Atlantic Basin refining margins are rising back toward record levels, driven by refinery outages and French strikes at three refineries. ARA ULSD cracks surged to $80/b on Oct.
13, and Northwest Europe cracking margins averaged $23.11/b for the week ended Oct. 14.
Refinery outages and strong European diesel cracks indicate tight product supply that supports diesel prices. High gas costs partly limit margin gains, but the overall effect is firm diesel pricing.
Setelah 113 peristiwa logistik bullish sebelumnya, ULSD / Solar bergerak median +0,6% selama 5 sesi (54% lebih tinggi; separuh tengah -2,8% sampai +4,2%), dan +0,2% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.