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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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A year on, Dar Blend crude finally makes a comeback
February 21, 2025
Market Insights
A year on, Dar Blend crude finally makes a comeback
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Middle distillates tighten, Eastern gasoline to firm while light ends will struggle
February 19, 2025
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Middle distillates tighten, Eastern gasoline to firm while light ends will struggle
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Dubai strength and US tariff qualms make TMX Asia's favourite heavy grade
February 19, 2025
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Dubai strength and US tariff qualms make TMX Asia's favourite heavy grade
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The Art of the Deal: First Sanctioned ESPO Cargo Discharges at China’s Dongying Port
February 19, 2025
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The Art of the Deal: First Sanctioned ESPO Cargo Discharges at China’s Dongying Port
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Tariff chaos overshadows a strong US economy
February 12, 2025
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Tariff chaos overshadows a strong US economy
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First salvo in US-China trade war to leave crude flows largely unscathed
February 12, 2025
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First salvo in US-China trade war to leave crude flows largely unscathed
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Dangote: What to Expect in 2025
February 12, 2025
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Dangote: What to Expect in 2025
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Our view on EDF’s nuclear generation forecasts
February 3, 2025
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Our view on EDF’s nuclear generation forecasts
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Power futures: the Franco-German calendar product 2026 spread hits record gap
January 31, 2025
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Power futures: the Franco-German calendar product 2026 spread hits record gap
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ICE gasoil corrects, but upside remains on looming supply tightness
January 28, 2025
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ICE gasoil corrects, but upside remains on looming supply tightness
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Russia’s Far East crude flows show early signs of slowing
January 28, 2025
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Russia’s Far East crude flows show early signs of slowing
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Welcome to the Wild South: Iranian oil shipments find new discharge hubs
January 28, 2025
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Welcome to the Wild South: Iranian oil shipments find new discharge hubs
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Trump policy on Venezuela will be decisive for heavy crude markets
January 22, 2025
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Trump policy on Venezuela will be decisive for heavy crude markets
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Looming tariffs and sanctions to support heavy sour diffs in the Americas
January 22, 2025
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Looming tariffs and sanctions to support heavy sour diffs in the Americas
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Refined products demand outlook for 2025
January 21, 2025
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Refined products demand outlook for 2025
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