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Global grain market outlook: Hormuz, the Sea of Azov and China's soybean commitment
July 24, 2026
Market Update
Global grain market outlook: Hormuz, the Sea of Azov and China's soybean commitment
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Strait of Hormuz crossings drop 70% as tanker traffic shifts almost entirely to the Iranian route
July 23, 2026
Market Update
Strait of Hormuz crossings drop 70% as tanker traffic shifts almost entirely to the Iranian route
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The real iron ore story isn’t the price, but who sets it
July 21, 2026
Market Update
The real iron ore story isn’t the price, but who sets it
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Europe’s solar capture rates hit record lows as market divergence widens
July 10, 2026
Market Update
Europe’s solar capture rates hit record lows as market divergence widens
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QatarEnergy loads onto first LNG tanker from outside of the Gulf as Hormuz risk premium unwinds
June 18, 2026
Market Update
QatarEnergy loads onto first LNG tanker from outside of the Gulf as Hormuz risk premium unwinds
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Russia’s fuel market: supply risks and export implications
June 18, 2026
Market Update
Russia’s fuel market: supply risks and export implications
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Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
June 11, 2026
Market Update
Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
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Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
June 10, 2026
Market Update
Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
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Atlantic MR pressure shifts: Navigating the split
June 2, 2026
Market Update
Atlantic MR pressure shifts: Navigating the split
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Why a temporary US-Iran deal looks increasingly likely
June 1, 2026
Market Update
Why a temporary US-Iran deal looks increasingly likely
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How Europe rebalanced its jet fuel supplies to keep planes in the air
May 27, 2026
Market Update
How Europe rebalanced its jet fuel supplies to keep planes in the air
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Will China help reopen Hormuz?
May 15, 2026
Market Update
Will China help reopen Hormuz?
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Rebalancing the liquids markets amid SOH disruption
April 29, 2026
Market Update
Rebalancing the liquids markets amid SOH disruption
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The illusion of reopening: What if Iran maintains control?
April 29, 2026
Market Update
The illusion of reopening: What if Iran maintains control?
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The Panamax market: A supply-side story
April 27, 2026
Market Update
The Panamax market: A supply-side story
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New crop outlook: Higher fertiliser prices influence grower decisions
April 27, 2026
Market Update
New crop outlook: Higher fertiliser prices influence grower decisions
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US tightens the screws on Iranian oil, drawing China into the fray
April 27, 2026
Market Update
US tightens the screws on Iranian oil, drawing China into the fray
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Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
April 20, 2026
Market Update
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
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European margins turn negative, raising run cut risks
April 17, 2026
Market Update
European margins turn negative, raising run cut risks
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Strong CTA selling amplifies energy sell-off on Hormuz announcement
April 17, 2026
Market Update
Strong CTA selling amplifies energy sell-off on Hormuz announcement
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Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
April 15, 2026
Market Update
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
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Diesel market triage: US diesel diversions from Europe to Africa and Asia
April 12, 2026
Market Update
Diesel market triage: US diesel diversions from Europe to Africa and Asia
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CTAs capitalise on energy trends in turbulent Q1
April 10, 2026
Market Update
CTAs capitalise on energy trends in turbulent Q1
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What can power markets learn from the Easter Break?
April 7, 2026
Market Update
What can power markets learn from the Easter Break?
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Strikes on Alba and EGA smelters enhance the possibility of $4,000/t aluminium
April 2, 2026
Market Update
Strikes on Alba and EGA smelters enhance the possibility of $4,000/t aluminium
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Flows over economics: Supply risks drive global crude flows | The Arb View
March 30, 2026
Market Update
Flows over economics: Supply risks drive global crude flows | The Arb View
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Next in line for demand losses: Africa transportation fuels
March 27, 2026
Market Update
Next in line for demand losses: Africa transportation fuels
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US turns to Iranian oil to cool prices, but barriers remain high
March 21, 2026
Market Update
US turns to Iranian oil to cool prices, but barriers remain high
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Running out of barrels: cumulative oil losses hit 133 mbbls since the start of the war
March 20, 2026
Market Update
Running out of barrels: cumulative oil losses hit 133 mbbls since the start of the war
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Russian waivers reshape crude flows regardless of time limits | The Arb View
March 16, 2026
Market Update
Russian waivers reshape crude flows regardless of time limits | The Arb View
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When the strait closes: How tanker charterers navigate the Hormuz crisis
March 12, 2026
Market Update
When the strait closes: How tanker charterers navigate the Hormuz crisis
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How the Strait of Hormuz shutdown is disrupting dry bulk, LNG freight and trade compliance
March 5, 2026
Market Update
How the Strait of Hormuz shutdown is disrupting dry bulk, LNG freight and trade compliance
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Strait of Hormuz shock: Disruption is real but not indefinite
March 2, 2026
Market Update
Strait of Hormuz shock: Disruption is real but not indefinite
