Global Diesel Squeeze to Drag Into 2027, IEA Says

Impact · against what's priced in

The IEA's forecast of a prolonged diesel squeeze through 2027 and immediate supply drops due to the conflict in Iran provide a bullish tailwind for global refining margins. However, the immediate impact is limited to companies with non-affected geographic exposure who can capture the resulting spike in crack spreads.

Scored by the NIS engine · methodology.

Global Diesel Squeeze to Drag Into 2027, IEA Says

geopolitics▲29%
oil
iran
strait of hormuz
supply

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