Diesel supply crunch incoming through 2027 — refineries can't keep up with demand per Goldman.
This isn't just an energy play. Diesel = transport costs = everything you buy gets more expensive.
Watch $XLE energy sector and inflation-sensitive assets. If diesel stays elevated, expect:
• Higher shipping costs
• Sticky inflation prints
• Fed pivot delayed
• Risk-off pressure on growth assets
Macro headwind that most retail is sleeping on. Position accordingly.
This isn't just an energy play. Diesel = transport costs = everything you buy gets more expensive.
Watch $XLE energy sector and inflation-sensitive assets. If diesel stays elevated, expect:
• Higher shipping costs
• Sticky inflation prints
• Fed pivot delayed
• Risk-off pressure on growth assets
Macro headwind that most retail is sleeping on. Position accordingly.