# Market Talk | Refinery Strikes And Supply Threats Shift Market Sentiment

> Energy markets opened mixed on Friday with most contracts posting modest weekly losses after peace optimism faded. Ukrainian drones struck the Lukoil Volgograd refinery, the 10th strike on Russian refining in two weeks, and ULSD futures bounced about 35 cents from Tuesday's low.

- Date: 2026-11-13 · published 2026-11-13T18:10:16.979Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/98116-market-talk-refinery-strikes-and-supply-threats-shift-market-sentiment
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md), [Crude Oil (Brent)](https://feedsoft.ai/c/BRENT.md)

## Why it matters

Repeated refinery outages in Russia tighten diesel supply and support energy costs, which feed through to freight and feed-production costs for animal-feed buyers.

## Read by commodity

- WTI: neutral
- BRENT: neutral
- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2026-09-30 | [Market Talk \| Volatility Returns As Diesel Surges And Global Supply Chains Tighten](https://feedsoft.ai/events/17657-market-talk-volatility-returns-as-diesel-surges-and-global-supply-chains-tighten.md) | -6.2% | -4.4% |
| DIESEL | 2026-07-31 | [Market Talk \| Refiners Benefit As Global Diesel Shortfall Persists](https://feedsoft.ai/events/18535-market-talk-refiners-benefit-as-global-diesel-shortfall-persists.md) | -7.1% | +1.3% |
| DIESEL | 2024-10-07 | [Market Talk \| The Relentless Recovery Rally For Energy Contracts Is Continuing For A 5th Straight Session](https://feedsoft.ai/events/11685-market-talk-the-relentless-recovery-rally-for-energy-contracts-is-continuing.md) | +1.6% | -2.9% |
| DIESEL | 2026-01-30 | [Market Talk \| War, Peace, And Mixed Signals: Energy Prices React To A Turbulent Week](https://feedsoft.ai/events/5925-market-talk-war-peace-and-mixed-signals-energy-prices-react-to-a-turbulent-week.md) | -6.0% | +6.4% |
| DIESEL | 2025-10-28 | [Global refining margins soar as sanctions threaten Russian supplies \| Reuters](https://feedsoft.ai/events/22593-global-refining-margins-soar-as-sanctions-threaten-russian-supplies-reuters.md) | -1.4% | -1.1% |
| WTI | 2026-01-30 | [Market Talk \| War, Peace, And Mixed Signals: Energy Prices React To A Turbulent Week](https://feedsoft.ai/events/5925-market-talk-war-peace-and-mixed-signals-energy-prices-react-to-a-turbulent-week.md) | -3.0% | +3.1% |
| WTI | 2026-10-21 | [Fertilizer affordability improves, but supply risks remain amid global market shifts - Farm Country Alabama](https://feedsoft.ai/events/17036-fertilizer-affordability-improves-but-supply-risks-remain-amid-global-market.md) | -0.7% | — |
| WTI | 2025-06-12 | [Market Talk \| Biggest Rally of the Year Stalled Amid Middle East Tensions](https://feedsoft.ai/events/7759-market-talk-biggest-rally-of-the-year-stalled-amid-middle-east-tensions.md) | +10.2% | -1.9% |

## Sources

- tacenergy.com: https://www.tacenergy.com/news-and-views/market-talk/refinery-strikes-and-supply-threats-shift-market-sentiment

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