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Global Bond Crisis Re-emerging, Markets In Unusual Macro Regime, AI Capital

Bond stress returns as inflation surges; yields spike globally; stagflation fears grow amid AI boom, commodities rally and war risks
13 May 2026

Heads of Desk: Top of Mind – Episode 47

The heads of Onyx Commodities' trading desks discuss the latest in the Oil Derivatives as of 12 May 2026
12 May 2026

Latest reports

The Calm After The Crash

Dated Brent steadies after sell-off; Midland pressure eases, front weakens into negative territory; China buys June rolls
12 May 2026

Brent Rises Above $107/bbl

Brent rangebound; Asia burns more coal as LNG tightens; UAE eyes higher output; China refiners cut fuel production
4 page report
12 May 2026

Sluggish Dubai

Dubai crude choppy on Iran talks; front Brent/Dubai sold, deferred bid; physical premiums rebound despite thin liquidity
12 May 2026

Sorting Support

Brent balanced near $100, cracks firm, gasoline E/W bearish, while momentum signals rising indecision.
9 page report
12 May 2026