Putin holds the diesel market hostage: exports return only after sanctions are lifted
Russian diesel exports are being tied to sanctions relief, implying a potential flow shift in diesel supply.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Gasoline and diesel →Prices riseEuropean diesel market
Reports said European gasoil crack spreads rose as traders priced in a possible decline in US diesel exports, indicating a direct price shock to the European diesel market.
“European gasoil crack spreads also rose as the market priced in the possibility of a decline in US diesel exports.”
94% confidenceCited →Butter and dairy fats →Prices riseTighter diesel supply raises trucking and farm operating costs, and raw whole milk is a critical butter input, so its delivered cost rises.
58% confidenceButter and dairy fats →DelaysPackaging & Cold Chain
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.