Intelligence · Market
Market Intelligence
Briefings written by practitioners. Every piece names the indicators that moved, the data behind them, and the trade implication.
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Live crude, gas and product benchmarks from the U.S. EIA — refreshed every 30 minutes.
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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.
Distillates · 6 min read
JKM premium: structural or cyclical?
Disentangling weather, contracted volumes and corridor freight in the post-2022 LNG market.
LNG · 8 min read
Reading the TD3C: what charterers see first
A practical guide to using AG-China VLCC rates as an early arbitrage signal.
Freight · 5 min read
Diesel cracks and the European industrial cycle
What manufacturing PMIs and trucking telematics tell us about gasoil demand.
Distillates · 7 min read
Brent–Dubai EFS: the Asian arbitrage thermometer
Reading the EFS in tandem with freight to spot east-of-Suez crude flows.
Crude · 6 min read
Storage to the rescue? ARA gasoil vs. flat price
When physical length leads the curve and when it lags it.
Distillates · 5 min read