In the UK for every 1 litre of unleaded consumed 2 litres of diesel are consumed. Diesel is used globally for heating, shipping and road transport.

The UK produces more unleaded than it uses and is a net exporter of unleaded. However, we are ‘short’ of diesel, meaning the UK’s requirements are greater than its production.  Diesel is imported to make up the shortfall. This structural imbalance can leave the UK more exposed to diesel supply disruptions than unleaded. In 2025 the UK was a net importer of 4 million tonnes of diesel and a net exporter of 3.5 million tonnes of unleaded.

In addition to this, and more importantly is the type of oil that comes via the Strait of Hormuz.

Not all crude oil is the same, and there are two main attributes that can help categorise oil; how ‘sweet or sour’ it is and how ‘light or heavy’ it is.

The sulphur content of the crude defines if the crude is sweet (low sulphur) or sour (high sulphur). Sulphur is an impurity that may need to be removed, and so sweet crudes tend to be more valuable than sour crudes.

The ‘American Petroleum Institute Gravity” or “API Gravity” is a measure of how heavy the crude is. Lighter crudes, which have a higher API Gravity value, will yield a higher percentage of lighter more valuable products such as gasoline.

 

oil-price-article-header

In the US the West Texas Intermediate (WTI) is the main crude grade, and it would be categorized as a light sweet crude, perfect for refining high quality gasoline. In the UK our main crude is Brent, named after the Brent oil fields in the North Sea, it is also a light sweet crude, although not as light or as sweet as WTI.

WTI has a typical sulphur content of 0.24 to 0.34% and an API gravity 39-40. With a typical refining yield of 24% diesel and 46% gasoline.

Arab Light, one of the major crude benchmarks affected by the effective closure of the Strait of Hormuz, typically has a 1.7% sulphur and 31.7 API gravity and would be classed as a medium sour crude. A typical yield would by 40% diesel and 25% gasoline. Middle East medium sour crude raced to all-time highs over Brent last week.

The properties of the oil heading east to China and India are like that of Russian Urals, which had been sanctioned by the US, however these sanctions have been temporarily lifted due to the supply disruptions. The price of Urals deliveries to India has surged to a premium over Brent for the first time since September. Urals was priced at $22 a barrel over Brent on Monday, the highest level since at least December 2022.

Limiting supply of crudes that yield higher volumes of diesel has been a major factor in driving diesel prices higher. This in turn has pushed the price of heavier crude oils higher. Traditionally Brent and WTI have traded at a premium to heavier crude benchmarks however that has narrowed and even reversed since the US and Israeli strikes on Iran.

11
0
Would love your thoughts, please comment.x
()
x