Before the Ukraine War, the EU depended on Russia for diesel as well as natural gas. It banned seaborne imports of Russian diesel on February 5. That prompted predictions of a supply crunch. Instead, diesel prices and refining margins have dropped. That is counter-intuitive.
烏克蘭戰爭之前，歐盟依賴俄羅斯供應柴油和天然氣。今年2月5日起，歐盟禁止俄羅斯海運柴油進口。這引發了關於供應緊縮的預測。實際上，柴油價格和煉油利潤率下降了。這與直覺相悖。
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