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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Showing 6 of 15 pieces0read in view·0/ 15 overall
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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