Deep dive (65)

Weekly expert commentary across the barrel. Spot trend shifts early with forward-looking takes on why the market is moving, and what might come next.

  • New
  • Naphtha

Petchem pain, gasoline gain

Gas-nap rally becomes naphtha's last line of support.

08 MAY 26 - 08:34

  • New
  • Freight

ECSAM VLCC Market Report

Vessel supply long but Tupi crude competitive and freight undervalued.

07 MAY 26 - 12:51

  • New
  • Distillate

Global jet and diesel pricing should continue to be bearish, at least in the short term, though still at very elevated levels

A short term bearish view pervades the global diesel and jet markets, though US diesel stocks are getting very low.

07 MAY 26 - 10:15

  • New
  • Fuel Oil

TC2 gasoline arb opens for the first time in several months as summer blending demand pulls ARA barrels West

TC2 gasoline arb opens for the first time in several months as summer blending demand pulls ARA barrels West

06 MAY 26 - 10:12

  • New
  • Freight

TC2 gasoline arb opens for the first time in several months as summer blending demand pulls ARA barrels West

TC2 gasoline arb opens for the first time in several months as summer blending demand pulls ARA barrels West

06 MAY 26 - 09:54

  • New
  • Gasoline

RBOB under pressure as TA Arb opens while EBOB maintains share of Latin America

Competition pressures RBOB while E/W spread approaches inflection point.

05 MAY 26 - 17:03

  • New
  • Crude

War premiums rise but physical crude still cooling

Physical crude in the West to remain somewhat subdued until late Q2.

04 MAY 26 - 11:09

  • Naphtha

Is it now a Western problem or current E/W downtrend running out of room?

Current May E/W trades below pre-conflict levels.

30 APR 26 - 15:34

  • Freight

USGC Afra Market Report

TD25 rates close to near-term peak as WTI crude RBI signals the rally is running out of steam.

30 APR 26 - 12:07

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