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DONNA DONG

Research Analyst, Flux

About Donna

Donna holds a BSc in Politics and International Relations & an MSc in Data Science and Public Policy, from University College London.

With a particular interest in technical analysis, Donna specialises in broad market research for refined products.

Posts authored by Donna

The Art of the Jawbone

Oil swings on Trump’s Iran rhetoric, but tight inventories and bullish positioning keep supply risks elevated.
16 page report
21 May 2026

Res-illusion 

See all the updates across the barrel, as well as six contracts to watch.
6 reports
20 May 2026

Brent Dips to $108/bbl, Recovers After

Brent dips below $109 as US-Iran tensions ease, while refiners seek alternatives to Middle East crude supply.
4 page report
20 May 2026

Brent Rangebound at $110.93/bbl

Brent holds above $110 as Iran tensions rise, tanker storage builds, and India delays jet fuel price hikes.
4 page report
19 May 2026

To Catch A Breakout

Bullish Brent/Dubai intact; deferred Dubai buying supports spreads, but front-end Brent/Dubai seen catching up higher.
19 May 2026

From Top-J to Drop-J

Naphtha market sees a week of two halves; thinner market due to PFA; cross-product driven liquidity
17 page report
18 May 2026

Brent Declines to $110.01/bbl

UAE nuclear plant hit by drones, China refinery runs slump, Russian oil waiver ends, inventories tighten.
4 page report
18 May 2026

Brent Climbs to $109.72/bbl

ADNOC expands Fujairah exports; Trump weighs easing China sanctions; US vows SPR refill; Ukraine hits Russian energy sites
4 page report
15 May 2026

Funds Bullish Products

Brent sentiment turns bullish as geopolitics worsen; funds buy gasoil/RBOB while producers show mixed positioning.
8 page report
14 May 2026

Brent Falls to $104.64/bbl

US pushes China energy purchases; India seeks UAE supply deals; Japan-linked tanker clears Hormuz; China fuel demand weakens
4 page report
14 May 2026

Reaching the summit

Hormuz easing hit crude, but tight inventories support markets; East gasoline/naphtha strong, HSFO stabilising, butane supported.
16 page report
14 May 2026

Brent Declines to $106/bbl

Brent falls as IEA warns of historic oil shortage; India cuts fuel use; Europe and Vietnam boost fuel imports
4 page report
13 May 2026