China Killed Diesel Exports. Trump May Kill US Exports. Europe Has No Backstop.
China halted October diesel exports and the US threatens to cut European supply in the same week. Brent at $113.96 hasn't priced the refined products…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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China halted October diesel exports and the US threatens to cut European supply in the same week. Brent at $113.96 hasn't priced the refined products…
EIA shows diesel stocks 14% below the five-year average the same week Brent fell to $96 on flow-recovery headlines. Here's why the crude price is wrong…
Britain sources ~20% of its diesel from the U.S. A Trump export ban removes that supply with no near-term replacement. Here's the structural math behind…
Global diesel inventories hit 385M barrels, lowest since 2010. Crack spreads at $45/bbl force refiners to bid up crude, signaling 15-25% oil price upside…
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