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Strait Of Hormuz watch amid Iran conflict risk – tracking crude flows, interference and diversions in Kpler
February 28, 2026
Market Update
Strait Of Hormuz watch amid Iran conflict risk – tracking crude flows, interference and diversions in Kpler
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Renewables extend CWE correction as German wind keeps volatility alive
February 23, 2026
Market Update
Renewables extend CWE correction as German wind keeps volatility alive
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EIA Digest: US gasoline stocks continue to reach multi-year highs
February 11, 2026
Market Update
EIA Digest: US gasoline stocks continue to reach multi-year highs
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Czechia’s coal phase-out roadmap and long-term nuclear outlook
February 10, 2026
Market Update
Czechia’s coal phase-out roadmap and long-term nuclear outlook
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Nuclear modulation insights: Volumes and units behaviours
February 10, 2026
Market Update
Nuclear modulation insights: Volumes and units behaviours
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Softer gasoil/diesel values drag refining margins lower in the US and Asia
February 9, 2026
Market Update
Softer gasoil/diesel values drag refining margins lower in the US and Asia
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Oil prices fly on geopolitics, but fundamental risks lurk beneath
February 6, 2026
Market Update
Oil prices fly on geopolitics, but fundamental risks lurk beneath
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Q1 2026 tanker market outlook: Shadow fleet disruption and mid-size strength
February 6, 2026
Market Update
Q1 2026 tanker market outlook: Shadow fleet disruption and mid-size strength
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Russian gasoil resurgence floods Brazil but offers little respite for Med
February 2, 2026
Market Update
Russian gasoil resurgence floods Brazil but offers little respite for Med
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Tailwinds for LNG bunkering in 2026
January 29, 2026
Market Update
Tailwinds for LNG bunkering in 2026
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Mixed global LNG price outlook as TTF strength contrasts with stable Asian LNG and softer HH
January 22, 2026
Market Update
Mixed global LNG price outlook as TTF strength contrasts with stable Asian LNG and softer HH
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CPC terminal nears pivot: SPM-3 return eyed as storage hits capacity
January 22, 2026
Market Update
CPC terminal nears pivot: SPM-3 return eyed as storage hits capacity
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Chinese oil demand weakness masked by petrochemical feedstock growth
January 19, 2026
Market Update
Chinese oil demand weakness masked by petrochemical feedstock growth
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Weather-driven TTF and Henry Hub strength contrasts with capped upside in Asian LNG
January 16, 2026
Market Update
Weather-driven TTF and Henry Hub strength contrasts with capped upside in Asian LNG
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~9 mbd at risk: why Mideast Gulf Arab states lobbied to prevent a US strike on Iran
January 16, 2026
Market Update
~9 mbd at risk: why Mideast Gulf Arab states lobbied to prevent a US strike on Iran
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Dry bulks: Top 5 market drivers in 2026
January 14, 2026
Market Update
Dry bulks: Top 5 market drivers in 2026
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Natural gas and LNG: Top 5 market drivers for 2026
January 14, 2026
Market Update
Natural gas and LNG: Top 5 market drivers for 2026
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Refined products: Top 5 market drivers in 2026
January 14, 2026
Market Update
Refined products: Top 5 market drivers in 2026
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2025 Dry bulk carrier earnings lag 2024 across all classes despite strong H2 performance
January 2, 2026
Market Update
2025 Dry bulk carrier earnings lag 2024 across all classes despite strong H2 performance
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Russian oil flows under sanctions: an update two weeks on
December 10, 2025
Market Update
Russian oil flows under sanctions: an update two weeks on
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The French power supply glut
December 8, 2025
Market Update
The French power supply glut
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Dry Bulk Wrapped: Kpler 2025 forecast hits the mark across commodities
December 4, 2025
Market Update
Dry Bulk Wrapped: Kpler 2025 forecast hits the mark across commodities
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Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
November 25, 2025
Market Update
Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
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ICE confirms EU sanctions implementation rules in gasoil contract
November 25, 2025
Market Update
ICE confirms EU sanctions implementation rules in gasoil contract
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The yin/yang dynamic of crude versus products
November 25, 2025
Market Update
The yin/yang dynamic of crude versus products
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Indonesian copper smelters at a standstill as Batu Hijau resumes concentrate exports
November 18, 2025
Market Update
Indonesian copper smelters at a standstill as Batu Hijau resumes concentrate exports
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Drone strikes near Novorossiysk to temporarily halt ~700 kbd in Sheskaris oil loadings
November 18, 2025
Market Update
Drone strikes near Novorossiysk to temporarily halt ~700 kbd in Sheskaris oil loadings
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Repeated drone attacks keep Russian refinery runs in check
November 18, 2025
Market Update
Repeated drone attacks keep Russian refinery runs in check
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Which Russian commodities does the EU still import, and for how much longer?
November 11, 2025
Market Update
Which Russian commodities does the EU still import, and for how much longer?
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A storm on the horizon in the Black Sea
November 10, 2025
Market Update
A storm on the horizon in the Black Sea
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Pockets of weakness emerge amid global oversupply
November 10, 2025
Market Update
Pockets of weakness emerge amid global oversupply
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Russian coal faces headwinds as China demand plateaus
November 5, 2025
Market Update
Russian coal faces headwinds as China demand plateaus
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How is the US-China trade truce shaping the dry bulk markets?
