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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.

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September 2, 2026
Baltic routes, importer shifts and El Niño test grain markets
October 27, 2026
Grains & Oilseeds
Baltic routes, importer shifts and El Niño test grain markets
UK carbon (UKA) max exposure study
October 26, 2026
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UK carbon (UKA) max exposure study
How Kpler can help track sulphur supply chain & associated market impacts
October 26, 2026
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How Kpler can help track sulphur supply chain & associated market impacts
Latam's stake in systematic flows: What CTA positioning means for commodity markets
October 22, 2026
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Latam's stake in systematic flows: What CTA positioning means for commodity markets
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Dubai still searching for a bottom as Hormuz flows recover
July 1, 2026
Crude Oil
Dubai still searching for a bottom as Hormuz flows recover
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Hormuz sanctions risk starts before payment — the OFAC warning every operator needs to understand
June 30, 2026
Ship Tracking
Hormuz sanctions risk starts before payment — the OFAC warning every operator needs to understand
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Refining margins to remain supported through H2 as product supply lags crude flows
June 26, 2026
Refined Products
Refining margins to remain supported through H2 as product supply lags crude flows
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94% of Hormuz transits are now outside the IMO lane — what that means for risk assessment
June 26, 2026
Ship Tracking
94% of Hormuz transits are now outside the IMO lane — what that means for risk assessment
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Are French Q3-26 and Q3-27 underpriced?
June 25, 2026
Power
Are French Q3-26 and Q3-27 underpriced?
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Despite a 60-day sanctions waiver, Iranian oil will mainly flow to China
June 23, 2026
Crude Oil
Despite a 60-day sanctions waiver, Iranian oil will mainly flow to China
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The Hormuz risk question has changed and compliance frameworks haven't caught up
June 19, 2026
Ship Tracking
The Hormuz risk question has changed and compliance frameworks haven't caught up
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QatarEnergy loads onto first LNG tanker from outside of the Gulf as Hormuz risk premium unwinds
June 18, 2026
LNG
QatarEnergy loads onto first LNG tanker from outside of the Gulf as Hormuz risk premium unwinds
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Russia’s fuel market: supply risks and export implications
June 18, 2026
Refined Products
Russia’s fuel market: supply risks and export implications
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Maritime product update: Vessel Commercial Operator in Container Intelligence
June 18, 2026
Containers
Maritime product update: Vessel Commercial Operator in Container Intelligence
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Returning Persian Gulf barrels risk a short-term supply glut
June 17, 2026
Crude Oil
Returning Persian Gulf barrels risk a short-term supply glut
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Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
June 11, 2026
Metals
Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
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The barrel bends toward jet
June 10, 2026
Refined Products
The barrel bends toward jet
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Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
June 10, 2026
Crude Oil
Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
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CTAs begin to de-risk Shanghai base metals as the copper rally pauses
June 10, 2026
Metals
CTAs begin to de-risk Shanghai base metals as the copper rally pauses
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