
Analysts quoted by Tank Transport say the diesel market could face a crisis when the IMO 2020 rule cuts marine fuel sulfur from 3.5% to 0.5% in January 2020. Blending on-road diesel to make compliant marine fuel could lift world diesel demand by several million barrels.
OPIS's Tom Kloza suggested prices could reach $4 to $5 a gallon in 2019, and US retail diesel averaged $3.09 in July, the highest monthly level since 2014.
A structural jump in diesel demand would lift transport and fuel costs for feed ingredient logistics, adding upward pressure on delivered feed and ingredient prices.
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%。
在过去 442 次看涨的政策事件之后,原油(Brent) 在 5 个交易日内中位数变动 +1.4%(60% 上涨;中间一半区间为 -2.0% 至 +4.9%),20 个交易日内为 +2.1%。
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。