US diesel refining economics remain firm despite Iran war truce

Setelah 105 peristiwa makro bullish sebelumnya, ULSD / Solar bergerak median -0,4% selama 5 sesi (45% lebih tinggi; separuh tengah -3,4% sampai +1,8%), dan +1,2% selama 20 sesi.

• 18 Jun 2021US Trucking Boom Contributes to Rising Demand for Diesel - TT+4,7%
• 5 Okt 2023US manufacturing rebound will stretch diesel supplies | Reuters-0,9%
• 14 Jun 2022Diesel prices: The loss of US refining capacity is making things worse - FreightWaves+1,9%
• 19 Agu 2026U.S. Refiners Capitalize as Buyers Vie for Shrinking Diesel Supply - WSJ-6,3%
• 28 Jul 2017China diesel demand expected to return to growth as economy improves+2,1%

Setelah 102 peristiwa makro netral sebelumnya, Minyak Mentah (WTI) bergerak median -0,1% selama 5 sesi (49% lebih tinggi; separuh tengah -3,3% sampai +2,5%), dan +1,8% selama 20 sesi.

• 14 Jun 2022Diesel prices: The loss of US refining capacity is making things worse - FreightWaves-8,6%
• 25 Nov 2023Ringgit likely to trade range-bound next week ahead of US economic data | Scoop-1,7%
• 8 Feb 2023Japan current account surplus shrinks sharply as weak yen, trade deficits bite | Reuters+2,5%
• 30 Sep 2020Arab News | Oil prices ‘likely to remain static despite output cuts’+3,7%
• 29 Jul 2021Valero sees favorable refining margins for 2021 as it hikes renewable diesel output | S&P Global-5,8%