COT DEEP DIVE
A premium report focusing on a single product's forward looking view, driven by proprietary flow data
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Some length has unwound in the front FEI spread, but positioning stays net long. Monitor $27/mt for a critical reversal indicator....
Naphtha Crack
In this edition, we look at the Sep'26 NWE Naphtha Crack.
EBOB Crack
In this edition, we look at the Sep'26 EBOB Crack.
DFL
In this edition, we look at the Sep'26 DFL (Dated-to-frontline).
Sing 380 Crack
In this edition, we look at Aug'26 Sing 380 (Asian HSFO) Crack.
C3 FEI
In this edition, we look at Aug/Sep'26 C3 FEI
Gasoil E/W
In this edition, we look at Aug'26 Gasoil E/W (Sing10ppm vs ICE Gasoil swap).
DFL
In this edition, we look at Aug'26 DFL (Dated-to-Frontline).
Gasoline E/W
We see buy-side interest return to the gasoline E/W at key support levels. Will the buying prevail, or will the EBOB longs wipe this out?
Brent/Dubai
In this edition, we look at Aug'26 Brent/Dubai.
Aug’26 C3 LST/FEI
Initial arb buying and market maker buying in LST spreads supported the US LPG benchmark. However, we now see greater selling in LST....
EBOB Crack
In this edition, we look at Aug'26 EBOB crack.
HSFO E/W
In this edition, we look at Jul'26 HSFO E/W.