Impact of Russian Refinery Outages on Global Diesel Markets
Scheduled mid-August maintenance at Russian refineries is creating supply tightness in global diesel markets. This disruption is impacting the Rotterdam arbitrage window and influencing HOGO spreads. Market participants should anticipate continued volatility in middle-distillate pricing through September.
Intelligence Brief
Russian refinery maintenance scheduled for mid-August is impacting global diesel trade flows. The resulting supply contraction is tightening the Rotterdam arbitrage window and affecting HOGO spreads. Market participants are monitoring these outages for potential downstream impacts on European and Singaporean fuel availability.
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Strategic Intelligence Assessment
The signal regarding Russian refinery offline status in mid-August highlights a critical vulnerability in the global middle-distillate supply chain....
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