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Oil companies were warned over Russian diesel imports. The headline gives no further detail on volumes or enforcement.
Restrictions on Russian diesel could tighten diesel supply and raise fuel costs for transport and feed logistics.
After 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.