Market Intelligence
Briefings written by practitioners. Every piece names the indicators that moved, the data behind them, and the trade implication.
Live crude, gas and product benchmarks from the U.S. EIA — refreshed every 30 minutes.
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Crude, Henry Hub, U.S. diesel and the macro drivers — Broad Dollar Index, 10Y yield and Fed Funds — sourced from the Federal Reserve (FRED).
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Why USGC ULSD keeps clearing into NWE
Refinery turnarounds and weak diesel cracks in Asia keep transatlantic flows the path of least resistance.
JKM premium: structural or cyclical?
Disentangling weather, contracted volumes and corridor freight in the post-2022 LNG market.
Reading the TD3C: what charterers see first
A practical guide to using AG-China VLCC rates as an early arbitrage signal.
Diesel cracks and the European industrial cycle
What manufacturing PMIs and trucking telematics tell us about gasoil demand.
Brent–Dubai EFS: the Asian arbitrage thermometer
Reading the EFS in tandem with freight to spot east-of-Suez crude flows.
Storage to the rescue? ARA gasoil vs. flat price
When physical length leads the curve and when it lags it.