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TTF breaches €100/MWh as geopolitical tensions and seasonal demand push prices upward, with Asian LNG prices rising to remain competitive

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Venezuela's oil trade reopened. The risk moved to the vessel.

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Refined Products

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
TTF breaches €100/MWh as geopolitical tensions and seasonal demand push prices upward, with Asian LNG prices rising to remain competitive
October 29, 2026
LNG
TTF breaches €100/MWh as geopolitical tensions and seasonal demand push prices upward, with Asian LNG prices rising to remain competitive
US copper cathode imports to slow in November as October beats breakbulk record
October 29, 2026
Metals
US copper cathode imports to slow in November as October beats breakbulk record
European winter power prices: Has the market priced in too much risk?
October 29, 2026
Power
European winter power prices: Has the market priced in too much risk?
Winter 2026-27 scenarios for the Russian oil industry
October 28, 2026
Crude Oil
Winter 2026-27 scenarios for the Russian oil industry
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The illusion of reopening: What if Iran maintains control?
April 29, 2026
Crude Oil
The illusion of reopening: What if Iran maintains control?
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US tightens the screws on Iranian oil, drawing China into the fray
April 28, 2026
Crude Oil
US tightens the screws on Iranian oil, drawing China into the fray
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New crop outlook: Higher fertiliser prices influence grower decisions
April 27, 2026
Grains & Oilseeds
New crop outlook: Higher fertiliser prices influence grower decisions
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US tightens the screws on Iranian oil, drawing China into the fray
April 27, 2026
Crude Oil
US tightens the screws on Iranian oil, drawing China into the fray
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AIS spoofing vs GNSS interference: Why the distinction decides the claim
April 27, 2026
Ship Tracking
AIS spoofing vs GNSS interference: Why the distinction decides the claim
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Stable outlook across global gas benchmarks amid mixed signals and Hormuz uncertainty
April 26, 2026
LNG
Stable outlook across global gas benchmarks amid mixed signals and Hormuz uncertainty
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Balances turn negative amid 6 Mbd supply cut in May-June
April 23, 2026
Crude Oil
Balances turn negative amid 6 Mbd supply cut in May-June
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Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
April 20, 2026
Crude Oil
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
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European margins turn negative, raising run cut risks
April 17, 2026
Refined Products
European margins turn negative, raising run cut risks
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Strong CTA selling amplifies energy sell-off on Hormuz announcement
April 17, 2026
Crude Oil
Strong CTA selling amplifies energy sell-off on Hormuz announcement
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Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
April 15, 2026
Grains & Oilseeds
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
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Diesel market triage: US diesel diversions from Europe to Africa and Asia
April 12, 2026
Refined Products
Diesel market triage: US diesel diversions from Europe to Africa and Asia
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CTAs capitalise on energy trends in turbulent Q1
April 10, 2026
Crude Oil
CTAs capitalise on energy trends in turbulent Q1
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[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls
April 10, 2026
Crude Oil
[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls
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Data is still king
April 9, 2026
Ship Tracking
Data is still king
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