CPP Arbitrage Report 01.09.2026

01 September 2026
Charles Chasty
Charles Chasty
Head of Research

Current arbitrage windows in the refined products market reflect varied trends, with the arb for gasoline from NW Europe to USAC open, while the diesel arbitrage from the US Gulf to NW Europe remains emphatically closed.

Notable ongoing opportunities include gasoline transfers from Asia to Mexico, indicating a dynamic trading environment. The fluctuations in arbitrage reflect broader logistical impacts and regional demand shifts, particularly amidst fluctuating geopolitical conditions affecting supply chains and energy costs.

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