The diesel supply crisis is worsening, and Goldman Sachs says Russia is "making us very worried"

Goldman Sachs stated that amid risks to Russian supply and disruptions caused by the Iran-Israel conflict, diesel is at the core of tight fuel supplies. Samantha Dart, Co-Head of Global Commodities Research at Goldman Sachs, said: "The situation in Russia is indeed something that concerns us greatly. The issue with Russia has already lasted about four years, so this situation could continue." "Obviously, there is actually no problem with Russian crude oil exports, but the same cannot be said for refined oil product exports. Therefore, this is the part of the supply disruption that worries me most, because we don't know when this situation will end."