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How Kpler's global data predicted refinery earnings — weeks before companies reported them

Kpler's model called refinery margin direction correctly 7 of 8 times and beat guidance accuracy across six covered tickers in Q2 2026.

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September 2, 2026
European winter power prices: Has the market priced in too much risk?
October 29, 2026
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European winter power prices: Has the market priced in too much risk?
Baltic routes, importer shifts and El Niño test grain markets
October 27, 2026
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Baltic routes, importer shifts and El Niño test grain markets
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October 22, 2026
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Latam's stake in systematic flows: What CTA positioning means for commodity markets
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US supply drops sharply, but WTI support may prove short-lived
January 27, 2026
Market Insights
US supply drops sharply, but WTI support may prove short-lived
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Chinese oil demand weakness masked by petrochemical feedstock growth
January 19, 2026
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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
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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
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~9 mbd at risk: why Mideast Gulf Arab states lobbied to prevent a US strike on Iran
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Tankers: Top 5 market drivers in 2026
January 14, 2026
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Tankers: Top 5 market drivers in 2026
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Dry bulks: Top 5 market drivers in 2026
January 14, 2026
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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
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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
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Refined products: Top 5 market drivers in 2026
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Crude oil: Top 5 market drivers in 2026
January 14, 2026
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Crude oil: Top 5 market drivers in 2026
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Maduro captured: Venezuela’s oil future at a crossroads
January 5, 2026
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Maduro captured: Venezuela’s oil future at a crossroads
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China gas supply strength caps LNG demand growth
January 2, 2026
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China gas supply strength caps LNG demand growth
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2025 Dry bulk carrier earnings lag 2024 across all classes despite strong H2 performance
January 2, 2026
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2025 Dry bulk carrier earnings lag 2024 across all classes despite strong H2 performance
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Kpler achieves SOC 2 Type II certification
December 18, 2025
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Kpler achieves SOC 2 Type II certification
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European natural gas outlook 2026
December 16, 2025
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European natural gas outlook 2026
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US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
December 16, 2025
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US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
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