◂ 이벤트 타임라인

2022. 4. 21.지정학글로벌

For oil refiners, now is the summer of distillate content

Refiners are facing constraints on the fuel they can produce, including lost Russian supply due to the war in Ukraine, pandemic-era refinery closures, and a surge in natural gas prices. Europe, which relies heavily on diesel, is especially exposed.

중요한 이유

Reduced refining capacity and supply losses tighten diesel markets, pushing prices higher and raising distribution costs for feed.

영향 대상ULSD / 디젤▲

출처 1건
reuters.comLaura Sanicola2022. 4. 21.

가격 반응 및 이력

ULSD / 디젤▲상승현재까지1d -2.0%5d +16.1%20d -1.4%

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%.

2026. 4. 29.Trading Day: Fed dissent, oil ascent | Reuters+1.7%
2018. 7. 30.Why is Saudi halting oil shipments through the Red Sea? | Reuters-1.3%
2026. 3. 15.Oil poised for further gains as Middle East conflict threatens export facilities | Reuters+15.6%
2026. 5. 6.Oil supply shock to worsen as inventories fall further even if conflict ends | Reuters+2.7%
2026. 4. 30.Oil retreats after hitting four-year high on concern of US-Iran war escalation | Reuters-9.9%

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.

연관 가격 변동

ULSD / 디젤+23.6%5개 기간 · 2022. 4. 27.까지3.8σ
Lost Russian supply, refinery closures and high natural gas prices constrain distillate output, especially in Europe, supporting diesel prices.

ULSD / 디젤 DIESEL · GP ▸

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