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The Panamax market: A supply-side story
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Maritime intelligence brief: Venezuela’s undeclared crude surge and rising sanctions risk
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Market Update
Blog
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Market Update
Back to all posts
April 27, 2026
Market Update
The Panamax market: A supply-side story
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April 27, 2026
Market Update
New crop outlook: Higher fertiliser prices influence grower decisions
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April 20, 2026
Market Update
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
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April 17, 2026
Market Update
European margins turn negative, raising run cut risks
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April 17, 2026
Market Update
Strong CTA selling amplifies energy sell-off on Hormuz announcement
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April 15, 2026
Market Update
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
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April 12, 2026
Market Update
Diesel market triage: US diesel diversions from Europe to Africa and Asia
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April 10, 2026
Market Update
CTAs capitalise on energy trends in turbulent Q1
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April 10, 2026
Market Update
[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls
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April 7, 2026
Market Update
What can power markets learn from the Easter Break?
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April 7, 2026
Market Update
Resumption of Iraqi flows via Strait of Hormuz?
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April 7, 2026
Market Update
Iran war and the strait of Hormuz: Oil market implications six weeks in
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April 3, 2026
Market Update
Refiners flip the barrel as distillate markets tighten
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April 2, 2026
Market Update
Strikes on Alba and EGA smelters enhance the possibility of $4,000/t aluminium
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March 31, 2026
Market Update
Growing Houthi risk could amplify inefficiencies across tanker trade flows
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March 30, 2026
Market Update
Flows over economics: Supply risks drive global crude flows | The Arb View
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March 29, 2026
Market Update
Chokepoint risks could tighten crude supply as Houthis enter the conflict
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March 27, 2026
Market Update
Next in line for demand losses: Africa transportation fuels
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March 27, 2026
Market Update
The Strait of Hormuz blockade: what it means for grain and food security
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March 21, 2026
Market Update
US turns to Iranian oil to cool prices, but barriers remain high
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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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March 19, 2026
Market Update
The WTI-Brent blowout: war risks meet the export ban threat
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March 19, 2026
Market Update
Ras Laffan under fire: what the strikes on the world's largest LNG hub mean for global gas markets
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March 16, 2026
Market Update
Russian waivers reshape crude flows regardless of time limits | The Arb View
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March 16, 2026
Market Update
Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels
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March 16, 2026
Market Update
Asian refiners step up arb buying as Mideast shock shows no quick end
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March 16, 2026
Market Update
EXPLAINER: Why Kharg Island is the backbone of Iran’s oil economy – and its greatest vulnerability
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March 12, 2026
Market Update
Disrupted LNG supply to continue supporting European and Asian price benchmarks into next week
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March 12, 2026
Market Update
When the strait closes: How tanker charterers navigate the Hormuz crisis
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March 11, 2026
Market Update
Markets in Motion: Where can Europe secure jet fuel to replace the Mideast Gulf?
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March 11, 2026
Market Update
Fertiliser loadings persist as vessels look to navigate the Strait of Hormuz
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March 10, 2026
Market Update
Hormuz Strait disruptions trigger a price spike in TTF and Asian LNG, while Middle East exports come to a halt
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March 9, 2026
Market Update
Oil tops $100/bbl as prospects for quick Hormuz reopening dim
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March 6, 2026
Market Update
Grain imports disrupted across the Middle East Gulf
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March 6, 2026
Market Update
Middle East war disrupts dry bulk commodity trade as Hormuz shipping grinds to a halt
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March 6, 2026
Market Update
US waiver on Russian crude offers near-term relief for India’s crude hunt, not a fix
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March 5, 2026
Market Update
Middle East conflict - gas market implications: a continuing assessment
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March 5, 2026
Market Update
Middle East conflict - oil market implications: a continuing assessment
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March 5, 2026
Market Update
How the Strait of Hormuz shutdown is disrupting dry bulk, LNG freight and trade compliance
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March 4, 2026
Market Update
Hormuz shock reprices crude but storage constraints force a fast resolution
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March 2, 2026
Market Update
US-Iran conflict extends distillates strength post winter
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March 2, 2026
Market Update
Strait of Hormuz shock: Disruption is real but not indefinite
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March 2, 2026
Market Update
Brent prices balancing risks within US-Iran conflict
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March 1, 2026
Market Update
US-Iran conflict: Strait of Hormuz crisis reshapes global oil markets
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February 28, 2026
Market Update
The last gasp of a regime: the Israel/US coalition against Iran
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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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February 24, 2026
Market Update
South America weather risk puts global corn and soybean supply on edge
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February 23, 2026
Market Update
Kpler Arbitrage | The Arb View: Brent Dubai EFS widens on US-Iran geopolitical risk
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February 23, 2026
Market Update
Renewables extend CWE correction as German wind keeps volatility alive
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February 23, 2026
Market Update
Hormuz escalation puts middle distillates at the center of supply risk
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February 23, 2026
Market Update
Strong US stock draw reinforces bullish narrative
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February 18, 2026
Market Update
What’s sustaining the strength in US refinery runs?
