Diesel crack spread Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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21:05
Sep 08
Sep 08
Diesel crack spread bullish on refinery hits.
Attacks on refineries push refined product prices up because crude is worthless without refining, the export market for diesel is small, and Russia removing 15-20% of competitive diesel exports after its refineries were hit has created structural tightness; US diesel prices are at records and the crack spread remains elevated.
HIGH
18:57
Sep 08
Sep 08
Refined product shortage keeps diesel spreads elevated.
The diesel crack spread reached a record $106 per barrel in early September versus a typical $15-$40 range. The extreme level is being driven by a refined product shortage rather than a simple crude shortage. Because diesel is the workhorse fuel of the physical economy, elevated diesel costs act like a broad tax on moving and producing goods and reach a broader share of consumer prices.
MED
21:46
Sep 03
Sep 03
Long crude, short diesel crack spread
Record diesel crack spreads near $106 have made refining highly profitable, enticing buyers like China to chase crude, so the near-term trade is long crude oil and short the diesel crack spread as oil plays catch-up and the spread corrects.
HIGH
21:16
Sep 03
Sep 03
Refinery outages push diesel cracks to records.
Global refinery outages are running 5-6 million barrels per day above normal, reducing crude demand but shifting tightness into refined products. Diesel is the clearest example: US front-month diesel was recently around $195 per barrel versus Brent at $95, and the diesel crack spread reached around $100 per barrel, an all-time high.
HIGH
20:58
Sep 03
Sep 03
Ukraine attacks push diesel crack spreads
O diesel segue em patamar elevado, a US$ 4,58, com o crack spread nas máximas históricas porque a guerra na Ucrânia atingiu a infraestrutura de refino e distribuição da Rússia, impactando o mundo inteiro.
HIGH
08:30
Aug 27
Aug 27
Diesel and crack spreads stay elevated.
Diesel, jet fuel, and heating oil are tight because Middle East and Russian refinery damage removed middle-distillate supply, while US crude production is heavier in light-end fuels. With September-to-November heating restocking demand approaching, diesel prices and crack spreads can stay elevated or rise even if crude oil stabilizes. That keeps inflation pressure alive and limits how dovish central banks can be.
HIGH
00:16
Aug 21
Aug 21
Diesel crack spreads keep surging upward.
WTI at 88 dollars is not the whole story: diesel crack spreads have surged toward 90-100 dollars per barrel, implying real-world diesel prices near 170-180 dollars per barrel. Refinery destruction is creating product shortages and pushing diesel, gasoline, and naphtha-based petrochemical prices higher, delivering an inflation shock even though crude oil looks less extreme.
HIGH
09:10
Aug 20
Aug 20
Refined product prices are unusually strong.
Even with WTI crude appearing rangebound near $84-85 per barrel, refined product prices are unusually strong: diesel is near $175 per barrel, putting the crack spread at roughly $100 versus a normal $15-25 range. Refinery damage from Ukraine-Russia and Middle East attacks, plus a mismatch between light US crude and refineries configured for heavier Middle Eastern crude, are keeping refinery utilization low, so product prices are rising independently of crude.
MED
13:26
Aug 10
Aug 10
Record diesel and gasoline crack spreads
Refined product markets are extremely tight due to Strait of Hormuz vessel disruptions hitting refining centers, Ukrainian strikes on Russian refineries, and Chinese export limits. This has driven diesel crack spreads to record highs near $80-85/bbl and gasoline differentials to very elevated levels, with refining margins at all-time records.
HIGH
19:34
Aug 04
Aug 04
Refinery margins to stay high.
Refinery margins, not crude oil, have been the dominant driver of diesel price gains this time. With the diesel supply squeeze, those margins are likely to stay elevated even if oil prices come down, making long diesel crack spreads attractive.
MED
About Diesel crack spread Investor Commentary
Across the available history and selected sources, Buzzberg tracks Diesel crack spread across 7 sources: 8 bullish vs 1 bearish calls from 7 authors. Historical directional balance: 70% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Doomberg, Narrator, Jeff Currie.