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Ayoub Benyahya
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March 26, 2025
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Light ends normalise on truce, but cracks set to diverge across middle and heavy distillates
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US sanctions second Chinese refinery as its maximum pressure campaign accelerates
April 22, 2025
Market Update
US sanctions second Chinese refinery as its maximum pressure campaign accelerates
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Natural Gas and LNG Weekly: TTF to edge higher to secure Atlantic LNG supply amid maintenance and disruptions in the Pacific Basin.
April 22, 2025
Market Update
Natural Gas and LNG Weekly: TTF to edge higher to secure Atlantic LNG supply amid maintenance and disruptions in the Pacific Basin.
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Tariffs and macro risks recalibrate crude demand down by 200 kbd for remainder of 2025
April 17, 2025
Market Update
Tariffs and macro risks recalibrate crude demand down by 200 kbd for remainder of 2025
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Iron ore majors tracking: Can top miners weather the tariff storm in the remainder of 2025?
April 14, 2025
Market Update
Iron ore majors tracking: Can top miners weather the tariff storm in the remainder of 2025?
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Stable TTF forecasted while Asian LNG prices remain under pressure amidst a temporary tariff pause
April 14, 2025
Market Update
Stable TTF forecasted while Asian LNG prices remain under pressure amidst a temporary tariff pause
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Venezuelan supply shock looms as Chevron is pushed to exit
April 14, 2025
Market Update
Venezuelan supply shock looms as Chevron is pushed to exit
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Tariff tumult: reassessing the US economic outlook
April 10, 2025
Market Update
Tariff tumult: reassessing the US economic outlook
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Johan Castberg comes online, reshaping North Sea supply
April 9, 2025
Market Update
Johan Castberg comes online, reshaping North Sea supply
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US tariffs and mild temperatures to drive down TTF and Asian LNG prices
April 9, 2025
Market Update
US tariffs and mild temperatures to drive down TTF and Asian LNG prices
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Impact of China’s 34% retaliatory tariff on energy commodities
April 9, 2025
Market Update
Impact of China’s 34% retaliatory tariff on energy commodities
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The US tariff landscape for aluminum, steel, and copper
April 4, 2025
Market Update
The US tariff landscape for aluminum, steel, and copper
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US growth forecast revised down to 0.8% this year
April 4, 2025
Market Update
US growth forecast revised down to 0.8% this year
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China holds off on new Iranian crude orders after US sanctions refinery
April 3, 2025
Market Update
China holds off on new Iranian crude orders after US sanctions refinery
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Gas prices expected to soften amidst the arrival of spring temperatures coupled with ample supply across Atlantic and Pacific Basins
April 3, 2025
Market Update
Gas prices expected to soften amidst the arrival of spring temperatures coupled with ample supply across Atlantic and Pacific Basins
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Trump targets Venezuela to pressure China, reshaping heavy crude flows
April 3, 2025
Market Update
Trump targets Venezuela to pressure China, reshaping heavy crude flows
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Tariff reprieve stokes optimism in dry bulk marketsTariff reprieve stokes optimism in dry bulk markets
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