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INSIGHT REPORTS

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

Latest reports

Brent Firms Amid Reports of New US Strikes

Brent holds near $92.67 as US strikes Bandar Abbas; Russia cuts oil forecast to 17-yr low; LNG "dark fleet" doubles.
1 September 2026

Brent trades higher as VLCCs struck in the Strait of Hormuz

Brent trades up to $92 amid escalating tensions in the Strait of Hormuz, two outbound VLCCs struck by projectiles
1 September 2026

Riding the Momentum

This week, we recommend buying the Oct'26 Naphtha E/W and the Oct/Nov/Dec'26 EBOB Fly....
9 page report
31 August 2026

Brent strengthens as US and Iran exchange strikes for the first time in weeks

Brent rises above $91/bbl as the US and Iran trade strikes; US Treasury imposes secondary sanctions on Banque Misr's UAE branches
31 August 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

Summer of RBOB

Funds trim Brent futures length; speculators accelerate RBOB futures purchases; diverging CTA crude and gasoline positioning
13 page report
31 August 2026

Brent Regains as QatarEnergy Extends Force Majeure

Brent recovers to $88.28 as Qatar extends LNG force majeure, Germany fills gas storage, Energean eyes BP's Egypt assets.
28 August 2026

Brent Rangebound As Trump Eyes Meeting with Domestic Refiners and Retailers

Brent holds near $88 as Trump meets refiners, eyes Venezuela oil stake; Gulf flows recover 2/3; Brazil export tax hit by legal limbo.
28 August 2026

Caught India Middle

Putin said Russia is expanding exports to India. Looming 100% secondary sanctions from the US are putting India in a tricky position....
14 page report
27 August 2026

Brent Trades in $2 Range as SoH Traffic Ticks Up

Brent dips as Hormuz traffic ticks up, Dar Blend returns to Singapore, Turkey diesel imports hit record, Qatar/Kuwait exports rebounds.
27 August 2026

Brent climbs ahead of Qatari PM visit to Tehran

Qatari Prime Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani is due to visit Tehran on Thursday for talks....
27 August 2026

Brent Firms as Saudi Aramco Offers More Loadings

Brent climbs as Aramco reroutes cargoes, India avoids blacklisted tankers, Japan backs Hormuz bypass pipelines, Brazil extends subsidy.
26 August 2026

Brent trades lower on optimism over Iran-Oman talks to reopen Hormuz

Brent trades around the $86/bbl level on optimism over Iran-Oman talks to reopen Hormuz; Indian refiners reducing Russian crude purchases
26 August 2026

Brent falls alongside Iranian-Omani plan to de-mine the Strait of Hormuz

Oman and Iran have agreed on a proposed framework to resume safe navigation through the Strait of Hormuz...
25 August 2026

Brent drops $3.50 after new US sanctions

US tightens Iran sanctions, Ukraine hits Russian energy sites, while tanker strike raises Hormuz risk.
25 August 2026

Preparing For Breakout

Consolidation in Brent futures and RBOB crack; M1 gasoline East/West testing all-time lows
9 page report
25 August 2026

Brent Eases As Sinopec Looks Towards Non-Middle Eastern Suppliers

Brent falls as Sinopec diversifies crude sourcing; Hormuz flows persist, while IEA rules out another reserve release for now.
24 August 2026

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