
Reuters columnist Ron Bousso says Atlantic Basin diesel prices have decoupled from tight supply and strong demand, with US diesel stocks 6% below the five-year average and ARA stocks down 12% since February. He attributes the weak prices to concern about the global economic outlook.
Tight US and European distillate stocks argue for higher diesel prices, but weak margins reflect growth fears that could cap any rally. For feed buyers, the signal is mixed: freight and fuel costs may stay firm or ease depending on the macro outlook.
Setelah 11 peristiwa makro netral sebelumnya, ULSD / Solar bergerak median +1,8% selama 5 sesi (64% lebih tinggi; separuh tengah -0,6% sampai +4,1%), dan +3,9% 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.