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 ...

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....

Market Commentary

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 push up towards $90/bbl before easing in tandem with the recent weakness across global equities (October Brent futures currently trading $83.98/bbl). ...

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

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 performance in clean product cracks. This ...

Market Commentary

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 to stay above $70/bbl and $75/bbl respectively. ...

Market Commentary

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

Stay ahead of the market with Tallarium’s insights and discover the dynamics of the oil market....

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...

Traders Are Making Profits, But The Energy Markets are Broken

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

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

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

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

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

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

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

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

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

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