Alkagesta Publishes September Market Insights on European ULSD Supply Tightness and Inland Logistics Disruption 09-25-2026 09:30 AM CET | Energy & Environment
Press release from: Alkagesta Alkagesta Publishes September Market Insights on European ULSD Supply Tightness and Inland Logistics Disruption
Alkagesta, the international energy and commodity trading house headquartered in Malta, has published its September 2026 European ULSD Market Insights report, examining the acute physical supply tightness that drove European ultra-low sulfur diesel spot prices, prompt differentials, and refining margins to multiyear and near-historic highs across Northwest Europe and the Mediterranean during September 2026.
The report documents a convergence of factors driving the tightness - regional refinery maintenance and unplanned outages, severe navigational restrictions on the Rhine River, and historically low middle distillate inventories - which together generated steep backwardation across forward paper curves and pushed CIF NWE ULSD margins over Dated Brent to $86.15 per barrel on September 8, with front-month ICE low sulfur gasoil futures peaking at $1,568.00 per metric tonne on September 15...