# Market Talk | Biggest Rally of the Year Stalled Amid Middle East Tensions

> Energy futures had their biggest one-day rally of the year on Wednesday on Middle East supply fears, but prices reversed overnight. RBOB and ULSD dropped more than a nickel after rallying near May highs, as US embassies prepared for possible attacks and Israel struck a Houthi port.

- Date: 2025-06-12 · published 2025-06-12T12:00:00.000Z
- Category: geopolitics · region Middle East · magnitude medium
- Page: https://feedsoft.ai/events/7759-market-talk-biggest-rally-of-the-year-stalled-amid-middle-east-tensions
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md)

## Why it matters

Short-lived gains reflect headline-driven risk premium, while ample global oil supply limits sustained upside; fuel prices remain volatile for feed buyers.

## Read by commodity

- WTI: neutral
- DIESEL: neutral

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| DIESEL | 2025-06-12 | 1 | +4.3% | 3.2 | Dated June 12, it describes the biggest one-day energy futures rally of the year on Middle East supply fears with ULSD rallying near May highs, matching the 4.33% move in timing and mechanism. |
| DIESEL | 2025-06-16 | 5 | +12.8% | 3.8 | A June 12 rally in energy futures on supply fears set up the move, though prices partly reversed that day. |
| WTI | 2025-06-13 | 5 | +13.1% | 3.3 | Energy futures had their biggest one-day rally of the year on June 11-12 on Middle East supply fears, contributing to the weekly move despite a partial reversal. |
| WTI | 2025-06-15 | 5 | +11.4% | 3.1 | Energy futures had their biggest one-day rally of the year on June 11-12 on Middle East supply fears, adding to the weekly gain before a partial overnight reversal. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2025-06-25 | [Market Talk \| Energy Markets Stabilize as Ceasefire Holds and Risk Premiums Fade](https://feedsoft.ai/events/8641-market-talk-energy-markets-stabilize-as-ceasefire-holds-and-risk-premiums-fade.md) | +1.5% | +7.7% |
| DIESEL | 2022-03-16 | [Oil dips on Russia-Ukraine talks, U.S. inventory data](https://feedsoft.ai/events/5995-oil-dips-on-russia-ukraine-talks-u-s-inventory-data.md) | +28.4% | +16.3% |
| DIESEL | 2026-03-24 | [Big drop in diesel futures Monday, but benchmark price rises again - FreightWaves](https://feedsoft.ai/events/8538-big-drop-in-diesel-futures-monday-but-benchmark-price-rises-again-freightwaves.md) | +7.5% | -8.1% |
| DIESEL | 2026-07-22 | [U.S. refiners are ramping up diesel production - TT](https://feedsoft.ai/events/18537-u-s-refiners-are-ramping-up-diesel-production-tt.md) | +0.6% | +8.9% |
| DIESEL | 2017-05-26 | [OPEC cut unlikely to move U.S. diesel prices - FreightWaves](https://feedsoft.ai/events/71182-opec-cut-unlikely-to-move-u-s-diesel-prices-freightwaves.md) | -4.4% | -11.5% |
| WTI | 2024-04-23 | [The Commodities Feed: Middle East tensions ease \| articles \| ING THINK](https://feedsoft.ai/events/30699-the-commodities-feed-middle-east-tensions-ease-articles-ing-think.md) | +0.3% | -3.2% |
| WTI | 2026-01-30 | [Market Talk \| War, Peace, And Mixed Signals: Energy Prices React To A Turbulent Week](https://feedsoft.ai/events/5925-market-talk-war-peace-and-mixed-signals-energy-prices-react-to-a-turbulent-week.md) | -3.0% | +3.1% |
| WTI | 2026-03-09 | [Markets seesaw over oil price fears as Trump says war to be ‘ended soon’ - The Washington Post](https://feedsoft.ai/events/6634-markets-seesaw-over-oil-price-fears-as-trump-says-war-to-be-ended-soon-the.md) | +8.5% | +25.0% |

## Sources

- tacenergy.com: https://www.tacenergy.com/news-and-views/market-talk/biggest-rally-of-the-year-stalled-amid-middle-east-tensions

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