
EU sanctions on Russian petroleum product exports take effect February 5, adding risk to diesel markets. US East Coast distillate inventories are low and the East Coast premium over the Gulf Coast has widened sharply.
The analysis recommends strategic inventories to improve supply resilience.
Low East Coast distillate stocks and the EU sanctions support diesel prices, raising freight and fuel costs for feed. Strategic reserves could limit future spikes.
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.