Zoom in on your target region with our weekly and monthly reports, offering a comprehensive overview of recent news, coupled with investigation as to what this really means for local crude and product markets.
The Med Oil Weekly compiles all the most important news and developments from the prior week, breaking down fundamentals driving the crude and product markets
- Short-term outlook on regional crude differentials, with a focus on Urals, North Sea Dated and WTI delivered to Europe
- Product-by-product breakdown of movement in cracks over the reporting week, with our outlook for the weeks ahead
- INCLUDES: Relative incentive calculations of refining regional crude; refinery maintenance updates; crude intake and balance figures and many more!
Current run cuts were not sufficient to keep Med light distillate cracks from dropping w-o-w
November OSPs indicate marketing targeted at Europe
High arb inflows from the East are likely to keep a lid on Med gasoil/diesel cracks
Norway production comes in below expectations, right in line with output target levels.
Short on time? The Med Oil Monthly report catches you up on the developing stories of the month in the Med and North Sea, combined with our outlook for the month ahead.
- Analysis of monthly movement in product cracks and crude differentials
- Ideal for those with a busy schedule and interested in our main takeaways from the month prior
- Combine with the Med Oil Weekly to gain a better understanding of how smaller developments are likely to affect the bigger picture
Mogas/diesel spread widens further over September as refiners need incentive to manage middle distillate pool
Urals unlikely to return to recent highs as the need to price into simple refineries nears
Crude market strength stalls, helping to boost simple and medium margins in the Med
Low margins extend refining capacity shut-ins, with some improvement expected going forward.
Timely, informative and concise data, coupled with insightful commentary on the most recent events in crude and product markets across North, Central and South America
- Analysis of trends in the US market in light of weekly EIA inventory data
- Chart-heavy analysis of supply fundamentals and crude markets, as well as processing and product markets
- Each issue includes a bonus article on a special topic, from trade flows and supply to demand or natural gas
If the Permian Basin were to be considered one upstream company, it would currently be able to produce free cash flow at peak levels.
US crude supply rose just shy of 11 million b/d in July, as shut-in wells continued to return online.
Strength in butane assessments hints at some additional support down the line for US gasoline markets.
USGC diesel is intensifying its efforts to compete with more traditional feedstock for a place in the FCC pool.
Taking a deep dive into the intricacies of the FSU market, our analysts share their valuable and original investigations, all while looking at how this influences the bigger picture
- Profound understanding of the frequently changing Russian taxation and incentive system for the refining, upstream and trading industries
- A focus on corporate news with in-depth knowledge on how geopolitical and strategic issues drive fundamentals in the region
- Includes supply, demand and export projections based on our in-house modelling, country profiles, Urals quality analysis, pipeline logistics
The renewed interest in secondary processing of high-sulphur fuel oil will not help HSSR premiums vs cracked HSFO, keeping Russian simple margins in the doldrums.
Not much support for Russian crude intake on the cards in the near term.
Rising tension in the South Caucasus poses a threat to Azeri exports of hydrocarbons.
Russian gasoline supply is set to pick up over the months ahead.
The Asian Oil Monthly delivers one monthly report which rounds up the most pressing issues of the month with our outlook for one month forward. Also enjoy access to JBC Energy Asian Insights daily.
- Access to a regular stream of our analysis on the latest data, price movements, and relevant news pieces from the region as it happens
- Detailed fundamental data and analysis on East of Suez markets, including the Middle East delivered to you once a month
Asia losing market share in Europe, Africa gasoil/diesel markets
Mounting news of refinery shutdowns in Asia exposing regional vulnerabilities.
Singapore complex margins have fallen from their mid-June highs, closing the gap to comparable setups in the West of Suez.
Refiners in Japan, Southeast Asia succumb to pressure.
The Asian Oil Weekly delivers short-term updates on developments in the Asian crude and products markets, with expert-led analysis feeding into a short-term outlook for the weeks ahead.
- Instant analysis of weekly data from all the major Asian economies (PPAC, PAJ), which feed into our extensive modelling.
- Discussion of hot topic issues including how regulatory changes will drive these developing economies
The strength in fuel oil cracks is unlikely to last.
Asian oil demand showed signs of recovering, but Q4 may see renewed deterioration.
Demand recovery and yield switching should allow for some further gains in Asian crude runs in Q4.
Asian crude buying may turn to more traditional sources