加载中…
Diesel markets are tightening due to Strait of Hormuz disruptions, with an estimated 3 to 4 million barrels per day of supply affected, roughly 5% to 12% of global consumption. An additional 500,000 bpd of diesel exports from the Middle East is blocked.
Lost diesel supply raises global fuel costs for farm and freight logistics and could slow the economy, which weighs on demand for feed-linked goods. Energy costs also feed into fertilizer and biofuel economics.
reuters.comShariq Khan2026年3月10日在过去 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。
An estimated 3-4 mb/d of diesel supply was affected, plus 500k bpd of Middle East diesel exports blocked, a distillate-specific supply mechanism that explains diesel outperformance.
