The Diesel Demand Shock Nobody Is Pricing In
IEA Sees Massive Oil Surplus In 2027 As Middle East Supply Returns Leon Stille has a background in energy sciences (MSc and BSc) and is pursuing a PhD in energy policy.
He currently runs his own company,… The Truck Exception Isn't as Big as You Think When I recently argued that the internal combustion engine may already have passed its peak, many readers responded with a familiar objection.
Cars are one thing, they argued, but trucks are different.
Passenger vehicles can be electrified because they drive predictable distances, return home every evening, and increasingly benefit from lower operating costs.
Long-haul trucking, by contrast, depends on heavy payloads, long distances, and energy densities that batteries supposedly cannot provide.
While electric cars may be replacing gasoline vehicles faster than expected, freight transport remains, according to many skeptics, the permanent home of diesel.
At first glance, the argument sounds compelling.
After all, nobody seriously expects a fully loaded truck to drive from Lisbon to Warsaw on a single battery charge anytime soon.
The problem is that this debate often focuses on the most difficult edge cases rather than on how freight transport actually works.
And once you look at the geography of freight movements across Europe, a very different picture begins to emerge.
Recent European freight flow data paints a fascinating picture of how goods actually move across the continent.
What stands out immediately is that the densest concentration of truck traffic is not centered on political capitals or national borders.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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