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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.

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

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

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

European winter power prices: Has the market priced in too much risk?

Winter 2026-27 scenarios for the Russian oil industry

October 28, 2026

Winter 2026-27 scenarios for the Russian oil industry

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Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.

October 15, 2025

Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.

Record US supply meets unusually robust demand

October 15, 2025

Record US supply meets unusually robust demand

Crude prices hit multi-month lows amid US tariff threat

October 15, 2025

Crude prices hit multi-month lows amid US tariff threat

Freeport declares force majeure at Grasberg

October 1, 2025

Freeport declares force majeure at Grasberg

Russian gasoline exports dry up, limited but welcome upside for European refiners

October 1, 2025

Refined Products

Russian gasoline exports dry up, limited but welcome upside for European refiners

Chinese refiners start drawing from inventories amid high flat prices

October 1, 2025

Chinese refiners start drawing from inventories amid high flat prices

Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes

September 24, 2025

Refined Products

Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes

Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand

September 24, 2025

Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand

US jet fuel demand rebounds into fall as refiners keep yields high

September 24, 2025

Refined Products

US jet fuel demand rebounds into fall as refiners keep yields high

Refinery status monthly - September

September 24, 2025

Refined Products

Refinery status monthly - September

Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings

September 16, 2025

Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings

Soybean crush margins in South America squashed by record exports

September 16, 2025

Grains & Oilseeds

Soybean crush margins in South America squashed by record exports

Adani ban on sanctioned tankers puts Russian crude flows to India at risk

September 16, 2025

Adani ban on sanctioned tankers puts Russian crude flows to India at risk

The big APPEC takeaway

September 16, 2025

The big APPEC takeaway

Iron ore holds firm while coal, wheat and alumina prices under pressure

September 10, 2025

Iron ore holds firm while coal, wheat and alumina prices under pressure

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