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Vortexa reports that global diesel arbitrage flows are shifting as demand recovery and inventory draws vary by region. China's diesel exports fell sharply in June, while India and Saudi Arabia redirected exports toward Asia.
Floods in China have also hit domestic demand.
Shifting diesel trade routes change regional fuel availability and pricing, which feeds into transport costs for grain and feed. The impact on feed prices is limited.
vortexa.comVortexa Analysts2020年7月7日在过去 65 次贸易事件之后，ULSD / 柴油 在 5 个交易日内中位数变动 -1.2%（43% 上涨；中间一半区间为 -5.2% 至 +2.6%），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。
