Market Commentary, Crude 9 September 2024 Physical crude holds up against flat price freefall, for now
Market Commentary, Crude 19 August 2024 North Sea to remain strong for a few more weeks and Q4 headwinds weakening slightly
Market Commentary, Crude 29 July 2024 Dated-related crudes remain strong despite small week-on-week softening, while WTI the most attractive WoS grade in the East as wide EFS makes moving grades East tricky
Market Commentary, Crude 22 July 2024 Crude draws in the US boost WTI vs Brent, but prompt waterborne fob keeping WTI attractive into NWE and Far East against North Sea crudes in particular
Market Commentary, Crude 15 July 2024 Cushing rally sees WTI export arbs weaken, with US domestic issues at play
Market Commentary, Crude 8 July 2024 Physical Brent still primed to the downside, with time running out also for a bump in Q3 seasonal buying
Market Commentary, Crude 1 July 2024 Brent strength retained for now while other global indicators of physical crude lag behind
Market Commentary, Crude 24 June 2024 June’s Brent rally has seen the complex price out of Asia, WTI price firmly into Europe
Market Commentary, Crude 17 June 2024 Physical crude continues to slowly recover, but already putting the brakes on Eastern arb econs
Market Commentary, Crude 10 June 2024 Physical market remains bogged down, but green shoots of margin optimism emerge
Market Commentary, Crude 3 June 2024 OPEC+ to bring back volumes (on paper) in Q4, but actual supply to market will be dictated by demand, which for now remains weak
Market Commentary, Crude 21 May 2024 North Sea weakens further, arbs East opening further, but poor demand prevails
Market Commentary, Crude 13 May 2024 Arbs East verging on open; but anaemic demand still weighing on crude for now
Market Commentary, Crude 7 May 2024 Flat price tumble sees North Sea-East arbs beginning to open, WTI beginning to lose competitiveness abroad
Market Commentary, Crude 29 April 2024 TI/Brent still primed to narrow; European crude demand yet to fire higher
Market Commentary, Crude 15 April 2024 Window for North Sea bearishness is closing, while heavy crude pool rallies further