LNG Market Report: Keep on Truck(lng)
October 25, 2024
LNG prices continue to be affected by a regional escalation of the war in Gaza over the past fortnight….
Reports
Industry-leading market insights. Get daily, weekly and monthly reports from Flux Research, featuring expert analysis and interactive graphs.
Report Schedule Update
Please note that there will be a hiatus in the publication of reports between 22nd December and 2nd January due to the Christmas period. Reports will be published as normal from Monday 5th January 2026.
Overnight & Singapore Window: Brent Sustained At High $74.00/bbl Levels
October 25, 2024
The Dec’24 Brent futures contract saw sustained strength this morning, trading at $75.73/bbl at 07:00 BST and moving up to $76.50/bbl at 11:10 BST (time of writing). Price was supported amid intensifying regional conflict in the Middle East and reports
Trader Meeting Notes: We Need A Reset Button
October 24, 2024
Dec’24 Brent futures rose from $73.20/bbl at the start of the week to $76.50/bbl on 24 Oct morning but not without volatility. The benchmark crude futures contract shot up to $76/bbl on 22 Oct before selling off the next day
European Window: Brent Sells-Off To $74.30/bbl
October 24, 2024
The Dec’24 Brent futures contract initially showed strength this afternoon, trading at $74.60/bbl at 12:00 BST and moving up to $75.70/bbl at 15:20 BST, however, sold-off to $74.80/bbl at 17:20 BST (time of writing). Dec’24 flat price sold-off shortly after
Overnight & Singapore Window: Brent Strengthens To $76.50/bbl
October 24, 2024
The Dec’24 Brent futures contract saw sustained strength this morning, trading at $75.73/bbl at 07:00 BST and moving up to $76.50/bbl at 11:10 BST (time of writing). Price was supported amid intensifying regional conflict in the Middle East and reports
CFTC Predictor: Bulls To Rise Amid Intensifying Geopolitical Risk?
October 24, 2024
In addition to our regular Monday CFTC COT analysis report, Onyx Insight will publish its own in-house CFTC COT forecast ahead of the official Friday report. The model forecasts changes in long and short positions using machine learning, utilising Onyx’s
European Window: Brent Weakens Post-EIA Stats To $74.80/bbl
October 23, 2024
The Dec’24 Brent futures contract initially showed strength this afternoon, trading at $74.60/bbl at 12:00 BST and moving up to $75.70/bbl at 15:20 BST, however, sold-off to $74.80/bbl at 17:20 BST (time of writing). Dec’24 flat price sold-off shortly after
LPG Report: Time to start “drawing”?
October 23, 2024
Propane flat price contracts took a significantly bearish turn at the start of the fortnight ending 22 Oct as the geopolitical risk premia from the regional escalation of tensions in the Middle East waned….
Overnight & Singapore Window: Brent Futures Falls To $75.10/bbl
October 23, 2024
The Dec’24 Brent futures contract saw weakness this morning, trading at $75.93/bbl at 07:00 BST and falling to $75.10/bbl at 11:10 BST (time of writing). After the release of API figures yesterday evening, showing US crude oil stocks rose far
Naphtha Report: Look to the East
October 22, 2024
The naphtha market witnessed a bearish shift in sentiment over the past fortnight, driven by dissipating geopolitical risk premia and deteriorating demand narratives ahead of the Northern Hemisphere winter.
Dubai Market Report – Tentative Tensions
October 22, 2024
The Brent/Dubai market saw another tumultuous fortnight that ultimately resulted in an upwards shift in the prompt tenors. Cal25 has been comfortably supported at the $1/bbl level. However, the main story has been in the front, where the Nov’24 Brent/Dubai
Dated Brent Supplementary Report – Flatlining…?
October 22, 2024
Over the past week, the Dated Brent market has been unmistakably rangebound. The front Brent spread mean reverted around 40c, and the geopolitical risk premium normalised in the flat price in lieu of genuine, bullish movements from either side as
European Window: Brent Climbs To $76.20/bbl
October 22, 2024
The Dec’24 Brent futures contract saw sustained strength this afternoon, trading at $74.82/bbl at 12:00 BST and reaching $76.20/bbl at 17:45 BST (time of writing). Price action was on the rise this afternoon as the Chinese Ministry of Commerce lifted
Onyx Alpha: The Beast in the East
October 22, 2024
Another week brings another selection of new trade ideas from Onyx Research, this time looking at trades in distillates, naphtha and LPG swaps. Our weekly Onyx Alpha report presents speculative and hedging trades based on technical analysis and data-driven tradecraft
Overnight & Singapore Window: Brent Strengthens To $74.95/bbl
October 22, 2024
The Dec’24 Brent futures contract found strength this morning, moving from $73.85/bbl at 07:00 BST up to $74.95/bbl at 11:20 BST (time of writing). Prices have been supported this morning as tensions heighten in the Middle East, with airlines including