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INSIGHT REPORTS

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

Latest reports

Brent Stronger as Ryzan Refinery Halts CDU-6

Brent strengthens to $106.66 as Ryazan CDU-6 halts, Iran slips LPG past blockade, VLCC rates ease, India diesel demand jumps.
16 October 2026

Brent supported at $105.80 as Hormuz traffic “very limited”

Houthi strikes in Saudi Arabia continue, Trump doesn't see a ground invasion of Iran happening and the EU won't lift Russian sanctions
16 October 2026

Brent Firms Despite Potential ‘Shadow Fleet’ Restriction Easing

Brent firms to $106.12 as US eyes shadow fleet easing, IEA speeds stock releases, Russian diesel returns, Ukraine hits Ryazan.
15 October 2026

Band-Aids for Bullets

We see the impact of such high diesel prices, with September US PPI rising by 1.3% m/m against expectations of a 0.5% increase...
14 page report
15 October 2026

Series

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    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

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

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    A premium report highlighting the market views of senior traders

Brent lower at $104 in shadow fleet relief rumours

Washington is weighing sanctions relief for Russia’s shadow fleet, alongside a 1.8-million-tonne Russian diesel purchase....
15 October 2026

Brent Firms as Saudi Aramco HQ Shoulders Heavy Damage

Aramco’s Dhahran HQ damaged in attack; IEA meets on European diesel stock releases; Huajin Aramco JV gets first Arabian crude.
14 October 2026

Brent Strengthens as Houthis Pledge to Continue Attacks

Brent strengthens to $106.44 as Houthis hit Aramco HQ, IEA flags diesel strain, Trump invokes DPA for Texas refinery, Greenland drilling
14 October 2026

Brent remains supported above $105/bbl on continued threats on Saudi Arabian sites

In a Truth Social post, US President Donald Trump said that the Houthis are "behaving very badly"...
13 October 2026

Brent falls $1.65 to $105.35/bbl despite continued tanker strikes

Brent weaker despite record tanker strikes in the Gulf
13 October 2026

Brent briefly surges above $107/bbl. Riyadh Airport shut until 17 Oct

Riyadh's King Khalid International Airport will remain closed until 22:00 BST on 17 Oct, as per a Notice to Airmen (NOTAM)....
12 October 2026

Gaining Momentum

In this week's report, we recommend buying the Jan'27 380 crack and the Nov'26 NWE gasnap contracts....
9 page report
12 October 2026

Brent strengthens to $105.50/bbl as Middle Eastern conflicts escalate

Brent strengthens to $105.50/bbl; attacks on Riyadh airport risks wider regional war; Iran ramps up attacks on Hormuz shipping
12 October 2026

CFTC Weekly: Fund only ramping up risk in RBOB

Funds de-risked in Brent, WTI, Gasoil, and HO
13 page report
12 October 2026

Brent continues to see resistance above $105/bbl

72% of US Gulf oil production has been shut in ahead of Hurricane Isaias
9 October 2026

Brent eases to $102/bbl. Riyadh airport remains disrupted

Chinese refiners have received government approval to export 3.52 million mt of refined products in October...
9 October 2026

A Tale of Two Gulfs

Hormuz transits remain badly disrupted, with attacks on tankers at their highest weekly level since the war began.
14 page report
8 October 2026

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