Küresel Dizel Piyasasında Olası Engel Konuşmaları Fiyatları Dalgalandırdı

Kısaca

Dünyanın önde gelen dizel tedarikçisi konumundaki ABD'de ihracat yasağı olasılığı konuşuluyor; 428 bin varil stok düşüşü raporlandı Görüşmeler enerji maliyetlerini artırırken küresel rafinerilerdekurulumlar hâlâ aksama kaydediyor Piyasalar yaklaşan kararlar ve Orta Doğu'daki tedarik koşulları nedeniyle yönlendirilecek; dikkatli izlenecek nokta fiyat hareketleri

Ana mesele

ABD dizel ihracat yasağı ihtimali küresel yakıt piyasalarını hareketlendirdi

Ne değişti?

tüketici maliyetlerini etkileyen olası yasağın piyasalara etkisi belirginleşti

Beni nasıl etkiler?

piyasalar dalgalanabilir; tüketicinin maliyeti yükselme riski olabilir

Ne oldu?

ABD dizel ihracat yasağına ilişkin tartışmalarla piyasalar dalgalandı; petrol fiyatları şiddetli dalgalanma gösterdi

Neden şimdi?

savaşlar ve tedarik zinciri sorunları enerji maliyetlerini yükseltiyor; gece gündüz tartışmalar sürüyor

Neden önemli?

dizel maliyetleri genel enflasyonu etkiler; lojistik ve tarım maliyetlerini yükseltebilir

Kimler etkileniyor?

• Tüketiciler
• Kamu politikası karar vericileri

Sektör ve piyasa etkisi

Dizel fiyatları ve rafinerilerin karlılığı baskılanabilir

Riskler

• Piyasa oynaklığı artabilir
• Uluslararası ticaret akışları yavaşlayabilir
• Enerji maliyetleri yükselmeye devam edebilir

Takip edilmesi gerekenler

• ABD yaklaşan karar metinleri
• Orta Doğu tedarik dengesi
• Rafineri üretim kapasiteleri ve işleyişi

Haberin tamamı

<p>US diesel futures slumped as speculation swirled that the White House is considering an export ban, with key refinery infrastructure around the globe still offline.<br /> <br /> President Donald Trump joined a chorus of Republican lawmakers this week calling for a ban on American exports of the workhorse fuel, essential to everything from transport to farming and energy.

The White House is preparing a plan to enact such a measure, Politico reported on Wednesday, sending futures tumbling as much as 7.5% to an intraday low. A White House official said the report is not accurate, Reuters later reported.<br /> <br /> Crude oil, meanwhile, rose back above $100 a barrel in a choppy session, snapping five days of declines as traders factored dislocations in global fuel markets and fresh attacks in the Strait of Hormuz amid the Iran war.

Brent, the global benchmark, settled up nearly 4% at around $103. Though still elevated compared to pre-war levels, oil futures have traded within a relatively contained range compared to fuel as some crude barrels make it out of the Middle East.<br /> <br /> Diesel has rallied by more than 80% this year, with US retail prices touching records, frustrating consumers ahead of the midterm elections in November.

Spiraling energy costs are also a headache for the Federal Reserve and other central banks seeking to tame inflation.<br /> <br /> The US has become a major diesel supplier as the world grapples with a plunge in flows due to snarled supply chains and infrastructure damage from the Iran war and Russia-Ukraine conflict.

Concerns over the effect of a potential halt in US diesel shipments overshadowed optimism that Saudi Arabia's crude exports are set to recover.<br /> <br /> The kingdom was said to be aiming for a meaningful resumption of its East-West pipeline to the Red Sea by Saturday following drone attacks.

It also appears to be sustaining an elevated pace of exports from the Persian Gulf.<br /> <br /> US stockpiles of diesel continue to dwindle, falling by 428,000 barrels, according to the Energy Information Administration. That came even as stockpiles at Cushing, Oklahoma, rose just over 2 million barrels to the highest since May, the data show.

Distillates exports, however, fell to their lowest in almost three months, fueling hopes that the drop could help stave off an export ban.<br /> <br /> Energy Secretary Chris Wright said Wednesday the Trump administration is working with refiners to voluntarily curb fuel exports. Reuters earlier reported that Wright had downplayed the effectiveness of an outright export ban.<br /> <br /> If a US export ban on diesel is implemented, the move threatens to squeeze markets in Europe and elsewhere.

The country's diesel exports surged to a weekly record near 2 million barrels a day last month.<br /> <br /> And though a potential ban could lower domestic diesel prices initially, the constraints on transporting oil around the country would eventually lead inventories to fill, forcing refiners to cut production, said Hamad Hussain, senior climate and commodities economist at Capital Economics.<br /> <br /> Attacks on ships crossing Hormuz stoked some long positioning on Wednesday.

The United Kingdom Maritime Trade Operations reported a cargo vessel on fire and adrift after being struck while transiting the world's most important energy chokepoint, underscoring ongoing risks even as more barrels slip through the waterway on tankers with their transponders turned off.<br /> <br /> Traders have also been watching for potential progress toward an agreement that could help to stabilize shipping through Hormuz as diplomats gather in New York for the United Nations General Assembly.

Trump said officials had a "very productive" meeting, even after he threatened to "annihilate" the Islamic Republic.

More meetings are planned, he added.<br /> <br /> <strong><u>Oil Prices</u></strong></p> <ul> <li><strong>WTI for November delivery gained 1.8% to settle at $92.16 a barrel.</strong></li> <li><strong>Brent for November settlement rose 3.9% to settle at $103.08 a barrel.</strong></li> <li><strong>US diesel futures sank 3.4% to settle at $4.78 a gallon in New York.</strong> <ul> <li><strong>Diesel fell to an intraday low of 7.5%</strong></li> </ul> </li> </ul> <p><br /> Iran President Masoud Pezeshkian told world leaders at the UN his country won't allow freedom of navigation through Hormuz while sanctions and a US blockade remain in place, underscoring the difficulty in reaching a peace deal with Washington.<br /> <br /> Multiple efforts to end the conflict have so far proved fruitless, including an interim deal in June that was in place for a short period.

Since then, the US has maintained a blockade of Iran's ports, limiting its export revenues. In retaliation, Iran has kept attacking ships in Hormuz.<br /> </p>

Kaynaklar

• Rigzone