EU sanctions on Russian feedstock loom in January.
Persistent diesel tightness keeps distillate and crude prices supported and raises freight and drying costs for feed mills and grain handlers.
kpler.comZameer YusofAug 26, 2025Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
