Markets

CRUDE TRADES
Challenges and Opportunities of US Crude Exports as Global Supply Shocks Deepen
The widening of the Brent-WTI spread to an 11-year high of $13–$15/b as of late Mar. has fundamentally restructured global energy competitiveness.
March 28, 2026
CRUDE TRADES
The Yanbu Bridge: Navigating the Middle East Energy Crisis and Saudi Export Re-routing
The global energy market is currently navigating a multidimensional disruption as escalating conflict in the Middle East chokes critical export arteries.
March 27, 2026
CRUDE TRADES
Asian Refining Resilience: Navigating Saudi Supply Pivots and the Iranian Waiver Paradox
The Saudi Arabian transition to a Yanbu-only export model, specifically prioritizing Arab Light crude, has fundamentally altered refinery economics across Asia.
March 27, 2026
CRUDE TRADES
Asian Refineries Reel as Middle East Supply Collapse Triggers a Scramble for Alternatives
With over 7 MM b/d of crude and 12 MM boe/d of total energy offline in the Middle East, the global market, particularly in Asia-Pacific, faces a historic deficit of
March 19, 2026
CRUDE TRADES
Europe’s Dual-Front Energy War: Navigating the Russia-Ukraine and Hormuz Shocks
The blockage in the Strait of Hormuz in Mar. has forced Europe into a defensive crouch as it battles two simultaneous energy crises.
March 13, 2026
CRUDE TRADES
Winner by Default: Russia Capitalizes on Hormuz Blockade, Mideast Production Cuts, and US Sanctions Easing
As of Mar., the global energy market has been radically restructured by the US-Israel-Iran war and the
March 12, 2026
CRUDE TRADES
Parting the Red Sea: Saudi Arabia’s Logistical Gambit to Bypass the Hormuz Blockade
The
March 12, 2026
CRUDE TRADES
Chokepoint Crisis: Asia’s Powerhouses Scramble as the Hormuz Blockade Tightens
The
March 12, 2026
CRUDE TRADES
US Energy Security: Midcontinent Refiners and Shale Producers Navigate the Global Heavy Crude Shock
The de facto closure of the Strait of Hormuz following US-Israeli strikes on Iran has triggered a systemic realignment of the US energy sector.
March 05, 2026
CRUDE TRADES
Hormuz Chokepoint: Strategic Rerouting, Shifting Trades of Middle Eastern Crudes, Onset of Global Energy Crisis
The March 2026 Middle East crisis has transformed the Strait of Hormuz into a
March 05, 2026
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