{"id":704092,"date":"2026-08-13T22:15:01","date_gmt":"2026-08-14T02:15:01","guid":{"rendered":"https:\/\/goldtadise.com\/?p=704092"},"modified":"2026-08-13T22:15:01","modified_gmt":"2026-08-14T02:15:01","slug":"diesel-crack-spread-explodes-to-record-as-wall-street-warns-of-refined-products-perfect-storm","status":"publish","type":"post","link":"https:\/\/goldtadise.com\/?p=704092","title":{"rendered":"Diesel Crack Spread Explodes To Record As Wall Street Warns Of Refined-Products &#8220;Perfect Storm&#8221;"},"content":{"rendered":"<p><strong>Wall Street Warns About &#8220;Perfect Storm&#8221; Diesel Crunch:\u00a0<\/strong><\/p>\n<ul>\n<li><em>Goldman&#8217;s\u00a0Daan Struyven Shows\u00a0<strong>Global Diesel Exports Crashing<\/strong><\/em><\/li>\n<li><em>Citi&#8217;s Anthony Yuen Warns: Global Diesel Inventories &#8220;<strong>Below 5YR Minimum<\/strong>&#8220;<\/em><\/li>\n<li><em>BofA&#8217;s\u00a0Francisco Blanch Warns:\u00a0<strong>&#8220;Diesel&#8217;s Perfect Summer Storm&#8221; Unfolding\u00a0<\/strong><\/em><\/li>\n<li><em>Jefferies&#8217; Sam Burwell Warns:\u00a0Hormuz Shock &#8220;<strong>Manifesting Itself In Cracks, Not Crude<\/strong>&#8221;\u00a0<\/em><\/li>\n<\/ul>\n<p>Brent briefly fell below $80 a barrel last week as prospects improved for an Iran-Oman deal to reopen the maritime chokepoint, before rebounding toward $90 as negotiations stalled this week.<\/p>\n<p>By lunchtime Thursday, the\u00a0<strong>front-month US diesel crack spread (<em>HOCL1<\/em>\u00a0on the Terminal) had exceeded the $97 level<\/strong>\u00a0reached in mid-March, when the US-Iran conflict was just three weeks old, and was\u00a0<strong>closing in on $100. That signals extreme tightness in diesel.<\/strong><\/p>\n<p><a href=\"https:\/\/www.zerohedge.com\/energy\/hormuz-shock-manifesting-itself-cracks-not-crude-jefferies-says\">https:\/\/www.zerohedge.com\/energy\/hormuz-shock-manifesting-itself-cracks-not-crude-jefferies-says<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wall Street Warns About &#8220;Perfect Storm&#8221; Diesel Crunch:\u00a0 Goldman&#8217;s\u00a0Daan Struyven Shows\u00a0Global Diesel Exports Crashing Citi&#8217;s Anthony Yuen Warns: Global Diesel Inventories &#8220;Below 5YR Minimum&#8220; BofA&#8217;s\u00a0Francisco Blanch Warns:\u00a0&#8220;Diesel&#8217;s Perfect Summer Storm&#8221; Unfolding\u00a0 Jefferies&#8217; Sam Burwell Warns:\u00a0Hormuz Shock &#8220;Manifesting Itself In Cracks, &hellip; <a href=\"https:\/\/goldtadise.com\/?p=704092\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2948,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-704092","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/posts\/704092","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/users\/2948"}],"replies":[{"embeddable":true,"href":"https:\/\/goldtadise.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=704092"}],"version-history":[{"count":1,"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/posts\/704092\/revisions"}],"predecessor-version":[{"id":704093,"href":"https:\/\/goldtadise.com\/index.php?rest_route=\/wp\/v2\/posts\/704092\/revisions\/704093"}],"wp:attachment":[{"href":"https:\/\/goldtadise.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=704092"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/goldtadise.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=704092"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/goldtadise.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=704092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}