FreightWaves oil report: physical diesel markets strengthen; IMO 2020 link eyed

在过去 90 次看涨的政策事件之后，ULSD / 柴油 在 5 个交易日内中位数变动 +1.4%（66% 上涨；中间一半区间为 -1.9% 至 +4.1%），20 个交易日内为 +0.1%。

• 2019年1月5日The FreightWaves oil report: Mexico steps in with a new chunk of low sulfur diesel demand - FreightWaves+6.0%
• 2019年10月26日FreightWaves oil report: Valero's conference call had little good news on the impact of IMO 2020 - FreightWaves-2.5%
• 2018年8月22日IMO 2020: Oil market could see a diesel fuel resurgence, analysts say+4.2%
• 2016年11月3日Market Eye: Diesel Markets Set to Tighten Before 2020 | Energy Intelligence-2.1%
• 2019年9月27日Port Report: truckers beware – IMO 2020 will cause fuel prices to “go through the roof” - FreightWaves-3.9%

在过去 210 次看跌的政策事件之后，原油(Brent) 在 5 个交易日内中位数变动 -0.9%（48% 上涨；中间一半区间为 -3.8% 至 +3.2%），20 个交易日内为 +0.2%。

• 2021年11月24日Reserve oil being released into market that may have peaked - FreightWaves-14.7%
• 2025年6月2日Soybean oil quotations are declining against the backdrop of uncertainty in the US biofuel market and falling oil prices, but the reduction of duties in India will strengthen demand+4.9%
• 2019年11月6日Oil markets fall as it is reported that OPEC+ members are not looking for another production cut — Octa-1.1%
• 2024年3月26日Oil settles lower as markets weigh Russian supply woes+2.1%
• 2025年10月5日Surging OPEC+ oil output leaves market with shrinking shock absorbers | Reuters-2.7%