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- Fuel and Freight Daily Update - 8/15/25
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08/15/2025
Futures Market Settles (Front Month)
All prices reflect end-of-day settlements from August 14th, 2025
Instrument | Price | Change |
|---|---|---|
WTI Future (Sept) | $63.96 | ▲ 1.31 |
Brent Final Day (Oct) | $66.84 | ▲ 0.21 |
RBOB (Sept) | $2.1092 | ▲ 0.0388 |
ULSD (Sept) | $2.2428 | ▼ 0.0083 |
Ethanol CU (Sept) | $1.725 | ▼ 0.02 |
Crack Spreads
Spread | Value | Change |
|---|---|---|
HO/Brent (Sept) | $27.618 | ▼ 1.243 |
RB/Brent (Sept) | $15.379 | ▲ 0.386 |
HO/WTI Crack (Sept) | $29.89 | ▼ 1.66 |
ULSD & Jet Physical Market Settles
Colonial Pipeline Differentials (USGC):
ULSD 62g (C48): -7.50
Jet Fuel 54g (C48): -23.00
OPIS RIN Futures
D6 (Ethanol) | $1.0725 | ▼ 0.0475 |
D4 (Biodiesel) | $1.1315 | ▼ 0.0525 |
D5 (Advanced) | $1.1550 | ▼ 0.0175 |
D3 (Cellulosic) | $2.2000 | ▲ 0.0100 |
Freight Market Summary
Clean Tankers – Ample tonnage remains in the U.S. Gulf, but consistent export flows to Latin America and the U.S. East Coast are keeping the market balanced. Risk premiums tied to extended voyages and geopolitical uncertainty continue to act as a pricing floor, limiting downside despite available capacity.
Crude Tankers – VLCCs maintain their preference for the Cape of Good Hope route, bypassing the Red Sea and Strait of Hormuz. This longer routing absorbs global capacity, sustaining firm long-haul rates—particularly on Middle East–Asia trades—and keeping a built-in geopolitical risk premium in place.
LNG Shipping – Spot LNG demand in the Atlantic Basin remains steady. Weather-related risks and longer routing patterns keep vessel supply tight, supporting firm rates in a balanced but vulnerable market.
Routing & Geopolitics – Across all tanker segments, detours around high-risk regions remain the norm. Extended voyage durations continue to restrict near-term tonnage availability and uphold freight pricing momentum, even in otherwise balanced conditions.
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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