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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
Latam's stake in systematic flows: What CTA positioning means for commodity markets
October 22, 2026
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Latam's stake in systematic flows: What CTA positioning means for commodity markets
Kpler strengthens vessel tracking with Airbus satellite detection
October 20, 2026
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Adani ban on sanctioned tankers puts Russian crude flows to India at risk
September 16, 2025
Market Insights
Adani ban on sanctioned tankers puts Russian crude flows to India at risk
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The big APPEC takeaway
September 16, 2025
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The big APPEC takeaway
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Iron ore holds firm while coal, wheat and alumina prices under pressure
September 10, 2025
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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
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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
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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
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OPEC+ continues path towards unwinding cuts
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Anticipated oversupply puts October Mideast OSP strategy under the microscope
September 3, 2025
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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
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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
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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
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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
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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
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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
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Fading speculative attention masks persistent diesel tightness
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India back in Russian oil market, shrugs off US pressure, squeezes Dubai
August 26, 2025
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India back in Russian oil market, shrugs off US pressure, squeezes Dubai
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Oil products demand outlook for 2025 and 2026 (Update)
August 20, 2025
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Oil products demand outlook for 2025 and 2026 (Update)
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