
S&P Global Platts says the diesel market has not yet reacted to IMO 2020, and expects gasoil demand to rise as ships switch to marine gasoil in January. Platts estimates MGO demand could increase by up to 1 million barrels per day during the transition.
A possible 1 million b/d jump in marine gasoil demand could strain over-the-road diesel supply and lift diesel prices. This is a bullish forward risk for diesel costs.
Setelah 105 peristiwa makro bullish sebelumnya, ULSD / Solar bergerak median -0,4% selama 5 sesi (45% lebih tinggi; separuh tengah -3,4% sampai +1,8%), dan +1,2% 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.