Market Commentary

Imbalance not shortage: Red Sea tensions create re-supply uncertainty in arb dependent product markets

Bar Friday night’s spike, crude has enjoyed an uncharacteristically sedate ascent since the turn of the year. Brent is heading ...
Market Commentary

Geopolitical risks play second fiddle to an oil market trying to re-price back to fundamentals

Overview Last month we noted the post-summer implosion of US gasoline markets and the risks it posed for the oil ...
Insight

McKinsey believes digitisation can provide a competitive edge in metals, but we think the impact will be even bigger for OTC energy

McKinsey believes digitisation can provide a competitive edge in metals, but we think the impact will be even bigger for OTC energy....
Market Commentary

Clean product markets stutter as geopolitical price boost veils true oil market fundamentals

In moments like this, OTC markets provide a clearer view of oil fundamentals than flat price, which often gets muddled ...
Market Commentary

Crude rallies $10/bbl as the rapid grab for physical barrels forces WTI and Brent shorts to fall on their swords

We wrote last month about clean products being far too strong for crude to sit idly by. This did not take too long to correct, with Oct WTI rallying from $80/bbl up to intraday highs over $93/bbl in just three weeks, dragging Brent up with it into the mid 90s. Crude spreads have also done their bit to dampen the clean product cracks down from extreme levels....

News

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All eyes on gasoline as traders look to pin their hopes on Light Ends to defy the demand bears

*Report reflects markets as of 18th March 2024 OverviewCrude flat price is...

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Red Sea-fuelled Distillates buying spree winds down amidst emergent strength in Crude spreads

As oil markets settle into the new normal of reduced transit through the Red Sea,...

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oil-tanker-ship-under-cargo-operations

Imbalance not shortage: Red Sea tensions create re-supply uncertainty in arb dependent product markets

Bar Friday night’s spike, crude has enjoyed an uncharacteristically sedate ascent...

Read More
Technical-price-graph-and-indicator

Geopolitical risks play second fiddle to an oil market trying to re-price back to fundamentals

Overview Last month we noted the post-summer implosion of US gasoline markets and...

Read More
Technical-price-graph-and-indicator

Clean product markets stutter as geopolitical price boost veils true oil market fundamentals

In moments like this, OTC markets provide a clearer view of oil fundamentals than...

Read More
Technical-price-graph-and-indicator

Crude rallies $10/bbl as the rapid grab for physical barrels forces WTI and Brent shorts to fall on their swords

We wrote last month about clean products being far too strong for crude to sit idly...

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Technical-price-graph-and-indicator

Clean product cracks pushing margins back to year-high levels, leaving refiners poised to bid up crude oil

The first half of August saw strength across the entire oil complex. Brent made a...

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Bullish price action in July across the barrel with flat price and product cracks marching upwards

We wrote last month about the disconnect between crude flat price and the stellar...

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Crude in tug of war with gasoline and distillates: June bid/offer and liquidity levels for main market movers

Flat price crude faced significant pressure in June with WTI and Brent struggling...

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Technical-price-graph-and-indicator

May intraday bid/offer and liquidity levels for main market movers

The oil complex stumbles along despite gasoline’s kicking and screaming. The...

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How gasoline traders can leverage automation to gain a competitive advantage

Gasoline markets are some of the most unpredictable and complex in the commodity...

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Technical-price-graph-and-indicator

April intraday bid/offer and liquidity levels for main market movers

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March intraday pricing and liquidity levels for Light Ends and Distillates

Crude faced a torrent of macro selling this month as the market de-risked in light...

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Tallarium

Tallarium secures $1.6m investment from XTX Ventures and Reciprocal

Energy market price discovery platform Tallarium secures $1.6m investment from XTX...

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What is one of the biggest challenges OTC energy traders encounter every day?

Over the past few years we have spoken to a broad range of traders in the OTC...

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Traders Are Making Profits, But The Energy Markets are Broken

At the moment traders in energy markets are making multi-billion profits on the...

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