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Hormuz closed. Diesel heading past $3.00/L. Prices haven't caught up to crude.
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operators-edge-24-mar-2026.email
Operator's Edge — Monday 24 March 2026
🔴 EXTREME
Three weeks into the Iran conflict. Brent above $112. Bowser diesel approaching $3.00/L — and the crude move isn't fully priced in.
The call

Bowser diesel hasn't caught up to crude yet. Brent moved 23% but retail only passed through about 14%. You have roughly 7–10 days before the full hit lands. Lock in pricing with your supplier this week — you're buying ahead of the lag, not behind it.

TLDR
— Capital city bowser diesel at $2.94/L; Sydney and Brisbane stations above $3.00.
— Brent settled at US$112/bbl, up 7% for the week.
— National diesel stocks at ~26 days. Government reserves covering less than 1 day's supply.
Region Bowser WoW
Sydney $3.02/L +11.4¢
Melbourne $2.97/L +9.8¢
Brisbane $3.01/L +10.2¢
Perth $2.88/L +8.1¢