
Prompt fuel availability is tight at the ARA bunkering hub in Rotterdam, with buyers advised to allow 5-7 day lead times. Gasoil imports into the ARA region rose to 257,000 b/d in October from 197,000 b/d in September, and independent gasoil inventories gained 5%.
Tight bunker fuel supply in Northwest Europe raises shipping fuel costs, which feed into ocean freight and delivered feed costs. The rise in gasoil stocks partly eases the diesel tightness, so the effect on prices is moderate.
Not enough comparable past events yet for a historical read.
After 153 past logistics events, ULSD / Diesel moved a median +0.4% over 5 sessions (52% higher; middle half -2.7% to +4.0%), and +0.2% 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.