Florian Grünberger Senior Analyst - Macroeconomy and Cross Commodity

Will Germany Have to Cut Nat Gas Consumption Beyond 15%?

Market

The Russian war in Ukraine is in its seventh day and financial sanctions on Russian individuals and banks are set to cripple the financial sector. Energy exports have not been the target of sanctions and even though the effect has made buyers and shippers wary, trade volumes have been unmoved so far as current loadings would have traded and had vessels fixed before the invasion. But, with Urals hitting a new record discount to Brent, finding buyers over the coming weeks is set to become increasingly difficult.

Data & Tech

A case study showing how to use Kpler’s proprietary data for better analysis of long-term freight dynamics in the Asian LNG market

Market

Port congestion in China has pushed Capesize rates to a multi-year high creating a shortage of ballasters returning to Brazil. But long term, cooling demand from China, should see levels drop.

Data & Tech

Having up to the minute visibility on market developments is key to predicting movements in supply and demand that can impact price. As market players try to keep track of the country’s imports in near real time, many struggle to do so due to the increase in the use of dark vessels shipping sanctioned oil. We uncover how China imports from Iran has increased and how you how to track these to gain an edge in the market.