Morgan Stanley: Global Fuel Market Will Stay Tight Through Mid-2027
Global fuel markets are set to remain tight until at least the middle of next year as the second quarter of 2027 will see unusually high planned maintenance that refiners have deferred from this year, Morgan Stanley analysts say. Planned maintenance at refineries worldwide is set to peak at 3.4 million barrels per day (bpd) in the second quarter of 2027, as many facilities will be overdue for maintenance after currently running at maximum capacity utilization. In recent months, many refiners have postponed scheduled outages to keep fuels flowing…
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Two or more outlets reported this story and its reliability score reached 65%, so WorldPulse marks it verified. That means more than one outlet says so, not that it is proven true.
Who reported it
[Claude] Report 2 covers the same Morgan Stanley forecast that fuel shortages could last until mid-2027 due to refinery maintenance, with consistent details.
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Not in the score: AI checks and reader flags. Verified is separate: two or more independent outlets and a score of at least 65%.
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