FreightWaves oil report: physical diesel markets strengthen; IMO 2020 link eyed

After 90 past bullish policy events, ULSD / Diesel moved a median +1.4% over 5 sessions (66% higher; middle half -1.9% to +4.1%), and +0.1% over 20.

• Jan 5, 2019The FreightWaves oil report: Mexico steps in with a new chunk of low sulfur diesel demand - FreightWaves+6.0%
• Oct 26, 2019FreightWaves oil report: Valero's conference call had little good news on the impact of IMO 2020 - FreightWaves-2.5%
• Aug 22, 2018IMO 2020: Oil market could see a diesel fuel resurgence, analysts say+4.2%
• Nov 3, 2016Market Eye: Diesel Markets Set to Tighten Before 2020 | Energy Intelligence-2.1%
• Sep 27, 2019Port Report: truckers beware – IMO 2020 will cause fuel prices to “go through the roof” - FreightWaves-3.9%

After 210 past bearish policy events, Crude Oil (Brent) moved a median -0.9% over 5 sessions (48% higher; middle half -3.8% to +3.2%), and +0.2% over 20.

• Nov 24, 2021Reserve oil being released into market that may have peaked - FreightWaves-14.7%
• Jun 2, 2025Soybean oil quotations are declining against the backdrop of uncertainty in the US biofuel market and falling oil prices, but the reduction of duties in India will strengthen demand+4.9%
• Nov 6, 2019Oil markets fall as it is reported that OPEC+ members are not looking for another production cut — Octa-1.1%
• Mar 26, 2024Oil settles lower as markets weigh Russian supply woes+2.1%
• Oct 5, 2025Surging OPEC+ oil output leaves market with shrinking shock absorbers | Reuters-2.7%