# Diesel, Not Crude, Is Calling the Shots for Valero (NYSE:VLO) and Ampol (ASX:ALD)

> December ULSD futures rose about 9 cents to near $4.22 a gallon after dipping below $4 on Tuesday, while crude fell. US distillate stocks dropped 3.6 million barrels to 99.3 million, about 13% below the five-year average.

- Date: 2026-11-12 · published 2026-11-12T09:08:17.887Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/95248-diesel-not-crude-is-calling-the-shots-for-valero-nyse-vlo-and-ampol-asx-ald
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md)

## Why it matters

Tight distillate supply keeps diesel cracks high, raising fuel and freight costs for feed producers and logistics even as crude falls.

## Read by commodity

- WTI: bearish ▼
- DIESEL: bullish ▲

## Sources

- kalkine.com.au: https://kalkine.com.au/news/commodities/diesel-not-crude-is-calling-the-shots-for-valero-nysevlo-and-ampol-asxald

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