# Diesel's tide has turned; bullish end-year/Q1 has arrived

> Sparta reports that US Gulf Coast and West Coast India ULSD arbitrage cargoes have closed into Europe, while Asian and US jet arbitrage routes remain open. ICE gasoil and heating oil diesel spreads and cracks gained over the past week, while Asian diesel spreads declined. Ukrainian attacks on Russian refineries are also increasing again.

- Date: 2026-11-12 · published 2026-11-12T18:09:49.731Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/95848-diesel-s-tide-has-turned-bullish-end-year-q1-has-arrived
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Tighter transatlantic diesel flows and stronger European spreads support diesel prices heading into Q1 2027, which raises fuel costs for feed mills, hauliers and farm logistics.

## Read by commodity

- DIESEL: bullish ▲

## Sources

- spartacommodities.com: https://www.spartacommodities.com/market-outlook/us-diesel-stocks-lowest-since-2003/

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