Emerging menace

Published at 09:19 21 Sep 2018 by . Last edited 10:31 21 Sep 2018.

Emerging market risks are growing for diesel, including Turkey’s slowing imports and Brazil’s unsustainable subsidy programme. Turkish marketers are running down stocks to meet demand and preserve foreign exchange, which is pushing Indian and Saudi diesel into other European markets. Atlantic basin …

Log in to download

Other Middle distillates Outlook publications

Countdown

Published 1 month ago

2018-08 Oil - Middle distillates Outlook - Countdown cover

The situation in ARA is getting better for bullish bets. The proximate cause is refinery problems..

Read more

Pleasure and pain

Published 2 months ago

2018-07 Oil - Middle distillates Outlook - Pleasure and pain cover

Given where Atlantic basin diesel stocks are, ICE gasoil timespreads are clearly underperforming..

Read more

The interregnum

Published 4 months ago

2018-06 Oil - Middle distillates Outlook - The interregnum cover

ICE gasoil spreads have trended lower over the past month (barring the expiry of the June contrac..

Read more

ARA is Cushing

Published 4 months ago

2018-05 Oil - Middle distillates Outlook - ARA is Cushing cover

Diesel balances are still hugely bullish but the market is struggling to find ways to take a view..

Read more