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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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A complete guide to container tracking
October 13, 2026
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UK and Japan crack down on Russia’s largest shipping company
October 9, 2026
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UK and Japan crack down on Russia’s largest shipping company
West African differentials drop with high freight, growing competition
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West African differentials drop with high freight, growing competition
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US crude overtakes Nigerian barrels in Dangote's import mix
August 6, 2025
Market Insights
US crude overtakes Nigerian barrels in Dangote's import mix
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Mixed global gas price signals
August 6, 2025
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Mixed global gas price signals
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Urals discount into India widens as demand drops
August 6, 2025
Urals discount into India widens as demand drops
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Chevron’s Venezuela comeback will spark heavy crude price correction
July 29, 2025
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Chevron’s Venezuela comeback will spark heavy crude price correction
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US - EU trade deal is finalized; ambitious EU energy purchase target will be hard to meet
July 29, 2025
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US - EU trade deal is finalized; ambitious EU energy purchase target will be hard to meet
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Copper: emerging US shortage to widen Comex-LME spread by October
July 22, 2025
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Copper: emerging US shortage to widen Comex-LME spread by October
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EU’s 18th sanctions package to tighten Russian tanker supply
July 22, 2025
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EU’s 18th sanctions package to tighten Russian tanker supply
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Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
July 22, 2025
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Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
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Strong gasoil/diesel values continue to dominate the headlines
July 16, 2025
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Strong gasoil/diesel values continue to dominate the headlines
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US copper tariffs - near-term covered, no self-sufficiency before 2035
July 16, 2025
Market Insights
US copper tariffs - near-term covered, no self-sufficiency before 2035
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EFS Squeezes west-to-east crude arb as Trump tariffs add new uncertainty
July 16, 2025
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EFS Squeezes west-to-east crude arb as Trump tariffs add new uncertainty
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Dry bulk earnings diverge as Capesize weakens and smaller segments hit multi-month highs
July 9, 2025
Market Insights
Dry bulk earnings diverge as Capesize weakens and smaller segments hit multi-month highs
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Fundamentals to diverge cross regions
July 9, 2025
Market Insights
Fundamentals to diverge cross regions
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Crude spectrum splinters: light and heavy grades tighten, medium crudes face structural headwinds
July 9, 2025
Market Insights
Crude spectrum splinters: light and heavy grades tighten, medium crudes face structural headwinds
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Hormuz flows remain constrained, but signs point to near-term recovery
July 1, 2025
Market Insights
Hormuz flows remain constrained, but signs point to near-term recovery
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