US diesel refining economics remain firm despite Iran war truce

과거 상승 거시 이벤트 105건 이후, ULSD / 디젤은 5거래일 동안 중앙값 -0.4% 변동(상승 45%; 중간 50% 범위 -3.4%~+1.8%), 20거래일 동안 +1.2%.

• 2021. 6. 18.US Trucking Boom Contributes to Rising Demand for Diesel - TT+4.7%
• 2023. 10. 5.US manufacturing rebound will stretch diesel supplies | Reuters-0.9%
• 2022. 6. 14.Diesel prices: The loss of US refining capacity is making things worse - FreightWaves+1.9%
• 2026. 8. 19.U.S. Refiners Capitalize as Buyers Vie for Shrinking Diesel Supply - WSJ-6.3%
• 2017. 7. 28.China diesel demand expected to return to growth as economy improves+2.1%

과거 중립 거시 이벤트 102건 이후, 원유 (WTI)은 5거래일 동안 중앙값 -0.1% 변동(상승 49%; 중간 50% 범위 -3.3%~+2.5%), 20거래일 동안 +1.8%.

• 2022. 6. 14.Diesel prices: The loss of US refining capacity is making things worse - FreightWaves-8.6%
• 2023. 11. 25.Ringgit likely to trade range-bound next week ahead of US economic data | Scoop-1.7%
• 2023. 2. 8.Japan current account surplus shrinks sharply as weak yen, trade deficits bite | Reuters+2.5%
• 2020. 9. 30.Arab News | Oil prices ‘likely to remain static despite output cuts’+3.7%
• 2021. 7. 29.Valero sees favorable refining margins for 2021 as it hikes renewable diesel output | S&P Global-5.8%