US diesel refining economics remain firm despite Iran war truce

過去の強気なマクロイベント105件の後、ULSD / ディーゼル は5営業日で中央値 -0.4% 動き（45% が上昇。中央50%は -3.4% から +1.8%）、20営業日では +1.2% 動きました。

• 2021/06/18US Trucking Boom Contributes to Rising Demand for Diesel - TT+4.7%
• 2023/10/05US manufacturing rebound will stretch diesel supplies | Reuters-0.9%
• 2022/06/14Diesel prices: The loss of US refining capacity is making things worse - FreightWaves+1.9%
• 2026/08/19U.S. Refiners Capitalize as Buyers Vie for Shrinking Diesel Supply - WSJ-6.3%
• 2017/07/28China diesel demand expected to return to growth as economy improves+2.1%

過去の中立なマクロイベント102件の後、原油(WTI) は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -3.3% から +2.5%）、20営業日では +1.8% 動きました。

• 2022/06/14Diesel prices: The loss of US refining capacity is making things worse - FreightWaves-8.6%
• 2023/11/25Ringgit likely to trade range-bound next week ahead of US economic data | Scoop-1.7%
• 2023/02/08Japan current account surplus shrinks sharply as weak yen, trade deficits bite | Reuters+2.5%
• 2020/09/30Arab News | Oil prices ‘likely to remain static despite output cuts’+3.7%
• 2021/07/29Valero sees favorable refining margins for 2021 as it hikes renewable diesel output | S&P Global-5.8%