The International Energy Agency (IEA) warned that tight diesel supplies could persist well into 2027, as record diesel prices threaten to fuel inflation and slow economic growth. Middle East and Russian diesel exports fell by a combined 1.3 million barrels per day in September, about 4.5 percent of forecast global diesel and gasoil demand this year. Diesel refining margins surged to a record of almost $95 per barrel that month as reduced refining capacity cut output. IEA members have pledged 426 million barrels from emergency reserves, with about 100 million barrels still to be released, and its governing board meets Thursday to decide details. The agency expects a surplus to return in 2027 but warned that recent attacks on Middle East energy infrastructure and tanker traffic could derail the recovery.
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Related tickers and likely impact
PLX
▼ Likely negativePetrolimex
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Oil & Gas |
| Industry | Integrated Oil & Gas |
| Market cap | 44,534 bn VND |
| P/E | 13.9 |
| P/B | 1.83 |
| Close on 10/16/2026 | 35.05 |
| Change that session | -1.41% |
PVD
▲ Likely positivePetroVietNam
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Oil & Gas |
| Industry | Oil Equipment & Services |
| Market cap | 16,375 bn VND |
| P/E | 14.7 |
| P/B | 0.95 |
| Close on 10/16/2026 | 17.65 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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