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Latest Reports and Analysis

Latest Analysis / Short-term Global Oil Service

Fuel Oil Foresights #135 - Downside expected for VLSFO cracks in April before a rebound in May

Published: 7 March, 2024

Highlights:

Market Fundamentals – Downside expected for VLSFO cracks in April before a rebound in May

We have revised up our VLSFO outlook and expect the near-term tightness to persist as inflows from other regions should remain pressured. That said, cracks will ease slightly in April with higher exports ...

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Previous Issues

April 18, 2024

Fuel Oil Foresights #138 - VLSFO cracks to rise as exports from Al-Zour dry up, but downside risks loom

April 4, 2024

Fuel Oil Foresights #137 - Bullish outlook for VLSFO relative to the forward curve but bearish for HSFO in May-July

March 21, 2024

Fuel Oil Foresights #136 - We are more bearish than the forward curve for HSFO in May to July

March 7, 2024

Fuel Oil Foresights #135 - Downside expected for VLSFO cracks in April before a rebound in May

February 20, 2024

Fuel Oil Foresights #134 - We remain more bearish than the forward curve for VLSFO in March and April

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