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EU sanctions on Russian petroleum product exports take effect February 5, adding risk to diesel markets. US East Coast distillate inventories are low and the East Coast premium over the Gulf Coast has widened sharply.
The analysis recommends strategic inventories to improve supply resilience.
Low East Coast distillate stocks and the EU sanctions support diesel prices, raising freight and fuel costs for feed. Strategic reserves could limit future spikes.
energypolicy.columbia.eduJan 31, 2023After 250 past bullish geopolitics events, ULSD / Diesel moved a median +1.7% over 5 sessions (58% higher; middle half -3.6% to +8.7%), and +0.9% 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.
