
Russia's invasion of Ukraine has triggered a global scramble for diesel, pulling record volumes from the U.S. Gulf Coast. Waterborne diesel exports reached about 1.3 million barrels per day so far in April, on track for the highest monthly level since Vortexa began tracking in 2016.
U.S. distillate stocks have fallen to their lowest since 2014.
Tight distillate supply and strong export pull keep diesel costs high, which raises freight, fertilizer and feed transport costs for animal-feed buyers. Diesel strength also supports crude and energy-linked input costs.
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 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%。
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。
Record Gulf Coast diesel exports and the lowest US distillate stocks since 2014 tightened domestic supply, setting up the squeeze.