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At a post-midterm webinar hosted by the Transportation Energy Institute, John Eichberger said about 68% of globally traded crude in 2025 moves through supply channels under pressure from the Iran war, the Russia-Ukraine war, or U.S.-Canada trade tensions. He added that more than half of global diesel shipments are on stressed routes, with Middle East refining damaged and Ukrainian strikes on Russian refineries continuing.
Persistent disruption to crude and diesel routes keeps energy prices volatile, which feeds into freight, fertilizer and feed production costs for animal-feed buyers. Diesel tightness and possible US export restrictions could push diesel and crude prices higher.
convenience.orgNov 13, 2026After 487 past bullish macro events, Crude Oil (WTI) moved a median +1.0% over 5 sessions (60% higher; middle half -2.0% to +4.0%), and +1.5% over 20.
After 323 past bullish macro events, Crude Oil (Brent) moved a median +0.7% over 5 sessions (58% higher; middle half -2.9% to +3.7%), and +1.3% over 20.
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.
