"Europa este epicentrul crizei motorinei". Experții avertizează că stocurile se apropie de cele mai scăzute niveluri din ultimii ani

Europe is facing a diesel supply crisis due to significant supply challenges, with record refining margins and declining stocks, according to Morgan Stanley. Analysts predict that diesel inventories will drop to multi-year lows by the end of the year. The energy markets have been affected by renewed conflict between the US and Iran, and diesel prices have risen more than crude oil prices. Factors such as disruptions in the Strait of Hormuz and Ukrainian attacks on Russian refineries have tightened the diesel market. Refining capacity is currently the main bottleneck in the oil system, particularly in Europe, where local stocks are expected to decrease significantly. Additionally, reduced crude processing in China has further impacted global diesel availability. Morgan Stanley warns that the current shortage is already reflected in prices, advising investors against betting on further gains.