Geopolitics
Today · Brief
Strait of Hormuz: rising naval friction
Tanker insurers reprice MEG hull premiums; charterers preposition tonnage west of Fujairah.
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Geopolitics
Yesterday · Brief
Red Sea convoys reshape Suez throughput
AIS proxies suggest tanker traffic recovering, but container diversions persist.
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Geopolitics
This week · Brief
Russian product caps and shadow fleet
Replacement tonnage tightens clean Aframax availability into the Med.
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Geopolitics
This week · Brief
Venezuela: licence renewals and PDVSA logistics
What current licence terms imply for crude and product exports through year-end.
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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
LNG · 8 min read
JKM premium: structural or cyclical?
Disentangling weather, contracted volumes and corridor freight in the post-2022 LNG market.
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Market
Freight · 5 min read
Reading the TD3C: what charterers see first
A practical guide to using AG-China VLCC rates as an early arbitrage signal.
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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
Crude · 6 min read
Brent–Dubai EFS: the Asian arbitrage thermometer
Reading the EFS in tandem with freight to spot east-of-Suez crude flows.
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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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Explainers
Freight · 4 min read
What is TD3C?
The benchmark VLCC route from the Arabian Gulf to China — and why charterers watch it like an oil-price signal.
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Explainers
Refining · 5 min read
What is a crack spread?
How refiners' margins are quoted, hedged and read — including 3-2-1, gasoil and jet variants.
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Explainers
LNG · 6 min read
Understanding LNG arbitrage
JKM vs. TTF, freight, regas slots and contracted exposure: what it really takes to capture an LNG arb.
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Geopolitics
Last week · Brief
Libya: eastern field shut-ins reprice Med sweet
Sharara intermittency and the Es Sider differential to dated Brent.
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Geopolitics
Rolling
Panama Canal: water levels and tanker priority
Auction pricing and what it means for clean and LPG flows from USGC.
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