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INSIGHT REPORTS

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

Latest reports

Brent Climbs to $97.77/bbl

Brent nears $98 as Russian exports surge, Iraq reroutes crude, and inventories tighten before summer demand.
4 page report
3 June 2026

Brent Rallies Towards $99/bbl

Brent rallies to $99 on escalating Middle East hostilities; Russia's Ilsky refinery hit by Ukrainian drone attack
4 page report
3 June 2026

Brent Rises Above $95/bbl

Brent rises above $95 as Hormuz flows resume, while China draws inventories and Venezuela boosts exports.
4 page report
2 June 2026

Slow Motion

Brent, spreads and cracks stay mostly bearish; support levels under pressure as momentum softens. Downside favoured, except gasoline E/W.
9 page report
2 June 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 softens amid conflicting headlines

The drop in prices came with US President Donald Trump saying talks with Iran were ongoing. President Trump also said, in a Truth Social...
4 page report
2 June 2026

Volatile Afternoon in Brent

Oil jumps on Iran-Israel-Hezbollah tensions, strike risk in Norway, mixed demand outlook; spreads widen.
4 page report
1 June 2026

Alpha Report: May Review

The May trade review and new trades in Gasoline and Naphtha swaps.
9 page report
1 June 2026

Bearish Funds Flock To Crude Futures

Speculative shorts in crude futures positions highest since the start of Iran war; Open interest declines across refined product futures
13 page report
31 May 2026

Brent softens ahead of Jul’26 expiry

US President Donald Trump said, in a Truth Social post, that "Iran must agree that they will never have a Nuclear Weapon or Bomb.....
4 page report
29 May 2026

Brent Falls to $92/bbl

Brent trades around $92/bbl; front Jul/Aug Brent futures fall below $1 on expiry day; US imposes new vessel sanctions
4 page report
29 May 2026

I think I’ve seen this film before

We will need a more robust confirmation of a ceasefire. The longer such a confirmation takes, the more likely it is we won't see one...
16 page report
28 May 2026

Aug Brent Rebounds to $93.32/bbl

Brent swings on US-Iran deal reports; prices drop then rebound. Chevron boosts Greece offshore stake; Cheniere expands Sabine LNG. expansion
4 page report
28 May 2026

Brent Falls to $94/bbl

Brent trades up to $96 before falling to $94 following fresh US strikes on Iran; NZ government allocates $150mn to expand fuel reserves
4 page report
28 May 2026

Bullish Exodus Across Oil Futures

Bulls expected to trim positions across Brent, ICE gasoil, and RBOB futures in week ending 26 May; Brent shorts to rise 8th week in a row
8 page report
28 May 2026

Aug Brent at $93

Iran-US draft MOU eyes 60-day talks; Russia nears fuel export ban after refinery strikes; Iraq oil output hit, slow recovery.
4 page report
27 May 2026

Brent Back Above $100/bbl

Brent tops $100 on US-Iran peace deal uncertainty; India refinery runs fall, Russian LNG scrutiny grows, Japan warns on Middle East risks.
4 page report
26 May 2026

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