European commodity, energy and shipping intelligence
Oil
Gasoline, diesel, jet and residual products.
Global diesel availability is expected to stay constrained through the coming winter due to refining capacity deficits in key producing regions.
The European physical gasoline market experienced significant prompt tightness and steep backwardation in August 2026, driven by a structural deficit of high-octane blending components, historic logistical bottlenecks on the Rhine River, and robust summer demand in Southern Europe.
European jet fuel supply is coming under pressure as reduced Middle East flows lift prices and raise concern over aviation inventories before summer demand.
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