Flux Markets | Trader Meeting Notes Skip to main content

TRADER MEETING NOTES

A premium report highlighting the market views of senior traders

Subscribe now

To subscribe to this series and more, please contact us.

Contact Us
First
Last

Latest

Caught India Middle

Putin said Russia is expanding exports to India. Looming 100% secondary sanctions from the US are putting India in a tricky position....
14 page report
27 August 2026

It’s the economy, stupid!

Things can change quickly at any moment, and it would not be far-fetched to see greater jawboning attempts by the White House...
14 page report
20 August 2026

A Brief Moment In The ($90) Sun

Brent slips below $90 as tight products, disrupted waterways and refinery risks keep the market supply-side bullish.
16 page report
13 August 2026

A Moment in the Eye of The Hurricane

The week started quietly, with no overnight strikes announced by CENTCOM on 31 Jul. That calm was unfortunately short-lived....
16 page report
6 August 2026

Teeter-Totter

Middle East tensions re-escalate as Hormuz closes, tanker attacks resume, US-Iran strikes intensify, and storm risks emerge.
16 page report
30 July 2026

What’s worse than one Strait being under attack…?

Brent targets $100 as Houthis declare naval blockade on Saudi Arabia; Asia refined products rally substantially; gasoil cracks breach $70
16 page report
23 July 2026

It’s Not Coming Home (The Barrel, Through Hormuz)

Brent stabilises below $85 as backwardation returns. Dubai weakens sharply, while refining margins climb to record highs.
16 page report
16 July 2026

Hungry for TACOs

US-Iran tensions escalate as strikes hit vessels and targets. Brent spikes $8 before easing as markets digest renewed volatility.
16 page report
9 July 2026

Trying to beat Contan-Congo

Brent nears $70 as crude weakens, but strong refining margins and heavy shorts raise risks of a sharp squeeze.
16 page report
2 July 2026

Contang-oh no!

Nevertheless, the Strait of Hormuz is open, and thus, oil shall flow.....
16 page report
25 June 2026

Memoran-Done…?

Having been burned so many times by declarations that the war is over, the scepticism of the market is hardly unbelievable....
16 page report
18 June 2026

Positioning For Peace

The Iran war has hit its 100-day mark, but no peace deal is in sight. Strikes are exchanged, but short of widespread escalation...
16 page report
11 June 2026

Deal or No Deal

Just when you think the bullish winds have been taken out of the market, the bulls find a way to steady the ship as Brent rebounded from....
16 page report
4 June 2026