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INSIGHT REPORTS

Premium analytical reports published multiple times a week by our Research team

Latest reports

Brent Recovers as Oil Tanker Attacked Near Black Sea Terminal

Brent steadies as CPC tanker attack, China fuel price hikes and Red Sea risks keep geopolitical tensions elevated.
17 July 2026

Brent Steady As US And Iran Trade Strikes For Sixth Consecutive Night

Brent steady as US and Iran trade strikes; Hormuz transits lowest since May; Chinese airlines warn first-half losses
17 July 2026

Brent Dips Despite Bab el-Mandeb Closure Threats

Brent falls as Bab el-Mandeb risks rise; Iraq exports resume, China expands ethylene, India restricts Hormuz crews.
16 July 2026

It’s Not Coming Home (The Barrel, Through Hormuz)

Brent stabilises below $85 as backwardation returns. Dubai weakens sharply, while refining margins climb to record highs.
16 page report
16 July 2026

Series

  • ALPHA REPORT

    A weekly premium report presenting trading ideas informed by technical analysis and proprietary flow-based data

  • CFTC WEEKLY ANALYSIS

    A premium report providing clear transparent analysis of CFTC positioning

  • CFTC WEEKLY PREDICTOR

    A premium data-driven report embedding our predictive learning models' forecasts of CFTC positioning

  • OIL MARKET REPORT

    A monthly premium report detailing key market factors and movements

  • TECHNICAL ANALYSIS REPORT

    A weekly premium report comprising movements in price action across key swaps and futures contracts

  • TRADER MEETING NOTES

    A premium report highlighting the market views of senior traders

Swap Dealers Anticipated to Reduce Longs and Increase Short Length

Money managers are set to adopt a risk-on posture across commodities, extending long positions while reducing short exposures next week.
8 page report
16 July 2026

Brent Stable As War Risk Priced In

Brent trades down to $84 with war risk priced in; US hits sanctioned vessel for the first time since reimposing blockade
16 July 2026

Brent Dips to $83/bbl as the US Set to Back Iraq-Syria Crude Oil Pipeline

US supports Hormuz bypass pipeline, Russia refinery hit, China fuel demand weakens, while Japan diversifies crude supply.
15 July 2026

Brent Poised Despite Trump Threats

Brent holds mid-$80s despite US-Iran strikes. Hormuz remains unsafe, while Chinese refining runs fall to six-year lows.
15 July 2026

Brent Declines as Trump Cancels 20% Fee

Brent eases as Trump confirms Iran shipping blockade. China imports slump, while Brazil and Nigeria adjust fuel policies.
14 July 2026

Brent rallies to $86.90

US-Iran conflict escalates with fresh strikes, shipping attacks and Hormuz blockade; OPEC cuts 2026 demand outlook, Venezuela output steady.
14 July 2026

Reversals (almost) all around!

Bullish strength and momentum in all but RBOB
9 page report
14 July 2026

Brent Rises As Trump Reinstates Blockade

Brent rises as US-Iran tensions escalate. OPEC cuts 2026 demand outlook, while Nigeria output and global fuel security efforts grow.
13 July 2026

CFTC Weekly: Risk on in Products

Outright length in Brent lowest since December
13 page report
13 July 2026

Mind the Arb

This week, we look at trades in Crude and Gasoline swaps.
9 page report
13 July 2026

Brent gaps higher but is slipping

Brent gives back early gains as traders assess US-Iran strikes, Hormuz shipping disruption and China's demand outlook.
13 July 2026

Brent Eases as The US Agrees to Further Talks With Iran

Brent eases as US-Iran talks resume. Russia's fuel crunch deepens, while India expands SPR capacity with a new 13mb site.
10 July 2026

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