Why Diesel Prices Are Surging: Refinery Capacity, Russia and Hormuz | 8 Sept 2026 Focus on Fuels | StoneX
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Historic Refining Cracks: The diesel refining margin (crack spread) has surged to record highs above $100 per barrel, signaling severe physical capacity bottlenecks across global refining assets [03:04].
- Russian Export Collapse: Ukrainian drone strikes on Russian refining infrastructure alongside state-imposed export curbs have reduced Russian diesel exports from 800,000–1,000,000 bpd down to [].
References
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