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What’s in store for US diesel and jet?

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Manage episode 500214354 series 3021343
Content provided by S&P Global Commodity Insights and P Global Commodity Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Commodity Insights and P Global Commodity Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for both diesel and jet fuel has been complicated by US trade negotiations, with tariffs putting demand into question. What do recent travel warnings mean for jet demand? Why is the Caribbean pulling more US diesel? How will refinery closures on the US West Coast change jet flows? And what are the implications of the One Big Beautiful Bill on diesel and jet?

Tune in as Jeff Mower, director of Americas oil news, digs into these and other questions with senior distillates reporters Aaron Tucker and Benjamin Peyton.

Links:

Jet Fuel USGC Prompt Pipeline Differential to NYMEX ULSD (NextGen MOC) ADIAS00

Jet Kero Los Angeles CA Pipeline vs NYMEX NY ULSD Mo01 AANVY00

Renewable Volume Obligation Current Year RVOR002

ULSD USGC Prompt Pipeline AATGY00

ULSD New York Harbor Barge AATGX00

ULSD No2 CARB Diesel Los Angeles CA Pipeline POAAK00

  continue reading

478 episodes

Artwork

What’s in store for US diesel and jet?

Oil Markets

50 subscribers

published

iconShare
 
Manage episode 500214354 series 3021343
Content provided by S&P Global Commodity Insights and P Global Commodity Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Commodity Insights and P Global Commodity Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for both diesel and jet fuel has been complicated by US trade negotiations, with tariffs putting demand into question. What do recent travel warnings mean for jet demand? Why is the Caribbean pulling more US diesel? How will refinery closures on the US West Coast change jet flows? And what are the implications of the One Big Beautiful Bill on diesel and jet?

Tune in as Jeff Mower, director of Americas oil news, digs into these and other questions with senior distillates reporters Aaron Tucker and Benjamin Peyton.

Links:

Jet Fuel USGC Prompt Pipeline Differential to NYMEX ULSD (NextGen MOC) ADIAS00

Jet Kero Los Angeles CA Pipeline vs NYMEX NY ULSD Mo01 AANVY00

Renewable Volume Obligation Current Year RVOR002

ULSD USGC Prompt Pipeline AATGY00

ULSD New York Harbor Barge AATGX00

ULSD No2 CARB Diesel Los Angeles CA Pipeline POAAK00

  continue reading

478 episodes

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