IMO2020 watch: looking to refineries and shipowners to respond to economic incentives

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2月1日A trade gets done in Singapore and gives a hint what will happen to fuel prices under IMO2020 - FreightWaves+1.4%
• 2021年3月5日OPEC stuns by opting not to raise output; was diesel a reason? - FreightWaves+3.2%
• 2019年5月8日How trucking can mitigate risks of IMO 2020 marine fuel rule - FreightWaves+1.1%
• 2019年9月27日Port Report: truckers beware – IMO 2020 will cause fuel prices to “go through the roof” - FreightWaves-3.9%
• 2019年10月6日FreightWaves oil report: physical diesel markets strengthen; IMO 2020 link eyed - FreightWaves+3.3%

在过去 175 次中性的政策事件之后，原油(Brent) 在 5 个交易日内中位数变动 -0.9%（45% 上涨；中间一半区间为 -3.6% 至 +3.0%），20 个交易日内为 +0.7%。

• 2019年2月1日A trade gets done in Singapore and gives a hint what will happen to fuel prices under IMO2020 - FreightWaves-1.4%
• 2016年11月30日Tighter marine fuel sulfur limits will spark changes by both refiners and vessel operators - U.S. Energy Information Administration (EIA)+16.7%
• 2019年12月1日Five things to watch at this week’s Opec meeting+3.1%
• 2022年1月4日OPEC+ Agrees to Revive More Oil Supplies as Market Looks Tighter+3.3%
• 2019年4月9日With Russia Cold To Cuts And Libya On Fire, OPEC Supply Squeeze May End | Investing.com-0.1%