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February 16, 2026
Market Update
Kpler Arbitrage | The Arb View: Eastbound arbs open as heavy sour diffs slide
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February 12, 2026
Market Update
US–India trade deal reshapes India’s crude buying pattern
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February 11, 2026
Market Update
EIA Digest: US gasoline stocks continue to reach multi-year highs
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February 10, 2026
Market Update
Czechia’s coal phase-out roadmap and long-term nuclear outlook
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February 10, 2026
Market Update
Nuclear modulation insights: Volumes and units behaviours
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February 9, 2026
Market Update
Softer gasoil/diesel values drag refining margins lower in the US and Asia
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February 6, 2026
Market Update
Oil prices fly on geopolitics, but fundamental risks lurk beneath
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February 6, 2026
Market Update
Q1 2026 tanker market outlook: Shadow fleet disruption and mid-size strength
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February 4, 2026
Market Update
India–US trade deal to reshape marginal crude flows, not displace Russian barrels
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February 2, 2026
Market Update
Russian gasoil resurgence floods Brazil but offers little respite for Med
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January 29, 2026
Market Update
Tailwinds for LNG bunkering in 2026
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January 28, 2026
Market Update
Fed moves from cutting to caution
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January 27, 2026
Market Update
US supply drops sharply, but WTI support may prove short-lived
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January 19, 2026
Market Update
Chinese oil demand weakness masked by petrochemical feedstock growth
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January 16, 2026
Market Update
Weather-driven TTF and Henry Hub strength contrasts with capped upside in Asian LNG
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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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January 14, 2026
Market Update
Tankers: Top 5 market drivers in 2026
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January 14, 2026
Market Update
Dry bulks: Top 5 market drivers in 2026
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January 14, 2026
Market Update
Natural gas and LNG: Top 5 market drivers for 2026
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January 14, 2026
Market Update
Refined products: Top 5 market drivers in 2026
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January 14, 2026
Market Update
Crude oil: Top 5 market drivers in 2026
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January 12, 2026
Market Update
Kpler Arbitrage | The Arb View: Brent Dubai EFS Widens on European Tightness and Dubai Contango
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January 5, 2026
Market Update
Maduro captured: Venezuela’s oil future at a crossroads
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January 2, 2026
Market Update
China gas supply strength caps LNG demand growth
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January 2, 2026
Market Update
2025 Dry bulk carrier earnings lag 2024 across all classes despite strong H2 performance
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December 16, 2025
Market Update
European natural gas outlook 2026
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December 16, 2025
Market Update
US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
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December 16, 2025
Market Update
Abandoning the price cap would expand the Shadow Fleet and reshape tanker markets
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December 10, 2025
Market Update
Russian oil flows under sanctions: an update two weeks on
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December 10, 2025
Market Update
Producers cut prices to defend market share as fundamentals soften
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December 8, 2025
Market Update
The French power supply glut
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December 4, 2025
Market Update
Dry Bulk Wrapped: Kpler 2025 forecast hits the mark across commodities
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December 2, 2025
Market Update
Ukraine’s evolving drone campaign against Russian refining infrastructure
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December 2, 2025
Market Update
Venezuelan supply and export scenarios under a US military intervention
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December 2, 2025
Market Update
Rosneft and Lukoil sanctions are live: how India, China and Turkey adapt rather than exit
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November 25, 2025
Market Update
Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
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November 25, 2025
Market Update
ICE confirms EU sanctions implementation rules in gasoil contract
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November 25, 2025
Market Update
The yin/yang dynamic of crude versus products
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November 18, 2025
Market Update
Indonesian copper smelters at a standstill as Batu Hijau resumes concentrate exports
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November 18, 2025
Market Update
Drone strikes near Novorossiysk to temporarily halt ~700 kbd in Sheskaris oil loadings
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November 18, 2025
Market Update
Repeated drone attacks keep Russian refinery runs in check
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November 11, 2025
Market Update
Which Russian commodities does the EU still import, and for how much longer?
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November 10, 2025
Market Update
A storm on the horizon in the Black Sea
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November 10, 2025
Market Update
Pockets of weakness emerge amid global oversupply
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November 5, 2025
Market Update
Russian coal faces headwinds as China demand plateaus
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November 4, 2025
Market Update
How is the US-China trade truce shaping the dry bulk markets?
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November 4, 2025
Market Update
Crude-laden VLCCs moving at slowest pace in over three years
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November 3, 2025
Market Update
2026 Oil demand outlooks stand unreasonably bearish
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