Kpler(@Kpler):⛽ Can tight octane markets keep gasoline prices supported through Q4? Seasonal demand may be slowing, but tight octane supplies, geopolitical disruptions and historically low inventories are keeping #gasoline markets stronger than usual. In Europe, low Rhine water levels and weak naphtha cracking margins continue to constrain aromatics supplies. Meanwhile, China's MTBE exports remain under pressure from tight #methanol and butane availability. Despite expectations of softer gasoline fundamentals heading into winter, Kpler analysts Ines Goncalves and Ciaran Tyler highlight why octane tightness could keep prices above typical seasonal levels and create further risks into 2027. Discover what's driving the outlook:

2026.10.09 10:04

⛽ Can tight octane markets keep gasoline prices supported through Q4? Seasonal demand may be slowing, but tight octane supplies, geopolitical disruptions and historically low inventories are keeping #gasoline# markets stronger than usual. In Europe, low Rhine water levels and weak naphtha cracking margins continue to constrain aromatics supplies. Meanwhile, China's MTBE exports remain under pressure from tight #methanol# and butane availability. Despite expectations of softer gasoline fundamentals heading into winter, Kpler analysts Ines Goncalves and Ciaran Tyler highlight why octane tightness could keep prices above typical seasonal levels and create further risks into 2027. Discover what's driving the outlook: