Avertisment Morgan Stanley: Se vor agrava problemele de pe piaţa de motorină din Europa / ”În prezent, principalul blocaj din sistemul petrolier este capacitatea de rafinare, mai mult decât ţiţeiul”

Morgan Stanley analysts report a significant decline in European diesel stocks, driven by geopolitical tensions and refinery capacity issues. Diesel prices have surged due to disruptions in the Strait of Hormuz and Russian export bans. The refining capacity is currently the main bottleneck, with record margins in Northwest Europe. Analysts predict local diesel stocks will drop to around 299 million barrels by November, the lowest since 2015. Additionally, reduced diesel production in China impacts global supply, although it does not directly supply Europe. Investors are cautioned against betting on further price increases.