EMEA Chart Pack July 2026
Sparta’s Chart Packs are ready-made collections of charts that highlight key commodity market moves, giving traders a fast, visual snapshot of what matters without building charts themselves.
Monthly EMEA Chart Pack: July 2026
Brent has climbed over $20/bbl in under a month as Iran-US tensions sour and Houthi threats hit Saudi Red Sea shipping. Jay Maroo’s July Europe Chart Pack shows the rally is tightening diesel, naphtha and freight too.
Takeaways:
- Brent’s $20/bbl rally: Brent has climbed over $20/bbl in under a month as Iran-US tensions soured and Red Sea threats escalated.
- Naphtha E/W in crisis: E/W naphtha has blown out to $70/mt for August and above $100/mt in the prompt as AG supply is cut for a second time.
- Diesel outmuscles gasoline: Diesel cracks are outperforming the rest of the barrel, with East and USGC arbs still not signalling relief for Europe.
- CPC Blend flows disrupted: CPC Blend FOB premiums have surged after the consortium stopped accepting Kazakh crude, cutting off what was previously Far East refiners’ cheapest long haul option.
- Freight still undervalued: TD3C sits at WS 350-400, below what longer Cape ballast legs could justify if Red Sea rerouting accelerates.
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Distillates strength pulls further ahead after a short breather, as tightness looms ahead; jet looks...
Diesel arbs into Europe are mostly closed despite the recent upturn in pricing. Meanwhile Jet arbs East-West are much more favourable. Further weakness in SG10 E/W and in NWE Jet CIF diffs likely.
14 AUG 26 - 08:08
Atlantic Basin looks to hold naphtha, giving support to MOPJ premiums
Marginal Med arbs and a shut Rotterdam–Chiba keep naphtha in the Atlantic Basin, with Brazil the stronger outlet and MOPJ risk building into Q4.
14 AUG 26 - 07:22