diesel
Discussion was dominated by a tightening diesel market, with constrained refining, logistics and trade flows pushing diesel cracks and refining margins sharply higher 11721. Speakers and posts linked the squeeze to Middle East disruption, Russian export restrictions and attacks on refining, while highlighting rising import demand and regional dislocation 41015. The main qualification was that the US Northeast diesel crack above $100/bbl is unusually regional, although Tracy Shuchart said broader global cracks were also rising 20.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- JCJeffrey Currie ++Strongly bullish Diesel remains extremely tight and expensive relative to crude, and the product squeeze persists regardless of crude supply. “diesel is still $174 a barrel against $80 crude” Open the post Thank you to @JoeSquawk and the @CNBC Squawk Box… · 26 Aug
1 bullish
Mentions
24 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Anas Alhajji 6 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 6 mentions
- Javier Blas 3 mentions
- Rory Johnston 2 mentions
- GoldRepublic Global 1 mention
- Anna Freeman 1 mention
- Jeffrey Currie ++ 1 mention
- Max Wiethe 1 mention
See what your own voices say about diesel, every morning.
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