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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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Venezuela shock: Chevron exit to reshape heavy sour markets
May 26, 2025
Crude Oil
Venezuela shock: Chevron exit to reshape heavy sour markets
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IEA demand revisions align with declining stocks observed by Kpler
May 26, 2025
Crude Oil
IEA demand revisions align with declining stocks observed by Kpler
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Tariff reprieve stokes optimism in dry bulk markets
May 19, 2025
Iron Ore
Tariff reprieve stokes optimism in dry bulk markets
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Light ends normalise on truce, but cracks set to diverge across middle and heavy distillates
May 19, 2025
Refined Products
Light ends normalise on truce, but cracks set to diverge across middle and heavy distillates
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Market balance tilts bearish as OPEC+ supply strategy collides with U.S. and Iranian resilience
May 19, 2025
Crude Oil
Market balance tilts bearish as OPEC+ supply strategy collides with U.S. and Iranian resilience
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Kpler Refinery Monthly Report for May 2025
May 15, 2025
Refined Products
Kpler Refinery Monthly Report for May 2025
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Americas crude output surge lengthens global balances
May 12, 2025
Crude Oil
Americas crude output surge lengthens global balances
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TTF to maintain premium over Asian LNG as European policy uncertainty and supply risks offset weak demand fundamentals
May 12, 2025
European Gas
TTF to maintain premium over Asian LNG as European policy uncertainty and supply risks offset weak demand fundamentals
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Strike Three: Will US sanctions on China hit Iran’s oil flow harder?
May 12, 2025
Crude Oil
Strike Three: Will US sanctions on China hit Iran’s oil flow harder?
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US–Houthi truce may spur LNG flows via Red Sea and Suez Canal; gradual recovery expected
May 8, 2025
LNG
US–Houthi truce may spur LNG flows via Red Sea and Suez Canal; gradual recovery expected
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China’s ethane demand back on track, but upside to US prices capped
May 6, 2025
NGLs
China’s ethane demand back on track, but upside to US prices capped
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Iron ore price weakness, coal trade shifts, and agri supply outlook
May 6, 2025
Iron Ore
Iron ore price weakness, coal trade shifts, and agri supply outlook
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China backs off peak Iranian crude buys, but a steep drop looks unlikely
May 1, 2025
Crude Oil
China backs off peak Iranian crude buys, but a steep drop looks unlikely
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Freight costs bolster North Sea grades while MED light sweets face oversupply
April 29, 2025
Crude Oil
Freight costs bolster North Sea grades while MED light sweets face oversupply
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TTF to hold steady while Asian prices face bearish pressure on weak demand
April 29, 2025
European Gas
TTF to hold steady while Asian prices face bearish pressure on weak demand
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