#美国柴油利润率突破100美元创纪录
In the U.S., the cracking profit on diesel has surged past $100 per barrel, reaching a historic high. In a normal year, it’s usually around $20–40. This time, it’s been pushed straight into the triple digits.
Note: this isn’t crude oil rising to $100. It’s the refinery’s processing profit—what they earn by turning crude into diesel. Behind it is a shortage of refined oil products: shipping from the Middle East is unstable, global refinery operating rates are insufficient, and on top of that, the autumn harvest brings a large surge in fuel demand from agricultural machinery. The diesel gap is laid bare.
Diesel is deeply embedded in every industry—transportation, farming, factories, all rely on it. When diesel prices rise, freight rates, grain, and the costs of all kinds of goods move up as well, and the spark of inflation is likely to flare again. That, in turn, further strains U.S. Treasury yields, and stocks as well as the crypto market can be indirectly affected too.
It won’t cause a market crash overnight, but it’s a persistent macro risk. If you trade, keep a close eye on the energy inflation thread—don’t focus only on the crypto order book. You should leave room for error in advance, because macro-side uncertainties can build over time.
Risk disclaimer: This is only market information interpretation and does not constitute any investment advice.
$AMZNB $AAPLB
In the U.S., the cracking profit on diesel has surged past $100 per barrel, reaching a historic high. In a normal year, it’s usually around $20–40. This time, it’s been pushed straight into the triple digits.
Note: this isn’t crude oil rising to $100. It’s the refinery’s processing profit—what they earn by turning crude into diesel. Behind it is a shortage of refined oil products: shipping from the Middle East is unstable, global refinery operating rates are insufficient, and on top of that, the autumn harvest brings a large surge in fuel demand from agricultural machinery. The diesel gap is laid bare.
Diesel is deeply embedded in every industry—transportation, farming, factories, all rely on it. When diesel prices rise, freight rates, grain, and the costs of all kinds of goods move up as well, and the spark of inflation is likely to flare again. That, in turn, further strains U.S. Treasury yields, and stocks as well as the crypto market can be indirectly affected too.
It won’t cause a market crash overnight, but it’s a persistent macro risk. If you trade, keep a close eye on the energy inflation thread—don’t focus only on the crypto order book. You should leave room for error in advance, because macro-side uncertainties can build over time.
Risk disclaimer: This is only market information interpretation and does not constitute any investment advice.
$AMZNB $AAPLB
