U.S. diesel markets have not yet reflected the expected demand boost from the IMO 2020 switch to 0.5% sulfur marine fuel effective January 2020. Gulf Coast Colonial pipeline diesel has traded 4-6 cents/gallon below Nymex ULSD futures since February, and refiners have not clearly raised distillate yields or built low-sulfur stocks.
Without a visible diesel premium, fuel cost pressure for feed logistics is not yet building, though the rule could still tighten supply later.
Setelah 27 peristiwa kebijakan netral sebelumnya, ULSD / Solar bergerak median -1,4% selama 5 sesi (41% lebih tinggi; separuh tengah -4,3% sampai +2,6%), dan -4,6% 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.