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COMMODITY REPORTS

Premium interactive reports published multiple times a week by our Research team, each focusing on a different trading desk

Latest reports

Settlement Week

We saw 980kb and 450kb of net buying in the Sep'26 and Oct'26 LST/FEI arb this week, respectively, although players remain out of the money.
17 page report
26 August 2026

The Big (Brent/Dubai) Short

Selling flows were concentrated in the Q4'26 region, and the bearish sentiment filtered into Sep'26....
25 August 2026

Dated Gets Dragged

Midland dominates Brent trade as Exxon, Shell, Totsa lift cargoes; PetroIneos-Totsa deal sparks bounce, but Chinese selling pressures curve.
25 August 2026

Arb selling down the curve

The gasoline market has diverged regionally this week, as European gasoline strengthened while US prices stagnated and Asian prices weakened
14 page report
24 August 2026

Series

  • FUEL OIL REPORT

    Keep up-to-date with the fuel oil markets with our weekly premium report, providing price drivers, flow-based analysis and actionable insights for smarter trading decisions.

  • DATED BRENT REPORT

    Keep your finger on the pulse of crude markets with this weekly premium report providing market drivers, flow-based analysis, and timely insights to market participants.

  • DUBAI MARKET REPORT

    Stay ahead in Middle East crude with this premium report, providing flow-based analysis and insights to inform smart trading decisions.

  • GASOLINE REPORT

    Stay up to speed in gasoline markets this weekly premium report, providing market commentary, flow-based analysis, and prompt insights to inform trading decisions.

  • NAPHTHA REPORT

    Get a mix of market commentary, flow-based analysis, and prompt insights in this premium weekly report about naphtha markets.

  • LPG REPORT

    Stay ahead of the LPG markets with our premium report, providing price drivers, flow-based analysis and actionable insights for smarter trading decisions.

Cracks Flat

Cracks in both regions consolidate, with the MOPJ curve outpaces Europe
17 page report
24 August 2026

Fuelled By The East

Eastern strength drives both HSFO and VLSFO, although bullish momentum is tapering off in Sing 0.5; 380 E/W rallies above $60/mt
20 August 2026

ADNOC Shock

Dubai spreads strengthened, while Brent/Dubai fell amid mixed flows. Trade-house selling may cap gains, but $4 support could hold.
18 August 2026

Monday Blues

Dated Brent structure capitulates as the front flips into contango; weakness absorbed by the 24-28 Aug CFD
18 August 2026

Power Nap

Naphtha cracks consolidate as East leads; E/W rebounds, while pronap buying strengthens with high-conviction hedger length.
17 page report
17 August 2026

Reversal of Fortunes

Sing 92 outperforms EBOB; Sep'26 EBOB crack OI remain above 5-year high; bearish divergence RSI in EBOB cracks
14 page report
17 August 2026

All About That Arb

Bearish LST/FEI arb flow supports FEI/MOPJ despite crude strength; LST spreads recover from oversold levels
17 page report
12 August 2026

Gone with the (un)wind

However, Sep'26 and Oct'26 DFL have been more resilient amid a Singaporean player buying the Sep'26 DFL in good size....
11 August 2026

Who Hit The Mute Button?

Dubai structure remains bid but range-bound, with strong Balmo and physical premiums offset by weak buying momentum and muted flows.
11 August 2026

Revival

Naphtha rebounds after early weakness, but East remains bearish; rising E/W selling and FEI/MOPJ pressure shape the trade.
17 page report
10 August 2026

Bifurcation

Uneven recovery between Eastern and Western gasoline; EBOB cracks back above $30/bbl; front arb down to single-digits
14 page report
10 August 2026

Closing The Arb

Eastern strength in focus in HSFO and VLSFO, but bullish momentum fading amid technical resistance as flows flip short
6 August 2026

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