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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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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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Dark STS transfers: The slow-burn compliance risk
November 10, 2025
Ship Tracking
Dark STS transfers: The slow-burn compliance risk
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AIS spoofing: The fast track to sanctions
November 10, 2025
Ship Tracking
AIS spoofing: The fast track to sanctions
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The new face of maritime risk: How deceptive shipping practices are redefining compliance
November 10, 2025
Ship Tracking
The new face of maritime risk: How deceptive shipping practices are redefining compliance
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Pockets of weakness emerge amid global oversupply
November 10, 2025
Crude Oil
Pockets of weakness emerge amid global oversupply
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Russian coal faces headwinds as China demand plateaus
November 5, 2025
Coal
Russian coal faces headwinds as China demand plateaus
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How is the US-China trade truce shaping the dry bulk markets?
November 4, 2025
Grains & Oilseeds
How is the US-China trade truce shaping the dry bulk markets?
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Crude-laden VLCCs moving at slowest pace in over three years
November 4, 2025
Freight
Crude-laden VLCCs moving at slowest pace in over three years
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2026 Oil demand outlooks stand unreasonably bearish
November 3, 2025
Crude Oil
2026 Oil demand outlooks stand unreasonably bearish
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Fed cuts 25bp, but Powell more hawkish than expected
October 30, 2025
Crude Oil
Fed cuts 25bp, but Powell more hawkish than expected
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How low can it go: US shale price scenarios
October 28, 2025
Crude Oil
How low can it go: US shale price scenarios
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The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
October 28, 2025
Refined Products
The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
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US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
October 28, 2025
Crude Oil
US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
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Why have most Iranian oil vessels turned their AIS signal back on?
October 21, 2025
Ship Tracking
Why have most Iranian oil vessels turned their AIS signal back on?
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Assessing the impact of sanctions on Russia’s shadow fleet
October 21, 2025
Ship Tracking
Assessing the impact of sanctions on Russia’s shadow fleet
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India unlikely to rapidly drop Russian oil, despite Trump remarks
October 21, 2025
Crude Oil
India unlikely to rapidly drop Russian oil, despite Trump remarks
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