# Thin refining buffers expose jet fuel to fresh price spikes in 2027

> Panelists at the IATA Aviation Energy Forum said depleted jet fuel inventories and limited spare refining capacity leave the market vulnerable to renewed price spikes in 2027. S&P Global CERA expects the jet fuel crack to ease sharply in early 2027 but global jet fuel demand to rebound by 1.17 million b/d.

- Date: 2026-11-12 · published 2026-11-13T06:10:12.099Z
- Category: macro · region Global · magnitude low
- Page: https://feedsoft.ai/events/97216-thin-refining-buffers-expose-jet-fuel-to-fresh-price-spikes-in-2027
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Refiners favoring diesel yields and low distillate buffers keep diesel exposed to supply shocks, such as a Gulf Coast hurricane, which raises transport and freight costs for feed buyers.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2026-10-28 | [Diesel prices may stay elevated into spring 2027, fuel executives warn  - FreightWaves](https://feedsoft.ai/events/273-diesel-prices-may-stay-elevated-into-spring-2027-fuel-executives-warn.md) | -4.2% | — |
| DIESEL | 2024-12-12 | [Global diesel prices to rely on refinery closures for support in 2025](https://feedsoft.ai/events/27158-global-diesel-prices-to-rely-on-refinery-closures-for-support-in-2025.md) | +1.1% | +12.9% |
| DIESEL | 2022-06-14 | [Diesel prices: The loss of US refining capacity is making things worse - FreightWaves](https://feedsoft.ai/events/41119-diesel-prices-the-loss-of-us-refining-capacity-is-making-things-worse.md) | +1.9% | -13.9% |
| DIESEL | 2021-02-01 | [Analysis: Global fuel prices jump as Asia, U.S. to rev up demand in 2Q](https://feedsoft.ai/events/48814-analysis-global-fuel-prices-jump-as-asia-u-s-to-rev-up-demand-in-2q.md) | +7.2% | +13.8% |
| DIESEL | 2016-12-28 | [Diesel prices to start edging up in 2017 - Grainews](https://feedsoft.ai/events/73665-diesel-prices-to-start-edging-up-in-2017-grainews.md) | -0.9% | -4.2% |

## Sources

- spglobal.com: https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/111226-thin-refining-buffers-expose-jet-fuel-to-fresh-price-spikes-in-2027

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