GASOLINE REPORT
Stay up to speed in gasoline markets this weekly premium report, providing market commentary, flow-based analysis, and prompt insights to inform trading decisions.
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Latest
Gasoline cracks and spreads sell off dramatically but have found a floor; buy-side interest seen in Jul/Aug'26 Sing 92
14 page report
Blending in the bulls
We have seen net selling in the front EBOB crack and these players are out of the money....
14 page report
Relentless RBOB
RBOB futures drive gasoline strength, EBOB cracks at highest levels since 2022; market risk focused in Jun'26 EBOB crack
14 page report
Summer Driving Season
US gasoline (RBOB futures) drive bullish sentiment ahead of summer driving season; higher arbs and gasnaps trigger sell-side flows
14 page report
Asian Gasoline Slams The Breaks
92 cracks and spreads reverse sharply whilst open interest declines; EBOB corrects lower but no regime shift yet
14 page report
Riding Out the Storm
Prices rebound; OI falls on ceasefire risk-off, then longs rebuild. Mixed signals show indecision.
14 page report
No-gas
Gasoline cracks correct lower; RINs strength support arbs; Players liquidating Apr'26 EBOB length
14 page report
Geopolitical Seesaw
Gasoline rallies on Iran war; brief dip after Donald Trump delay, selling and rollovers signal risk-off and profit-taking.
14 page report
Back to the 1970s
Gasoline markets volatile as Middle East tensions escalate; export curbs tighten supply, positioning shifts, and open interest surges.
14 page report
East/West Ignition
Eastern gasoline leads the rally, the East/West flips positive, selling in deferred EBOB cracks
14 page report
The East Outpaces the West
East gasoline outperforms West; E/W and transatlantic arb strengthen as OI builds and flows shift on geopolitics.
14 page report
Reversal in the East?
Gasoline cracks edge higher on blending demand; TA arb firms, OI rises, but positioning and E/W signal caution.
14 page report
Bears in the Driving Seat
Gasoline cracks weakened, TA arb firmed on RIN strength
14 page report