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US Gulf Coast ULSD hit an all-time high of $5.182/gal on September 15, and NYMEX ULSD futures reached a record $5.262/gal. The spike followed Ukrainian drone strikes on Russia's Syzran refinery and broader global supply disruptions with strong demand.
Record diesel costs raise fuel and freight expenses across feed supply chains and can lift the cost of grain and feed transport. The rally was driven by refinery disruption, which keeps the risk of further spikes.
spglobal.comCarlos Castillo, Franklin Zhang15 Sep 2026Setelah 250 peristiwa geopolitik bullish sebelumnya, ULSD / Solar bergerak median +1,7% selama 5 sesi (58% lebih tinggi; separuh tengah -3,6% sampai +8,7%), dan +0,9% 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.
