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Global diesel margins surged to some of their highest levels in two years, with Northwest Europe ULSD cargoes reaching $781/mt on November 11. The rally follows a sharp drop in Russian diesel and gasoil exports, which fell below 3.0 million mt in September and October, after Ukrainian drone strikes on refineries and export terminals.
U.S. sanctions on Lukoil and Rosneft, taking effect November 21, are expected to constrain exports further.
Tighter Atlantic-basin diesel supply lifts diesel costs for freight and farm operations, and the downstream squeeze is pushing up product prices even though crude remains relatively well supplied.
opis.com12 Nov 2025Setelah 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.
Setelah 63 peristiwa geopolitik netral sebelumnya, Minyak Mentah (Brent) bergerak median -0,5% selama 5 sesi (44% lebih tinggi; separuh tengah -4,4% sampai +2,6%), dan -2,7% 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.
