On-road diesel is in the high $5.60s, while crude hovers in the $80s, and crack spreads have risen above $100 per barrel. Distillate inventories are at their lowest levels since the early 2000s, and elevated US Gulf Coast exports are tightening domestic supply.
Low distillate stocks and strong export pull point to continued high diesel prices into Q3 and Q4, lifting farm fuel and freight costs for feed buyers.
Setelah 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.