• •Goldman Sachs analyst Daan Struyven projected that global diesel inventories may reach critical lows by August.
• •Supply constraints in refining capacity are cited as the primary driver for the forecasted deficit.
• •The extent of the potential price increase remains uncertain, as it depends on global demand fluctuations and unexpected shifts in refinery output.

Goldman Sachs analyst Daan Struyven warned that global diesel inventories could fall to critically low levels by August. This forecast, reported by Bloomberg Markets, stems from sustained pressure on global refining capacity compared with shifting post-pandemic demand. However, the exact timing and severity of these shortages remain subject to volatility in the broader energy market. If the supply crunch materializes as expected, businesses reliant on freight and manufacturing may face significant spikes in logistics costs.