Cracks set to rally in winter
Supply risk builds across the Atlantic Basin and Asia as blending and refining margins turn negative.
09 OCT 26 - 12:10
Gasoline (87)
Asia Middle Distillates & Gasoline – Pricing Analyst Update (25 Sep–2 Oct)
Asia Middle Distillates & Gasoline – Pricing Analyst Update (25 Sep–2 Oct).
05 OCT 26 - 09:28
E/W retreats, allowing the AG to regain its landed value edge into East Africa
E/W retreats, allowing the AG to regain its landed value edge into East Africa.
02 OCT 26 - 12:07
USGC 10 ppm diffs look like a sell, export ban or not
USGC 10 ppm diffs look like a sell, export ban or not.
02 OCT 26 - 07:31
SING92 stays bid
Gains in gas e/w as Asian supply tightens allow European exporters to retain market share in LATAM and find new outlets in East Africa.
01 OCT 26 - 11:45
Knock-on effects of a diesel export ban
A rumoured 90-day US diesel export ban lifts RB cracks and widens the TA arb, as lowered refining activity tightens gasoline balances across the Atlantic Basin.
24 SEP 26 - 15:36
