
ICE gasoil rose more than 4% in one session, reversing two weeks of weakness, as the EU cleared its 19th Russia sanctions package. The rally tightened forward spreads, firmed refining cracks and lifted biodiesel and renewable diesel economics.
The article says the move was energy-led rather than driven by any improvement in feedstock fundamentals.
Higher diesel prices improve biodiesel and renewable diesel margins, but the gain is driven by energy markets rather than tighter vegetable oil supply. Feedstock prices may not follow the diesel move.
과거 상승 지정학 이벤트 250건 이후, ULSD / 디젤은 5거래일 동안 중앙값 +1.7% 변동(상승 58%; 중간 50% 범위 -3.6%~+8.7%), 20거래일 동안 +0.9%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
ICE gasoil rose over 4% in one session on Oct 22 as the EU cleared its 19th Russia sanctions package, reversing two weeks of weakness and tightening spreads.
ICE gasoil rose more than 4% as the EU cleared its 19th sanctions package, tightening spreads and cracks and supporting the diesel rally, though the date is a day early.