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Northwest Europe gross diesel margins hit their highest since September 2023, with the diesel crack versus Brent near $46/bbl. Supply from Russia is under pressure from US sanctions on Lukoil and Rosneft, Ukrainian refinery attacks, and an EU import ban on fuel made from Russian crude starting January 21.
Tightening diesel supply raises fuel costs for trucking and farm logistics and signals stronger refinery run incentives, with upward pressure on diesel prices.
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 63 次中性的地缘政治事件之后,原油(Brent) 在 5 个交易日内中位数变动 -0.5%(44% 上涨;中间一半区间为 -4.4% 至 +2.6%),20 个交易日内为 -2.7%。
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。