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Goldman Sachs Steps Up Warnings on Diesel as Wars Curb Flows
Source: Bloomberg
Geopolitics & WarEnergy Markets & PricesCommodities & Raw MaterialsAnalyst InsightsCompany Fundamentals
Goldman Sachs warned that global diesel refining capacity is getting tighter, citing ongoing wars in the Middle East and between Moscow and Kyiv. The bank more than doubled its profit forecasts tied to diesel refining, implying improved pricing power/margins for refiners despite elevated geopolitical risk. Net: cautious macro/commodity tightness, but supportive near-term economics for diesel-related operations.
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