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INSIGHT REPORTS

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

Latest reports

Brent Drops Sub-$100 Despite Bessent Threatening to “Shut Down” Iranian Airlines

Brent falls to $98.85 as Bessent threatens Iranian airlines, US eyes $5Bn Mideast fund, Saudi loadings recover, Macron seeks methane delay.
22 September 2026

Brent falls below $100/bbl alongside rumours US will release 30mb from SPR

If true, this would constitute over 10% of the remaining volume in the SPR.
21 September 2026

Spotlight On Naphtha

This week, we look at trades in naphtha swaps.
9 page report
21 September 2026

Brent Trades Choppy as Trump Halts Planned US Strikes on Houthis

Brent trades choppy near $101 as Trump halts Yemen strikes, Iran warns retaliation, Europe faces jet fuel deficit, Bolivia ends diesel subsi
21 September 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

Brent Shorts Scramble For Cover

Spec shorts in Brent futures fall for 6th consecutive week; RBOB spec longs fall by 10% w/w
13 page report
21 September 2026

Brent Strengthens Despite Saudi Stepping Up Crude Sales from Ras Tanura

Saudi sells 60mb via Sohar STS; US diesel hits record $6.29/gal; Japan secures Nov crude supply; Germany plans gasoline tax cut.
18 September 2026

Brent Recovers While Joliet Refinery Remains Offline

Brent recovers to $103.53 as China's refined exports jump; Japan secures crude supply through Nov; South Korea extends fuel-tax cuts.
18 September 2026

Brent Strengthens as Russian Exports Fall 50% Y/Y

Brent climbs to $103.68 as Russia's product exports rise but fuel exports crash on drone attacks; Syria offers cheaper diesel amid protests;
17 September 2026

Yanbu, We Have A Problem

In a triple-digit flat price and crack environment, expect greater frequency of jawboning efforts from the White House...
14 page report
17 September 2026

Brent Eases, Meanwhile India Vows to Protect Its Domestic Energy Security

Brent slips to $103.50 as India defends Russian oil ties, Asian LNG demand falls, Chile mulls ethanol blend, US eases trucker hours.
17 September 2026

Brent Eases as Wright Says Saudi Arabia’s East-West Pipeline to Restart in Days

Brent slips to $105.15 as Saudi pipeline repairs near; Rosneft refineries halted; Saudi shifts 20mb of spot crude via Hormuz.
16 September 2026

Brent stabilises and trades around $108/bbl

Brent trades around $108/bbl; Russia to extend diesel export ban until October; Chinese SOE gasoline and diesel stocks down
16 September 2026

Brent supported amid concerns of force majeure in Libya

The US has marked another day of record-high diesel prices, according to AAA....
15 September 2026

Brent recovers to $108

Brent rises above $108 as Ukraine hits Syzran, China crude demand rebounds and refinery disruptions tighten supply.
15 September 2026

Brent Declines Despite Another Record Draw in US SPR

US SPR falls to 1982 lows; Exxon's Joliet refinery offline after power outage; Bangladesh's growth strained by high LNG prices.
14 September 2026

Propelling The Breakout

This week, we recommend buying the Oct'26 Sing 0.5% Crack and the Oct'26 NWE Gasnap....
9 page report
14 September 2026

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