Back to Intelligence

#energy-markets

(12 articles)
Procurement
High ImpactNov 3, 2026

Diesel Prices Swing 25+ Cents on Supply Crisis and Geopolitics

The diesel market is experiencing acute structural stress, not just short-term noise. In a single session, ultra-low sulfur diesel futures dropped 25.45 cents per gallon on unconfirmed peace talks bet

FreightWaves#diesel-prices#fuel-volatility#supply-chain-risk
Risk & Disruption
High ImpactOct 13, 2026

Diesel Prices Surge 20 Cents as Inventories Tank

Ultra-low sulfur diesel (ULSD) futures experienced a sharp 20-cent price spike within two hours on Tuesday morning, signaling critical tightness in fuel markets already weakened by depleted inventory

FreightWaves#diesel-prices#fuel-crisis#supply-chain-disruption
Shipping & Freight
High ImpactOct 2, 2026

Record Freight Costs Pressure Saudi Crude Oil Pricing

Saudi Arabia's crude oil pricing is facing downward pressure from historically elevated ocean freight rates and increasingly complex logistics operations. Record levels of transportation costs are lim

qcintel.com#saudi-crude-oil#freight-costs#tanker-logistics
Procurement
High ImpactSep 30, 2026

Diesel Prices Drop as Gulf Oil Production Nears Normal Levels

Crude oil production from the Persian Gulf is approaching pre-war output levels, creating downward pressure on global energy markets and providing relief to transportation and logistics operations. Th

FreightWaves#diesel-prices#crude-oil-supply#persian-gulf
Trade Policy & Tariffs
High ImpactSep 23, 2026

Diesel Export Ban Could Backfire: Regional Shortages Loom

A proposed U.S. ban on diesel exports is gaining political momentum, but analysis suggests the policy would create uneven regional outcomes rather than broad price relief. The fundamental challenge is

FreightWaves#diesel-export-ban#fuel-pricing#supply-chain-policy
Procurement
High ImpactSep 15, 2026

Diesel hits record high: Supply chain costs surge nationwide

The Energy Information Administration (EIA) has reported that the national diesel average has reached an unprecedented record level, marking a critical inflection point for supply chain economics. Thi

Logistics Management#diesel-prices#fuel-costs#supply-chain-expenses
Risk & Disruption
High ImpactSep 15, 2026

Diesel Hits Record $6.29/gal as Refinery & Supply Crises Collide

The Department of Energy/Energy Information Administration diesel benchmark reached an unprecedented $6.285 per gallon on Tuesday, shattering previous records and signaling severe structural pressures

FreightWaves#diesel-prices-record#fuel-surcharge-impact#supply-chain-cost
Procurement
High ImpactSep 4, 2026

Diesel Hits All-Time High: What Supply Chains Need to Know

Retail diesel prices have reached unprecedented levels, breaking the previous all-time high of $5.82/gallon set in June 2022. The AAA national average hit $5.85/gallon on Friday, driven by a convergen

FreightWaves#diesel-prices#fuel-costs#transportation
Risk & Disruption
High ImpactSep 3, 2026

Droughts Disrupt Global Shipping Routes, Pressure Energy Supply Chains

Drought conditions are impacting critical global waterways that serve as major shipping corridors for energy commodities and other bulk cargo. When water levels drop below operational thresholds, vess

Heavy Lift & Project Forwarding International#drought-impact#shipping-routes#supply-chain-disruption
Trade Policy & Tariffs
High ImpactAug 18, 2026

Iran Oil Sanctions: Duration Risk Reshapes Global Supply Chains

Morgan Stanley's analysis highlights a critical but often overlooked dimension of geopolitical supply chain disruptions: the **duration of impact** rather than just the event itself. When sanctions or

Morgan Stanley#iran-sanctions#oil-supply-disruption#geopolitical-risk
Risk & Disruption
High ImpactJul 19, 2026

Gas Prices & Supply Disruptions Squeeze Supply Chain Costs

Elevated gasoline and diesel prices are compounding existing supply chain vulnerabilities, creating a dual pressure on operational costs across the economy. When transportation fuel costs spike while

PBS#fuel-prices#supply-chain-disruption#transportation-costs
Trade Policy & Tariffs
High ImpactJul 16, 2026

Russia Diesel Export Ban Disrupts Global Freight, Aviation Supply

Russia has implemented a nationwide diesel export ban that fundamentally disrupts global energy markets and transportation logistics networks. This move affects multiple interconnected supply chains:

Travel And Tour World#russia-diesel-ban#export-restrictions#fuel-supply-chain