Should we be alarmed?
Edition: Euro EditionVolume: 3Issue: 122
Canada has some seriously ambitious pipeline aspirations, Germany’s car industry can’t catch a break as China continues to steal market shar
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Peering Eye 1.32
Edition: Peering EyeVolume: 1Issue: 32
Vessel count changes w/w were flat apart from Dubai, Khasab and especially Fujairah who all saw their tanker counts explode.
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Asia Edition
Benchmark reports published at the close of the trading day in Singapore.
Liquidity Report
Weekly reports analysing global liquidity in the oil markets
Archive
Full steam ahead!
Edition: Asia EditionVolume: 3Issue: 120Vessel traffic is up in the Strait despite the targeting of a Taiwanese cargo ship, Ukrainian drone strikes are now hampering Kazakhstan oilVessel traffic is up in the Strait despite the targeting of a Taiwanese cargo ship, Ukrainian drone strikes are now hampering Kazakhstan oil production, Kerosene prices have eased massively and China's fiver-year energy plan is here.
North Sea siesta
Edition: Euro EditionVolume: 3Issue: 121Dated Brent is weak at the knees, gasoline cracks are zooming in part because Europe's FCCs are coming under serious pressure and the US ecoDated Brent is weak at the knees, gasoline cracks are zooming in part because Europe's FCCs are coming under serious pressure and the US economy is staying resilient in the face of higher inflation.
Don’t fix what is broken
Edition: Asia EditionVolume: 3Issue: 119Prices continue to freefall, ADNOC finally released their OSPs, Iraq are the latest OPEC member to threaten quitting and the latest Dallas FPrices continue to freefall, ADNOC finally released their OSPs, Iraq are the latest OPEC member to threaten quitting and the latest Dallas Fed Energy Survey tempers long-term expectations for oil and gas activity.
Do the (con)tango!
Edition: Euro EditionVolume: 3Issue: 120Crude is super weak, Brent futures are in contango! European refiners are blinking out, Cushing is getting crushed and the number of transitCrude is super weak, Brent futures are in contango! European refiners are blinking out, Cushing is getting crushed and the number of transits across the Strait are multiplying.
Back to square one
Edition: Asia EditionVolume: 3Issue: 118Prices are returning to prewar levels, and the Dubai physical premium is the lowest we have ever assessed! Chinese refinery run rates have pPrices are returning to prewar levels, and the Dubai physical premium is the lowest we have ever assessed! Chinese refinery run rates have plunged to extreme lows as coal consumption across Asia is growing.
Mr. Worldwide
Edition: Euro EditionVolume: 3Issue: 119The physical market is getting hammered, Asia wants to add Canada to their diet, Russia flirts with the idea of banning diesel exports and EThe physical market is getting hammered, Asia wants to add Canada to their diet, Russia flirts with the idea of banning diesel exports and Europe can’t handle these higher energy costs.
Liquidity Report 2.25
Edition: Liquidity ReportVolume: 2Issue: 25Exchange-traded volumes w/w and y/y were mired in red!Exchange-traded volumes w/w and y/y were mired in red!
Sun’s out, shorts on
Edition: Asia EditionVolume: 3Issue: 117The US SPR is becoming a liability, Asia now has more crude than it knows what to do with but product cracks remain elevated and when will CThe US SPR is becoming a liability, Asia now has more crude than it knows what to do with but product cracks remain elevated and when will China resume its crude purchases?
Iranian oil: coming to a pump near you!
Edition: Euro EditionVolume: 3Issue: 118The North Sea’s structure got trashed, Ukraine has Russia in a serious bind, Singapore’s fuel oil stocks are becoming a concern, and a sweltThe North Sea’s structure got trashed, Ukraine has Russia in a serious bind, Singapore’s fuel oil stocks are becoming a concern, and a sweltering European heatwave is seriously constraining power supply.
Potty mouth diplomacy
Edition: Asia EditionVolume: 3Issue: 116The oil is flowing! India has already raised its crude imports to pre-war levels, wholesale and retail prices are easing globally while ChinThe oil is flowing! India has already raised its crude imports to pre-war levels, wholesale and retail prices are easing in Asia while China is getting concerned about the fragmentation of global supply chains.
The biggest loser
Edition: Euro EditionVolume: 3Issue: 117Gulf producers desperately want to reduce dependence on the Strait, Europe’s fuel oil situation is moving fast and Canada’s retail data is iGulf producers desperately want to reduce dependence on the Strait, Europe’s fuel oil situation is moving fast and Canada’s retail data is inflating.
Peering Eye 1.31
Edition: Peering EyeVolume: 1Issue: 31Vessel count changes w/w were mixed with Dubai's vessel count exploding by 30.Vessel count changes w/w were mixed with Dubai's vessel count exploding by 30.