◂ Linimasa Peristiwa

5 Mar 2026GEOPOLITIKGlobal

ULSD Futures Soar to 3-Year Highs as Iran War Drags

NYMEX ULSD front-month futures peaked at $3.5755 per gallon, the highest since January 2023, and ICE gasoil reached its highest since October 2022. Refiners in Asia cut runs and cancelled exports as Strait of Hormuz tanker traffic stalled, removing roughly 5 million bpd of refined product supply.

MENGAPA INI PENTING

Lost Middle East diesel and jet supply tightens global distillate markets and raises freight and fertilizer-related costs for feed producers, while energy strength supports biofuel feedstock prices.

BERDAMPAK PADAULSD / Solar▲Minyak Mentah (WTI)▲Minyak Mentah (Brent)▲Minyak Kedelai▲Minyak Sawit▲

1 SUMBER
dtnpf.comKarim Bastati DTN Analyst5 Mar 2026

Reaksi harga & riwayat

ULSD / Solar▲bullishSEJAUH INI1d +6,9%5d +12,0%20d +22,1%

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.

6 Mar 2026Iran war sends US crude futures up 12% a barrel | Reuters+10,8%
25 Mar 2024Crude futures surge 7pc to new four-year high | Latest Market News-0,9%
29 Sep 2018Brent hits 4-year high as U.S. sanctions on Iran tighten supply+1,6%
2 Mar 2026Oil prices soar amid Strait of Hormuz fears as Iran war intensifies+36,4%
17 Jun 2025Diesel Prices Surge as Israel-Iran War Pressures Market - TT-4,0%

Minyak Mentah (WTI)▲bullishSEJAUH INI1d +8,5%5d +16,5%20d +35,8%

Setelah 626 peristiwa geopolitik bullish sebelumnya, Minyak Mentah (WTI) bergerak median +2,1% selama 5 sesi (62% lebih tinggi; separuh tengah -2,3% sampai +8,5%), dan +1,6% selama 20 sesi.

23 Okt 2025Soybean, corn futures touch 1-month highs as crude oil soars — TradingView News+3,3%
6 Mar 2026Iran war sends US crude futures up 12% a barrel | Reuters+18,2%
25 Mar 2024Crude futures surge 7pc to new four-year high | Latest Market News+4,1%
29 Sep 2018Brent hits 4-year high as U.S. sanctions on Iran tighten supply+1,5%
4 Mar 2022Oil surges to multi-year highs as Russian supply shortfall looms-1,6%

Minyak Mentah (Brent)▲bullishSEJAUH INI1d +6,8%5d +12,3%20d +35,0%

Setelah 656 peristiwa geopolitik bullish sebelumnya, Minyak Mentah (Brent) bergerak median +1,9% selama 5 sesi (63% lebih tinggi; separuh tengah -2,7% sampai +6,6%), dan +0,7% selama 20 sesi.

23 Okt 2025Soybean, corn futures touch 1-month highs as crude oil soars — TradingView News+4,1%
6 Mar 2026Iran war sends US crude futures up 12% a barrel | Reuters+16,6%
25 Mar 2024Crude futures surge 7pc to new four-year high | Latest Market News+1,9%
29 Sep 2018Brent hits 4-year high as U.S. sanctions on Iran tighten supply+2,3%
4 Mar 2022Oil surges to multi-year highs as Russian supply shortfall looms-0,9%

Minyak Kedelai▲bullishSEJAUH INI1d +1,5%5d +1,2%20d -2,3%

Setelah 110 peristiwa geopolitik bullish sebelumnya, Minyak Kedelai bergerak median +1,8% selama 5 sesi (65% lebih tinggi; separuh tengah -0,7% sampai +3,6%), dan -0,4% selama 20 sesi.

17 Jul 2023November Soybean Futures Continue to Climb Higher - AgWeb+0,1%
8 Jul 2026Soybean Oil Hits Three-Week High as US-Iran Ceasefire Dissolves - Bloomberg+7,3%
12 Des 2016Oil surges to 1 1/2-year high, Fed rate increase looms-0,0%
9 Mar 2026Instant View: Oil surges 20% as Iran war fuels supply fears | Reuters-0,7%
20 Jul 2023Palm oil futures hit four-month high as Black Sea tensions escalate+7,5%

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.

Pergerakan harga terkait

Minyak Sawit+2,8%1 periode sampai 6 Mar 20263,2σ
Diesel and gasoil futures hitting multi-year highs on 2026-03-05 raise biodiesel and renewable diesel economics, strengthening palm oil as an energy-linked vegetable oil on the day before the move.
Minyak Mentah (Brent)+8,6%1 periode sampai 5 Mar 20263,3σ
Hormuz tanker stalls removing about 5 mbpd of refined product supply pushed ULSD to 3-year highs, reinforcing crude strength on March 5.
Minyak Sawit+6,5%5 periode sampai 8 Mar 20263,4σ
Diesel and gasoil futures hit multi-year highs on March 5, raising the biodiesel substitution appeal of palm oil and supporting prices.
Minyak Mentah (Brent)+8,3%1 periode sampai 6 Mar 20263,2σ
Products tightness from stalled Hormuz tanker traffic, with ULSD at 3-year highs, reinforced crude strength heading into March 6.

ULSD / Solar DIESEL · GP ▸

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Minyak Mentah (WTI) WTI · GP ▸

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