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- Fuel and Freight Daily Update - 8/8/25
08/12/2025
All pricing reflects end‑of‑day settlements from August 7th, 2025.
Futures Market Settles (Front Month)
All prices reflect end-of-day settlements from August 7, 2025
Instrument | Price | Change |
|---|---|---|
WTI Future (Sept) | $63.88 | ▼ 0.47 |
Brent Final Day (Oct) | $66.43 | ▼ 0.46 |
RBOB (Sept) | $2.0775 | ▼ 0.0129 |
ULSD (Sept) | $2.2668 | ▲ 0.0040 |
Ethanol CU (Sept) | $1.7675 | ▲ 0.0100 |
Crack Spreads
Spread | Value | Change |
|---|---|---|
HO/Brent (Sept) | $28.966 | ▲ 0.388 |
RB/Brent (Sept) | $14.753 | ▼ 0.128 |
HO/WTI Crack (Sept) | $31.33 | ▲ 0.640 |
ULSD & Jet Physical Market Settles
Colonial Pipeline Differentials (USGC):
ULSD 62g (C46): -7.25
Jet Fuel 54g (C47): -24.50
OPIS RIN Futures
D6 (Ethanol) | $1.1325 | ▼ 0.0125 |
D4 (Biodiesel) | $1.1959 | ▼ 0.0116 |
D5 (Advanced) | $1.1850 | ▼ 0.0125 |
D3 (Cellulosic) | $2.2150 | ▼ 0.0050 |
Freight Market Summary
Clean Tankers
Tonnage in the U.S. Gulf remains heavy, but consistent exports into Latin America and the U.S. East Coast are keeping freight rates steady. Operators continue to factor in buffer days for routing risks, helping sustain the current market balance. Any slowdown in exports could quickly tilt the balance toward softer rates.
Crude Tankers
VLCCs remain committed to the Cape of Good Hope route, bypassing the Red Sea and Hormuz. This routing extends voyage durations, ties up tonnage, and continues to underpin long-haul rates—particularly for Middle East-to-Asia flows.
LNG Shipping
Spot LNG vessel availability remains minimal, with Atlantic basin demand holding steady. Extended voyages due to risk-averse routing keep tonnage tight, sustaining elevated freight levels.
Routing & Geopolitical Conditions
No significant change in routing preferences—across clean, crude, and LNG segments, the Cape of Good Hope remains the primary diversion route. This continues to stretch global tonnage availability and support freight rates despite softer underlying demand in some areas.
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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