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S&P Global reports the global diesel market is tightening as Russia's full export ban, announced July 8, combines with Ukrainian strikes that may have up to 60% of Russian refining offline. European diesel margins have ballooned, with the ARA physical crack reaching $70.3 a barrel on July 13.
Russia also plans to import refined products.
Importing regions in Europe, Latin America and Africa will need replacement barrels, which keeps diesel cracks and freight costs elevated. Higher logistics costs raise the landed cost of imported feed ingredients.
spglobal.comAlexandra Vladimirova, Sophia Aung14 Jul 2026Setelah 90 peristiwa kebijakan bullish sebelumnya, ULSD / Solar bergerak median +1,4% selama 5 sesi (66% lebih tinggi; separuh tengah -1,9% sampai +4,1%), dan +0,1% selama 20 sesi.
Setelah 442 peristiwa kebijakan bullish sebelumnya, Minyak Mentah (Brent) bergerak median +1,4% selama 5 sesi (60% lebih tinggi; separuh tengah -2,0% sampai +4,9%), dan +2,1% 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.
Russia's export ban plus Ukrainian strikes on refineries cut supply, with ARA diesel crack reaching $70.3 on July 13, the date of the move.
