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Northwest Europe diesel was about $88 a barrel and jet/kero about $85 on 6 November, per Argus. Russian Baltic and Black Sea diesel loadings recovered to above 350 kbd after a record low in August, while ex-Russia seaborne middle distillate exports hit a record 10.2 mb/d.
Recovering Russian and record seaborne distillate flows may ease diesel cracks over time, which would lower freight and fuel costs for feed logistics.
indexbox.ioNov 11, 2026After 18 past bearish logistics events, ULSD / Diesel moved a median +0.6% over 5 sessions (56% higher; middle half -1.5% to +3.3%), 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.
