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Turner, Mason & Company lists bullish and bearish factors for US diesel, including the lowest distillate stocks since 2005 and a 4.2 million barrel EIA inventory build. The firm says uncertainty remains high and ULSD futures could move sharply higher in the rest of 2025.
Tight US distillate supply and a possible rally point to higher diesel costs for trucking and feed logistics in the second half of the year.
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.