Markets

CRUDE TRADES
Geopolitical Energy Chess: India and China Defy US Sanctions to Secure Discounted Crude
The global energy landscape is currently marked by a complex geopolitical tug-of-war, primarily involving the US, India, China, and Russia, as the US attempts to isolate Russia and Iran through sanctions.
October 12, 2025
CRUDE TRADES
Shifts in US Supply Chain and Benchmark Evolution Reshape Global Crude Trade
The US crude oil market is undergoing a fundamental transformation, characterized by volatile export levels and profound shifts in the nation’s supply and demand dynamics.
October 04, 2025
CRUDE TRADES
Asia’s Crude Trade Dilemma: Soaring Tanker Rates and Geopolitical Risk Threaten US Export Arbitrage
The Asian crude market is caught between the rising cost of transporting US oil and the strategic push by Asian buyers to reduce reliance on the Middle East, even as cheaper Middle Eastern benchmarks make the long-haul US route increasingly uneconomical.
October 04, 2025
CRUDE TRADES
Trump Demands Europe Cut Russian Energy Imports and Target China, While Moscow Continues to Defy Sanctions
The global energy and geopolitical landscape is being reshaped by intensified pressure from the US and escalating military conflict.
September 26, 2025
CRUDE TRADES
Historic Deal Resumes Iraq-Kurdistan Oil Exports, Adding 230K b/d to Market
A major, two-and-a-half-year supply disruption in the global oil market has ended, with Iraq, the Kurdistan Regional Government (KRG), and Turkey agreeing to resume oil exports via the Iraq-Turkey pipeline starting on Sat., Sep. 27.
September 26, 2025
CRUDE TRADES
Iraq-Oman Pipeline Deal May Offer Iran New Sanctions Evasion Route as US Targets Chinese Buyers
Iran is escalating its oil sanctions evasion through a proposed Iraq-Oman pipeline deal, which analysts fear will offer a new route to disguise and export crude to China.
September 26, 2025
CRUDE TRADES
US Pressures India Cut Russian Oil Imports to Secure Trade Deal, But India Wants Iran/Venezuela Waiver
The US is pressuring India to abandon its purchase of discounted Russian oil, making it a prerequisite for securing a vital trade deal.
September 25, 2025
CRUDE TRADES
Geopolitical Squeeze: Trump's Russian Oil Ban Divides NATO and Reshapes Global Energy
US President Donald Trump has called for
September 21, 2025
CRUDE TRADES
Complex Oil Flows in Asia: China's Pursuit of Canadian Crude and India's Cements Russian Reliance as Sanctions Widen Iran's Discounts
With the expansion of the Trans Mountain (TMX) pipeline, crude exports from Canada's Pacific Coast have surged, with China emerging as a key beneficiary.
September 21, 2025
CRUDE TRADES
USGC's Light Sweet Crude Exports Facing Headwinds while Maintaining Key Role in Canadian Heavy Oil Re-exports
The Trump Administration's
September 13, 2025
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