Diesel’s record refining premium is feeding core inflation, Apollo warns - Seeking Alpha
Why now
Thesis: Diesel margins are an underappreciated inflation channel
Catalyst to watch: Refinery outages or distillate draws
Main risk: Margins normalize as supply returns
Why it matters
Record diesel refining margins feed transport costs and keep core inflation sticky.
Related assets & topics
InflationOilSources
- googlenews · news.google.com · 2026-09-23 12:50 UTC