Geopolitics
This week · Brief
Russian product caps and shadow fleet
Replacement tonnage tightens clean Aframax availability into the Med.
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Market
Distillates · 6 min read
Why USGC ULSD keeps clearing into NWE
Refinery turnarounds and weak diesel cracks in Asia keep transatlantic flows the path of least resistance.
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Market
Distillates · 7 min read
Diesel cracks and the European industrial cycle
What manufacturing PMIs and trucking telematics tell us about gasoil demand.
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Market
Distillates · 5 min read
Storage to the rescue? ARA gasoil vs. flat price
When physical length leads the curve and when it lags it.
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