全球柴油需求供应量在圣诞节猛增,特别是在依赖进口品的欧洲。 Christmas surge in global diesel demand strains supplies, especially in Europe reliant on imports.

圣诞节引发全球柴油应激反应测试, 因为假日对货运、仓储和制冷的需求激增, Christmas triggers a global diesel stress test as holiday demand surges for freight, warehousing, and refrigeration, straining already low inventories. 美国的蒸馏供应量每天维持在400万桶左右,其库存低于历史冬季水平,而没有俄罗斯柴油的欧洲则依赖从美国、中东和印度的长途进口。 U.S. distillate supply holds near 4 million barrels per day, with stocks below historical winter levels, while Europe, deprived of Russian diesel, relies on long-haul imports from the U.S., Middle East, and India. 尽管报告供应充足、后勤紧张、向欧洲出口量大(110万至130万桶)以及合同驱动的需求不灵活,但该系统很容易受到干扰。 Despite sufficient reported supply, tight logistics, high export volumes to Europe (1.1–1.3 million bpd), and inflexible contract-driven demand make the system vulnerable to disruptions. 炼油厂的生产能力超过90%,降低了灵活性,实际柴油溢价依然强劲,表明尽管纸张裂缝扩散较软,但地面供应仍然紧张。 Refineries operate at over 90% capacity, reducing flexibility, and physical diesel premiums remain strong, signaling tight on-the-ground supply despite softer paper crack spreads.