
Asia's cash premiums for 10 ppm gasoil rose to a three-week high, up 19.3% over the week. Singapore middle distillate inventories fell to their lowest level in over eight years as buyers continue to avoid Russian supplies.
Chinese COVID lockdowns may limit regional demand.
Tight regional stocks and redirected flows away from Russian barrels support diesel prices and refining margins. Higher diesel costs raise freight and processing costs for feed producers.
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.