# USGC Distillate Market Begins 2025 with Risks and Opportunities | OPIS Insights

> OPIS reports the US Gulf Coast distillate market enters 2025 with strong stocks and high export demand. The planned closure of LyondellBasell's 268,000 b/d Houston refinery in Q1 could cut jet and ULSD output, though new refinery expansions should offset it.

- Date: 2025-01-29 · published 2025-01-29T12:00:00.000Z
- Category: logistics · region US · magnitude low
- Page: https://feedsoft.ai/events/26680-usgc-distillate-market-begins-2025-with-risks-and-opportunities-opis-insights
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

A possible Gulf Coast refinery closure and higher Nigerian imports could tighten diesel supply and lift prices in the second and third quarters. Strong export demand supports the outlook for higher distillate costs.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2024-02-07 | [US West Coast distillate prices jump on flare reports, export demand](https://feedsoft.ai/events/31858-us-west-coast-distillate-prices-jump-on-flare-reports-export-demand.md) | +5.2% | -2.8% |
| DIESEL | 2018-09-19 | [Monthly Market Update: Florence impacts, macroeconomics, and IMO 2020 - FreightWaves](https://feedsoft.ai/events/63230-monthly-market-update-florence-impacts-macroeconomics-and-imo-2020-freightwaves.md) | +3.1% | +4.7% |
| DIESEL | 2019-06-27 | [Freight Market Update: June 26, 2019 \| Flexport](https://feedsoft.ai/events/58488-freight-market-update-june-26-2019-flexport.md) | -3.4% | -3.0% |
| DIESEL | 2026-02-26 | [Diesel EFS widest in two-months as European markets tighten](https://feedsoft.ai/events/20777-diesel-efs-widest-in-two-months-as-european-markets-tighten.md) | +23.6% | +49.6% |
| DIESEL | 2026-10-20 | [Benchmark diesel price up as market takes a short breather - FreightWaves](https://feedsoft.ai/events/632-benchmark-diesel-price-up-as-market-takes-a-short-breather-freightwaves.md) | -0.2% | — |

## Sources

- opis.com: https://www.opis.com/blog/usgc-distillate-market-begins-2025/

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