US diesel refining economics remain firm despite Iran war truce

Após 105 eventos altista de macro passados, ULSD / Diesel subiu em mediana -0,4% em 5 sessões (45% de alta; metade central de -3,4% a +1,8%), e +1,2% em 20.

• 18 de jun. de 2021US Trucking Boom Contributes to Rising Demand for Diesel - TT+4,7%
• 5 de out. de 2023US manufacturing rebound will stretch diesel supplies | Reuters-0,9%
• 14 de jun. de 2022Diesel prices: The loss of US refining capacity is making things worse - FreightWaves+1,9%
• 19 de ago. de 2026U.S. Refiners Capitalize as Buyers Vie for Shrinking Diesel Supply - WSJ-6,3%
• 28 de jul. de 2017China diesel demand expected to return to growth as economy improves+2,1%

Após 102 eventos neutro de macro passados, Petróleo (WTI) subiu em mediana -0,1% em 5 sessões (49% de alta; metade central de -3,3% a +2,5%), e +1,8% em 20.

• 14 de jun. de 2022Diesel prices: The loss of US refining capacity is making things worse - FreightWaves-8,6%
• 25 de nov. de 2023Ringgit likely to trade range-bound next week ahead of US economic data | Scoop-1,7%
• 8 de fev. de 2023Japan current account surplus shrinks sharply as weak yen, trade deficits bite | Reuters+2,5%
• 30 de set. de 2020Arab News | Oil prices ‘likely to remain static despite output cuts’+3,7%
• 29 de jul. de 2021Valero sees favorable refining margins for 2021 as it hikes renewable diesel output | S&P Global-5,8%