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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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October 9, 2026
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West African differentials drop with high freight, growing competition
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Flows over economics: Supply risks drive global crude flows | The Arb View
March 30, 2026
Market Insights
Flows over economics: Supply risks drive global crude flows | The Arb View
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Chokepoint risks could tighten crude supply as Houthis enter the conflict
March 29, 2026
Market Insights
Chokepoint risks could tighten crude supply as Houthis enter the conflict
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Next in line for demand losses: Africa transportation fuels
March 27, 2026
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Next in line for demand losses: Africa transportation fuels
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The Strait of Hormuz blockade: what it means for grain and food security
March 27, 2026
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The Strait of Hormuz blockade: what it means for grain and food security
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How to choose the right ship tracking software for your business
March 23, 2026
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How to choose the right ship tracking software for your business
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US turns to Iranian oil to cool prices, but barriers remain high
March 21, 2026
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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
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Running out of barrels: cumulative oil losses hit 133 mbbls since the start of the war
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The WTI-Brent blowout: war risks meet the export ban threat
March 19, 2026
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The WTI-Brent blowout: war risks meet the export ban threat
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Ras Laffan under fire: what the strikes on the world's largest LNG hub mean for global gas markets
March 19, 2026
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Ras Laffan under fire: what the strikes on the world's largest LNG hub mean for global gas markets
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How to centralise vessel communications across chartering, operations, and trading
March 19, 2026
How to centralise vessel communications across chartering, operations, and trading
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Russian waivers reshape crude flows regardless of time limits | The Arb View
March 16, 2026
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Russian waivers reshape crude flows regardless of time limits | The Arb View
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Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels
March 16, 2026
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Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels
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Asian refiners step up arb buying as Mideast shock shows no quick end
March 16, 2026
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Asian refiners step up arb buying as Mideast shock shows no quick end
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EXPLAINER: Why Kharg Island is the backbone of Iran’s oil economy – and its greatest vulnerability
March 16, 2026
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EXPLAINER: Why Kharg Island is the backbone of Iran’s oil economy – and its greatest vulnerability
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Disrupted LNG supply to continue supporting European and Asian price benchmarks into next week
March 12, 2026
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Disrupted LNG supply to continue supporting European and Asian price benchmarks into next week
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