Diesel futures surged on September 30, with November ULSD up more than 21 cents on the day and the expiring October contract back above $5/gal. Three tankers were reportedly attacked near the Strait of Hormuz, and crude rose more than $1/bbl.
Analysts said oil flows were nearing pre-war levels, but diesel supply was still tight.
Renewed attacks in Hormuz raise the risk of renewed supply loss and higher fuel costs for feed logistics. The diesel tightness suggests fuel prices could stay elevated even if crude eases.
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%。
在过去 626 次看涨的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 +2.1%(62% 上涨;中间一半区间为 -2.3% 至 +8.5%),20 个交易日内为 +1.6%。
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。