Diesel
Energy
Geopolitics
Russia Bans Diesel and Jet Fuel Exports as Refinery Strikes Force Strategic Pivot
Ukrainian drone campaign disables 238,000 barrels per day of capacity, forcing Moscow to weaponize supply withdrawal over revenue generation.
Breaking
Energy
Ukraine Shuts Russia’s Third-Largest Refinery in Escalating Energy War
Drone strike on Kirishi refinery (270k bpd) compounds global diesel squeeze as refining margins hit multi-year highs
Breaking
Energy
Geopolitics
Triple Squeeze: Ukrainian Strikes, Hormuz Blockade, and Refinery Outages Push Brent to $114
Russian refinery throughput collapses to 16-year low as sustained drone campaign compounds three-week Hormuz closure and seasonal maintenance cycles.
Energy
Macro
Valero Blast Hits US Diesel Output Amid Fragile Ceasefire and Zero Spare Capacity
Port Arthur refinery explosion knocks out 47,000 bpd of diesel production as refineries run at 93% utilization and geopolitical risks mount.