Americas Chart Pack June 2026
Sparta’s Chart Packs are ready-made collections of charts that highlight key commodity market moves, giving traders a fast, visual snapshot of what matters without building charts themselves.
Monthly Americas Chart Pack: June 2026
The Iran-US MoU signed on has shifted the crude market’s calculus, but American refined product stocks remain dangerously low and export arbs are closing fast. Nikolas Plonski’s June Americas Chart Pack tracks the recovery timeline, the products most exposed, and the tail risk that could define summer trading.
Key takeaways:
- Inventories at the limit: Cushing has drawn particularly hard, hitting near minimum workable levels as US refiners served as the “barrel of last resort” during the crisis.
- WTI still competitive into NWE: WTI lands at a -$3.34/bbl discount to Ekofisk, sustaining European demand for US crudes in the near term.
- Jet diffs under pressure: July USGC 54 swaps have fallen to -30 cpg since mid-May as record-high jet stocks weigh on an already weak export outlook.
- Diesel near workable minimum: US diesel inventories remain well below the five-year minimum, with the USGC 10ppm diff expected to weaken further as PADD 3 stocks rebuild.
- Freight poised to tighten: USGC clean tonnage is 18 ships long versus a 90-day average of 14, but AG flows resuming will pull vessels east and firm rates.
Click to read Americas Chart Pack June 2026 – Prospect Facing
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Distillates strength pulls further ahead after a short breather, as tightness looms ahead; jet looks...
Diesel arbs into Europe are mostly closed despite the recent upturn in pricing. Meanwhile Jet arbs East-West are much more favourable. Further weakness in SG10 E/W and in NWE Jet CIF diffs likely.
14 AUG 26 - 08:08
Atlantic Basin looks to hold naphtha, giving support to MOPJ premiums
Marginal Med arbs and a shut Rotterdam–Chiba keep naphtha in the Atlantic Basin, with Brazil the stronger outlet and MOPJ risk building into Q4.
14 AUG 26 - 07:22