Macquarie says global diesel supplies remain tight as new UK, EU and US sanctions add upward pressure on margins. Gasoil-Brent crack spreads are holding around $30 a barrel, and Ukrainian drone strikes keep a risk premium in the market.
Tight diesel supply and a persistent risk premium keep fuel costs elevated for feed and farm logistics. The article also suggests the market may be nearing a turning point, which could ease prices.
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.