Heating Oil Crashes After Ceasefire
2026-04-08 14:48
By
Felipe Alarcon
1 min. read
Heating oil futures plummeted around 14% toward $3.80 per gallon on Wednesday as a diplomatic breakthrough between the United States and Iran significantly reduced the geopolitical risk premium.
Prices retreated after President Trump delayed military strikes by two weeks in a conditional ceasefire that allowed for the temporary reopening of the Strait of Hormuz.
This de-escalation offset a surprisingly bullish EIA report which showed that distillate stocks fell by over 3.1 million barrels, more than double the anticipated draw.
At the same time, crude oil inventories rose by 3.08 million barrels against a predicted 0.7 million barrel build, heating oil specific stocks edged up by 233,000 barrels.
Market participants also monitored reports of a drone strike on Saudi Arabia’s East West pipeline which serves as a critical alternative route to the Red Sea.
Despite this localized disruption the broader plunge in energy benchmarks have eased global supply fears and inflationary pressures.