
Diesel prices in Asia, Europe and the US rose after the U.S. sanctioned Gazprom Neft, Surgutneftegas, 183 vessels and other entities on January 10. European diesel backwardation reached a 10-month high and refining margins hit a five-month high of $20 a barrel.
At least 150,000 bpd of Russian diesel exports were expected to be disrupted.
Sanctions removing a large volume of Russian diesel exports, with margins and backwardation at multi-month highs, point to firmer global diesel prices. Higher fuel and freight costs add to the operating cost of feed production and delivery.
在过去 250 次看涨的地缘政治事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 +1.7%(58% 上涨;中间一半区间为 -3.6% 至 +8.7%),20 个交易日内为 +0.9%。
在过去 656 次看涨的地缘政治事件之后,原油(Brent) 在 5 个交易日内中位数变动 +1.9%(63% 上涨;中间一半区间为 -2.7% 至 +6.6%),20 个交易日内为 +0.7%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
Sanctions on Gazprom Neft, Surgutneftegas and 183 vessels threatened 150k bpd of Russian diesel exports, tightening supply and lifting margins and backwardation.