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The IEA says diesel stock recovery is unlikely before the second half of 2027. The headline gives no further detail on supply or demand levels.
Tight diesel stocks through 2027 keep fuel costs elevated, raising freight and grain transport expenses and supporting diesel prices.
After 105 past bullish macro events, ULSD / Diesel moved a median -0.4% over 5 sessions (45% higher; middle half -3.4% to +1.8%), and +1.2% 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.