- Asia's light and middle distillate imports were about 6.15 million bpd in October per Kpler, still 10% below pre-war levels.
- Asia's crude imports rose to 26.39 million bpd in October, nearly at the pre-war three-month average of 27 million bpd, while refined product supply lags.
- Global seaborne gasoil and diesel exports averaged 4.7 million bpd over the first nine months of 2026, 10% below the same period last year, according to the IEA.
- Analysts expect the crunch to extend until mid-2027, citing long overdue refinery maintenance deferred from 2026 into the spring.
- US distillate inventories fell by 270,000 barrels in the week ending October 30 and were already 10% below the five-year average, per EIA data.
引述
“China remains the main Asian uncertainty.”