Refined Products, Crude Oil, Maritime & Shipping, Diesel-Gasoil, Jet Fuel, Gasoline, Fuel Oil, Wet Freight
September 17, 2026
Geopolitics rattle European distillate markets, send prices soaring
Featuring George Delaney, Gary Clark, Aruni Sunil, and Sophia Aung
HIGHLIGHTS
Middle East tensions disrupt supply chains
European inventories critically low
Trade flow patterns shift amid constraints
Distillate prices are rising as escalating tensions in the Middle East and Russia inject fresh uncertainty into global energy markets.
Join S&P Global Energy's Gary Clark, associate director, price reporting, and reporters Sophia Aung and Aruni Sunil as they examine how geopolitical risks, supply disruptions, and a tightening physical market are underpinning a bullish outlook for distillates.
They also explore the impact of constrained supply, low inventories, and shifting trade flows on consumers, and assess whether relief is on the horizon.
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