Refined product market remains structurally tight
The discussion framed the global refined products market (diesel, gasoline, jet fuel) as extremely tight due to conflict-related supply constraints and significant reductions in global refining capacity.
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Refined petroleum product shortfalls driver of energy supply shock
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The case made was that diesel and jet fuel are the most impacted refined products from the conflict, due to the Middle East's role as a major diesel-producing region and Europe's dependency on its jet fuel supply.
The discussion framed the global refined products market (diesel, gasoline, jet fuel) as extremely tight due to conflict-related supply constraints and significant reductions in global refining capacity.