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  • 6 August 2026
  • Market: Jet Fuels, Marine Fuels, Road Fuels, Oil Products

While crude markets are gradually recovering, refined products face a more complex path forward.

Supply constraints, refinery disruptions, inventory depletion and shifting trade flows continue to reshape the refined products markets. Product balances are expected to remain tighter than crude balances through much of the remainder of 2026, with implications for pricing, trade flows and refining margins.

In this insight paper, you'll gain a forward-looking view of the key forces expected to influence refined products markets through year-end and beyond, including:

  • Why refined products are likely to lag crude market recovery
  • The impact of Middle East supply uncertainty and changing export flows
  • How Russian refinery disruptions and export restrictions are affecting diesel markets
  • Why low inventories are masking underlying market tightness
  • How refinery economics and yield optimisation are evolving
  • What these developments could mean for cracks and refining margins through 2027

Download the Insight paper

About Argus Media

As a leading authority on energy and commodity markets across the globe, Argus is uniquely positioned to provide in-depth analysis and expert thought leadership. Our white papers are carefully written by Argus specialists from across our company. Each white paper focuses on a topical theme, exploring areas such supply and demand dynamics, price trends, trading activity and changing regulations. We always aim to provide a balanced view, underpinned by data and insight gathered first hand from the market.