According to data from the London Stock Exchange Group, European diesel prices surpassed aviation kerosene prices for the first time in more than a year. This is because Europe can obtain other sources to replace aviation kerosene from the Middle East, but it faces difficulties in obtaining more diesel supplies for industry and agriculture. Goldman Sachs analysts said in the report: “As winter approaches, we think the risk of continued scarcity premiums in diesel prices is higher than that of crude oil. According to LSEG data, diesel prices have surpassed aviation coal prices this week. On August 10, the price of aviation coal goods arriving in Europe was 24 US dollars per ton lower than diesel futures. According to LSEG and Argus Media data, this is the biggest discount since July 2025.

According to data from the London Stock Exchange Group, European diesel prices surpassed aviation kerosene prices for the first time in more than a year. This is because Europe can obtain other sources to replace aviation kerosene from the Middle East, but it faces difficulties in obtaining more diesel supplies for industry and agriculture. Goldman Sachs analysts said in the report: “As winter approaches, we think the risk of continued scarcity premiums in diesel prices is higher than that of crude oil. According to LSEG data, diesel prices have surpassed aviation coal prices this week. On August 10, the price of aviation coal goods arriving in Europe was 24 US dollars per ton lower than diesel futures. According to LSEG and Argus Media data, this is the biggest discount since July 2025.