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Oil companies have been warned over imports of Russian diesel. The warning concerns compliance and sourcing of fuel supplies.
Tighter scrutiny of Russian diesel could reduce supply options and lift diesel costs, which feeds into transport and processing expenses.
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.