Analyst brief (212)

Real-time calls on arbs, flows and cracks as they break. Get instant reads on the developments that matter, and react before the rest of the market catches up.

  • New
  • Gasoline

ARA Blenders Squeezed on Components

Prompt spreads and cracks have strengthened across the gasoline complex, whereas deferred contracts...

14 AUG 26 - 06:43

  • New
  • Cross Barrel

Asia Cross Barrel — Pricing Analyst Update (6–14 Aug)

Overview Higher crude prices lifted Singapore gasoline and middle-distillate flat prices this week,...

13 AUG 26 - 16:12

  • New
  • Crude

The calm before the export storm

Global markets softer after massive US inventory build report. Hormuz remains constrained but ADNOC...

13 AUG 26 - 13:36

  • New
  • Cross Barrel

How can you make more diesel?

Sep SG10 cracks against Brent are approaching 70$/bbl, and is already at 71.50$/bbl vs Dubai. Yet...

13 AUG 26 - 06:39

  • New
  • Fuel Oil

Asia Fuel Oil – Pricing Analyst Update – 10–14 August

Cash differentials for Asia 380cst HSFO averaged around $27/mt over August 10–12, up from the...

13 AUG 26 - 06:27

  • New
  • Fuel Oil

Sing 5GO may weaken but not immediately

Sing 5GO which is the spread between 10 ppm and 0.5% has widened to ~460$/t, driven by the strength...

11 AUG 26 - 10:01

  • New
  • Distillate

Houston-Rotterdam diesel arb wide open but not for long

Arb opportunities for USGC-NWE diesel flow are strong for prompt cargoes but economics dissipate...

10 AUG 26 - 12:45

  • New
  • Freight

TC12 WCI MR: Busy start to last week fades as arb margins close and model turns neutral

WCI MR vessel supply in the seven-day ahead window remains tight at 7 ships against a 90-day moving...

10 AUG 26 - 10:46

  • Gasoline

EBOB firms on Russian strikes, prompting Asian competition into South Africa.

Global gasoline spreads have rebounded on the day, led by EBOB in the Aug/Sep, with lesser gains...

07 AUG 26 - 06:14

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