TOTAL VOLUME:
$142.4b
24H VOL:
$93,860,226
24H TRANSACTIONS:
2,643,541,936
OPEN INTEREST:
$1,586,778,228
469,640
Markets across
35,617
events
MATCHED EVENTS:
2,886
PLATFORM COVERAGE:
5
Polymarket:
38%
VS.
Kalshi:
62%
Time left: 16d:22h:12m
$
On October 1, 2026, Reuters reported that the United States had told France and Germany to release emergency diesel stocks or face a potential US diesel export ban, as Washington presses European countries to draw down their reserves to ease surging diesel prices. You can read more about that here: https://www.reuters.com/business/energy/us-tells-france-germany-release-diesel-stocks-or-face-us-export-ban-sources-say-2026-10-01/ This market will resolve to “Yes” if Eurostat publishes a figure for the European Union’s closing stock of EU emergency stocks of gas oil and diesel oil for the month of October 2026 that is greater than or equal to the specified value. Otherwise, this market will resolve to “No”. The relevant figure is the value in Eurostat’s “Oil products stock levels - monthly data” dataset (nrg_stk_oilm) for: Geopolitical entity “European Union - 27 countries (from 2020)”; Standard international energy product classification “Gas oil and diesel oil”; Stock or flow “Closing stock - EU emergency”; Unit “Thousand tonnes”; Time “2026-10”. This market will resolve as soon as Eurostat first publishes a figure for October 2026. Revisions to that figure published afterward will not be considered unless in the case of obvious data integrity issues. In case of obvious data integrity issues (i.e., erroneous data), the market may remain open until the end of the third calendar day (ET) after the date on which such data is first released to allow for corrections. Data integrity issues refer only to clerical or other similar errors in the underlying data. Values will count regardless of any status flag (e.g. estimated, provisional). The figure will be used as published, without rounding. If Eurostat becomes permanently unavailable or has not published a qualifying figure for October 2026 by April 30, 2027, 11:59 PM ET, this market will resolve based on the latest data available. The primary resolution source for this market will be Eurostat, specifically the nrg_stk_oilm dataset at https://ec.europa.eu/eurostat/databrowser/view/nrg_stk_oilm__custom_22993801/default/table. If the dataset is discontinued or restructured, the equivalent successor series published by Eurostat will be used. Note: this market’s resolution source publishes values in thousands of tonnes (e.g. 35M tonnes = 35,000 thousand tonnes). Thus, this will be the level of specificity used to resolve this market. Note: Eurostat publishes monthly emergency oil stock data with a delay. The European Union aggregate is generally published approximately three months after the end of the reference month, once all Member States have reported (for example, data for June 2026 was the latest available as of October 1, 2026). Data for October 2026 is therefore expected to be published around late January or February 2027, and this market will remain unresolved until the publication of qualifying data.
On October 1, 2026, Reuters reported that the United States had told France and Germany to release emergency diesel stocks or face a potential US diesel export ban, as Washington presses European countries to draw down their reserves to ease surging diesel prices. You can read more about that here: https://www.reuters.com/business/energy/us-tells-france-germany-release-diesel-stocks-or-face-us-export-ban-sources-say-2026-10-01/ This market will resolve to “Yes” if Eurostat publishes a figure for the European Union’s closing stock of EU emergency stocks of gas oil and diesel oil for the month of October 2026 that is greater than or equal to the specified value. Otherwise, this market will resolve to “No”. The relevant figure is the value in Eurostat’s “Oil products stock levels - monthly data” dataset (nrg_stk_oilm) for: Geopolitical entity “European Union - 27 countries (from 2020)”; Standard international energy product classification “Gas oil and diesel oil”; Stock or flow “Closing stock - EU emergency”; Unit “Thousand tonnes”; Time “2026-10”. This market will resolve as soon as Eurostat first publishes a figure for October 2026. Revisions to that figure published afterward will not be considered unless in the case of obvious data integrity issues. In case of obvious data integrity issues (i.e., erroneous data), the market may remain open until the end of the third calendar day (ET) after the date on which such data is first released to allow for corrections. Data integrity issues refer only to clerical or other similar errors in the underlying data. Values will count regardless of any status flag (e.g. estimated, provisional). The figure will be used as published, without rounding. If Eurostat becomes permanently unavailable or has not published a qualifying figure for October 2026 by April 30, 2027, 11:59 PM ET, this market will resolve based on the latest data available. The primary resolution source for this market will be Eurostat, specifically the nrg_stk_oilm dataset at https://ec.europa.eu/eurostat/databrowser/view/nrg_stk_oilm__custom_22993801/default/table. If the dataset is discontinued or restructured, the equivalent successor series published by Eurostat will be used. Note: this market’s resolution source publishes values in thousands of tonnes (e.g. 35M tonnes = 35,000 thousand tonnes). Thus, this will be the level of specificity used to resolve this market. Note: Eurostat publishes monthly emergency oil stock data with a delay. The European Union aggregate is generally published approximately three months after the end of the reference month, once all Member States have reported (for example, data for June 2026 was the latest available as of October 1, 2026). Data for October 2026 is therefore expected to be published around late January or February 2027, and this market will remain unresolved until the publication of qualifying data.
Currently, the odds on Polymarket reflect a different perspective than many traditional analyst forecasts regarding European diesel reserves. While some analysts predict sufficient stocks will remain, this market indicates a notable probability of depletion by the specified date. It’s important to remember that prediction markets aggregate the wisdom of the crowd, incorporating diverse information and perspectives that may not be fully captured in standard reports. This allows for a dynamic assessment of potential outcomes, distinct from static expert opinions.
On Polymarket, this market is priced through a continuous auction mechanism where traders buy and sell shares representing their belief in the outcome. The price of these shares directly reflects the implied probability of the event occurring. On Polymarket, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. The price movement is driven by supply and demand; increased buying pressure raises the price, indicating growing confidence in the ‘Yes’ outcome, and vice versa. This dynamic pricing ensures the market reflects the collective intelligence of participants.
This market resolves around Nov 1, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. Resolution will be based on whether official data confirms that EU emergency diesel stocks have been depleted before November 1, 2026. The specific level considered ‘depleted’ will be determined by publicly available data from relevant European energy agencies and will be assessed against established reporting standards. The determination will be based on official figures, not on individual interpretations or projections.
Several factors could significantly influence this market. Unexpected geopolitical events impacting oil supply, such as conflicts or sanctions, would likely move the odds. Changes in European energy policy, particularly regarding fuel reserves or consumption, could also have a substantial effect. Furthermore, severe weather events disrupting refinery operations or transportation networks could shift market sentiment. Finally, official announcements from EU energy agencies regarding stock levels or projected demand will be key signals to watch as we approach Nov 1, 2026.