Distillate, Oil Market Commentary A bearish sentiment is manifest; poor US diesel demand with increasing runs, all diesel arbs pointed at Europe, high North Asian diesel exports. James Noel-Beswick1 day agoMarch 27, 20240 Comments
Distillate, Oil Market Commentary Increasing diesel supply, poor demand and the end of European turnarounds in April leads to a bearish view on both diesel and jet globally James Noel-BeswickMarch 20, 2024 5:01 pmMarch 20, 20240 Comments
Distillate, Oil Market Commentary Asia Pacific gasoil is weak, ME arbs point West, some surprising strength in the US whilst jet shows initials sign of recovery James Noel-BeswickMarch 13, 2024 5:03 pmMarch 13, 20240 Comments
Distillate, Oil Market Commentary European and Asian diesel markets exhibit more weakness than the US whilst jet recovery is unlikely until the end of April James Noel-BeswickMarch 6, 2024 4:30 pmMarch 6, 20240 Comments
Distillate, Oil Market Commentary Diesel market continues to come off its highs as strong European pull potentially unsustainable James Noel-BeswickFebruary 28, 2024 5:29 pmFebruary 28, 20240 Comments
Distillate, Oil Market Commentary Increased marginal diesel resupply to Europe as its maintenance period really begins to start James Noel-BeswickFebruary 21, 2024 3:49 pmFebruary 21, 20240 Comments
Distillate, Oil Market Commentary Europe exhibits a need for diesel resupply, that both US and Asian origin barrels need to price to fill James Noel-BeswickFebruary 14, 2024 5:24 pmFebruary 14, 20240 Comments
Distillate, Oil Market Commentary An extremely bullish, but warranted, sentiment prevails in Atlantic Basin diesel, though less so in Asia Pacific and global jet James Noel-BeswickFebruary 7, 2024 3:56 pmFebruary 7, 20240 Comments
Distillate, Oil Market Commentary Atlantic Basin, especially Europe, appears bullish diesel whilst Asia Pacific bearish, also for jet James Noel-BeswickJanuary 31, 2024 4:07 pmJanuary 31, 20240 Comments
Distillate, Oil Market Commentary GO E/W and HOGO move to resupply Europe, no reason to believe that this will end in the short term James Noel-BeswickJanuary 24, 2024 4:10 pmJanuary 24, 20240 Comments