
Bloomberg reports that refinery halts, seasonal plant maintenance, attacks on Russian energy facilities and Red Sea disruption are squeezing diesel supplies in Europe. The continent relies on fuel that helps power its economy.
Traders are focused on the tight supply position.
Tight European diesel supply tends to pull distillate imports and prices higher, raising costs for freight and farm operations. Continued Red Sea disruption adds to delivery delays and costs.
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.