Brent Strengthens Despite Saudi Stepping Up Crude Sales from Ras Tanura
Saudi sells 60mb via Sohar STS; US diesel hits record $6.29/gal; Japan secures Nov crude supply; Germany plans gasoline tax cut.
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 Recovers While Joliet Refinery Remains Offline
Brent recovers to $103.53 as China's refined exports jump; Japan secures crude supply through Nov; South Korea extends fuel-tax cuts.
Brent Strengthens as Russian Exports Fall 50% Y/Y
Brent climbs to $103.68 as Russia's product exports rise but fuel exports crash on drone attacks; Syria offers cheaper diesel amid protests;
Yanbu, We Have A Problem
In a triple-digit flat price and crack environment, expect greater frequency of jawboning efforts from the White House...
14 page report
Eastern Strength Falters
Sing 380/0.5 cracks ease from highs as OI nears 5yr peak; Euro barge cracks rebound; VLSFO E/W consolidates, 380 E/W weakens further.
Brent Eases, Meanwhile India Vows to Protect Its Domestic Energy Security
Brent slips to $103.50 as India defends Russian oil ties, Asian LNG demand falls, Chile mulls ethanol blend, US eases trucker hours.
Brent Eases as Wright Says Saudi Arabia’s East-West Pipeline to Restart in Days
Brent slips to $105.15 as Saudi pipeline repairs near; Rosneft refineries halted; Saudi shifts 20mb of spot crude via Hormuz.
The Big Short(age)
See all the updates across the barrel, as well as six contracts to watch....
6 reports
The Run Continues
Dated Brent physical diff soars from $3.40 to $8.82/bbl; Oct'26 DFL nears $10; strength concentrated in 05-09 Oct roll, no reversal in sight
Brent Declines Despite Another Record Draw in US SPR
US SPR falls to 1982 lows; Exxon's Joliet refinery offline after power outage; Bangladesh's growth strained by high LNG prices.
Resilient Markets
Gasoline market stays resilient: EBOB crack surges to $35.35, Sing 92 crack climbs to $28.50, but TA arb weakens further to -9.80c/gal.
14 page report
No Ending the Blending
Naphtha sideways as cracks weaken; petchem buying and blending demand support, while E/W strength may be amplified by short covering.
17 page report