Prețurile la motorină vor rămâne ridicate până în 2027. Capacitatea globală de rafinare este insuficientă

Diesel prices may remain high until 2027 due to insufficient global refining capacity and companies rebuilding depleted stocks. Goldman Sachs emphasizes that elevated prices are necessary to curb demand recovery. The bank predicts that diesel and jet fuel spreads will average over $40 per barrel by 2027, more than double the usual level. Despite expectations for Brent crude to stabilize around $80 per barrel, the global refining system must reach its highest utilization rates in two decades to meet potential demand recovery. Analysts note that recent demand weakness does not indicate a permanent decline, as buyers are managing stocks and optimizing refining processes. Global stock recovery could take up to two years, with refining capacity outside China expected to contract significantly by 2026.