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Latest Reports and Analysis

Crude Alert - Russia Trade Update - Could 1.1 mmb/d of EU refinery runs be at risk from early December due to its’ Russian crude import ban?

Published: 16 September, 2022

Highlights:

Russian companies hold equity in eight European refineries
Russian seaborne crude imports into EU skewed almost completely to Russian-affiliated refineries
When will remaining Russian seaborne crude imports into EU-27 be pushed out and how will refinery runs be affected?
Possible solutions to crude ...

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April 17, 2024

Crude Alert - WTI/Brent Outlook: Diff poised for a brief contraction before moving wider in 2H

April 10, 2024

Crude Alert - Supply Update: OPEC+ takes aim at non-compliance as balances remain tight in 2Q

April 8, 2024

Crude Alert - Market Outlook: Market currently overbought but prices can move even higher in 3Q

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