The EU Oil Coordination Group, including the European Commission, member states and the IEA, said diesel and jet fuel supplies remain tight across Europe but there is no physical shortage. The Commission will keep monitoring and is preparing a strategic dialogue with EU refineries.
Persistently tight European diesel supply supports diesel and freight costs for feed logistics, though the absence of a physical shortage limits the immediate price impact.
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.
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.