November 4, 2025
Market Update
How is the US-China trade truce shaping the dry bulk markets?
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Crude-laden VLCCs moving at slowest pace in over three years
November 4, 2025
Market Update
Crude-laden VLCCs moving at slowest pace in over three years
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2026 Oil demand outlooks stand unreasonably bearish
November 3, 2025
Market Update
2026 Oil demand outlooks stand unreasonably bearish
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Fed cuts 25bp, but Powell more hawkish than expected
October 30, 2025
Market Update
Fed cuts 25bp, but Powell more hawkish than expected
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The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
October 28, 2025
Market Update
The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
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US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
October 28, 2025
Market Update
US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
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Why have most Iranian oil vessels turned their AIS signal back on?
October 21, 2025
Market Update
Why have most Iranian oil vessels turned their AIS signal back on?
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Assessing the impact of sanctions on Russia’s shadow fleet
October 21, 2025
Market Update
Assessing the impact of sanctions on Russia’s shadow fleet
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India unlikely to rapidly drop Russian oil, despite Trump remarks
October 21, 2025
Market Update
India unlikely to rapidly drop Russian oil, despite Trump remarks
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Suspended USDA reports put the market on a tightrope
October 15, 2025
Market Update
Suspended USDA reports put the market on a tightrope
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Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
October 15, 2025
Market Update
Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
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Record US supply meets unusually robust demand
October 15, 2025
Market Update
Record US supply meets unusually robust demand
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Crude prices hit multi-month lows amid US tariff threat
October 15, 2025
Market Update
Crude prices hit multi-month lows amid US tariff threat
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Freeport declares force majeure at Grasberg
October 1, 2025
Market Update
Freeport declares force majeure at Grasberg
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Russian gasoline exports dry up, limited but welcome upside for European refiners
October 1, 2025
Market Update
Russian gasoline exports dry up, limited but welcome upside for European refiners
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Chinese refiners start drawing from inventories amid high flat prices
October 1, 2025
Market Update
Chinese refiners start drawing from inventories amid high flat prices
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Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
September 24, 2025
Market Update
Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
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Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
September 24, 2025
Market Update
Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
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US jet fuel demand rebounds into fall as refiners keep yields high
September 24, 2025
Market Update
US jet fuel demand rebounds into fall as refiners keep yields high
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Refinery status monthly - September
September 24, 2025
Market Update
Refinery status monthly - September
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Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings
September 16, 2025
Market Update
Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings
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Soybean crush margins in South America squashed by record exports
September 16, 2025
Market Update
Soybean crush margins in South America squashed by record exports
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Adani ban on sanctioned tankers puts Russian crude flows to India at risk
September 16, 2025
Market Update
Adani ban on sanctioned tankers puts Russian crude flows to India at risk
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The big APPEC takeaway
September 16, 2025
Market Update
The big APPEC takeaway
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Iron ore holds firm while coal, wheat and alumina prices under pressure
September 10, 2025
Market Update
Iron ore holds firm while coal, wheat and alumina prices under pressure
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Moving metal: navigating costs, congestion, and carbon in the aluminium supply chain
September 9, 2025
Market Update
Moving metal: navigating costs, congestion, and carbon in the aluminium supply chain
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Asian LNG eases on South Korean stockbuild and softer Chinese industrial demand
September 9, 2025
Market Update
Asian LNG eases on South Korean stockbuild and softer Chinese industrial demand
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OPEC+ continues path towards unwinding cuts
September 9, 2025
Market Update
OPEC+ continues path towards unwinding cuts
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Anticipated oversupply puts October Mideast OSP strategy under the microscope
September 3, 2025
Market Update
Anticipated oversupply puts October Mideast OSP strategy under the microscope
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Weak fundamentals and growing bearish sentiment after Arctic LNG 2 cargo docked in China
September 3, 2025
Market Update
Weak fundamentals and growing bearish sentiment after Arctic LNG 2 cargo docked in China
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Drone strikes trigger early drop in Russian crude runs ahead of autumn maintenance season
September 3, 2025
Market Update
Drone strikes trigger early drop in Russian crude runs ahead of autumn maintenance season
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Iron ore and coal markets watch production curbs linked to China’s Victory Day parade
September 3, 2025
Market Update
Iron ore and coal markets watch production curbs linked to China’s Victory Day parade
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The future of Guinea's position in global bauxite trade and its alumina ambition
August 27, 2025
Market Update
The future of Guinea's position in global bauxite trade and its alumina ambition
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Capesize earnings retreat as mounting vessel supply in Asia-Pacific pressures rates
August 26, 2025
Market Update
Capesize earnings retreat as mounting vessel supply in Asia-Pacific pressures rates
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Fading speculative attention masks persistent diesel tightness
August 26, 2025
Market Update
Fading speculative attention masks persistent diesel tightness
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