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
Brent firms to $106.12 as US eyes shadow fleet easing, IEA speeds stock releases, Russian diesel returns, Ukraine hits Ryazan.
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
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.
Freight Heavens!
Know how the market is positioned before it moves....
6 reports
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
Waiting on China…
Know how the market is positioned before it moves. Onyx COT tracks speculative positioning and flows across oil swaps.
6 reports
Cargo Can’t Go
The East has continued to lead the fuel oil market this week in HSFO and VLSFO, with freight pressure unrelenting
Brent Firms, Meanwhile, OPEC+ Producers Likely to Keep Targets Steady
Brent firms to $103.67 as Texas/LA/NM output rises; OPEC+ seen holding Nov targets steady; Russia extends diesel export ban to end-Oct.
Check-freight
See all the updates across the barrel, as well as six contracts to watch.
6 reports
Brent Firms Despite IEA Debating Further SPR Releases
Brent firms to $96.89 (Dec) as Birol downplays SPR release urgency, Mideast crude exports rebound, Spain caps household gas price hikes.
Dubai’s 24-Hour Conviction Bug
Dubai spreads spiked on Chinese tender rumours, then faded; Brent/Dubai weakened as physical premiums also retreated.
Selling in MOPJ Spreads
Naphtha weakens: NWE crack falls to -$5.66; MOPJ crack drops to $0.33; E/W plunges on Japan weakness; FEI/MOPJ and gasnap diffs hold firmer.
17 page report