Fuel and Freight Daily Update - 8/11/25

Liquidity Energy, LLC

In partnership with

08/12/2025

Futures Market Settles (Front Month)

All prices reflect end-of-day settlements from August 8th, 2025

Instrument

Price

Change

WTI Future (Sept)

$63.88

(FLAT)

Brent Final Day (Oct)

$66.59

▲ 0.16

RBOB (Sept)

$2.0775

▲ 0.0086

ULSD (Sept)

$2.2668

▼ 0.0125

Ethanol CU (Sept)

$1.7675

▼ 0.0100

Crack Spreads

Spread

Value

Change

HO/Brent (Sept)

$29.423

▲ 0.457

RB/Brent (Sept)

$14.753

▼ 0.327

HO/WTI Crack (Sept)

$31.33

▲ 0.52

ULSD & Jet Physical Market Settles

Colonial Pipeline Differentials (USGC):

  • ULSD 62g (C46): -7.35

  • Jet Fuel 54g (C47): -24.50

OPIS RIN Futures

D6 (Ethanol)

$1.1100

0.0225

D4 (Biodiesel)

$1.1730

0.0229

D5 (Advanced)

$1.1675

0.0175

D3 (Cellulosic)

$2.2000

0.0150

Freight Market Summary

Clean Tankers
U.S. Gulf clean tanker tonnage remains plentiful, but steady exports into Latin America and the East Coast keep rates supported. Risk premiums and extended voyage buffers continue to stabilize market sentiment despite latent oversupply.

Crude Tankers
VLCCs maintain their preference for the Cape of Good Hope route, avoiding the Red Sea and Hormuz. Prolonged voyages continue absorbing global capacity, keeping long-haul rates elevated, particularly on Middle East–Asia flows.

LNG Shipping
Atlantic LNG demand remains stable and risk-averse routing keeps spot availability minimal. The market remains tight, with rates steady and susceptible to sudden spikes if demand accelerates.

Routing & Geopolitical Conditions
No major changes—clean, crude, and LNG vessels continue to favor Cape of Good Hope detours, extending voyage durations, supporting freight pricing, and restricting available tonnage.

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Disclaimer

This article and its contents are provided by Liquidity Energy, LLC ("The Firm") for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any commodity, futures contract, option contract, or other transaction. Although any statements of fact have been obtained from and are based on sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed.

Commodity trading involves risks, and you should fully understand those risks prior to trading. Liquidity Energy LLC and its affiliates assume no liability for the use of any information contained herein. Neither the information nor any opinion expressed shall be construed as an offer to buy or sell any futures or options on futures contracts. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. Any opinions expressed herein are subject to change without notice, are that of the individual, and not necessarily the opinion of Liquidity Energy LLC