Structural supply deficits in diesel and jet fuel have persisted since 2020, signaling that current market volatility is driven by deep-seated industry issues rather than temporary geopolitical bottlenecks.
Structural supply deficits in diesel and jet fuel markets have persisted since 2020, challenging global energy stability. Analysts suggest the current shortfall is far more complex than regional geopolitical disruptions like the Strait of Hormuz, indicating that long-term mitigation strategies are required to stabilize refined product prices.
The shortage is identified as a long-term trend dating back to 2020, suggesting that the imbalance between supply and demand is rooted in systemic industry factors rather than temporary geopolitical events.