Indonesia
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South Korea
Published 16 Apr 2019
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South Korean LNG imports totalled 3.0 Mt last month, a sharp 1.3 Mt (30%) lower y/y. Even amid a loose supply-demand balance, the drop was notable as the largest y/y fall in imports for any month in over seven years. The weak LNG intake has helped to normalise South Korea’s LNG inventory le.. -
Global arbs and trade flows
Published 12 Apr 2019
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Users can access global trade flows data through our data service. June loading crude programmes will be the first month to trade after refinery maintenance season ends in May. Even with diminished risk of reduced US waivers for Iranian buyers as the US administration grapples with the fallo.. -
Middle man
Published 12 Apr 2019
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Cash markets have offered diesel bulls little support so far this year, as weak demand for both on-road fuel and heating oil in Europe has limited the pull on supplies from the ARA pricing hub. Between Germany’s struggling car industry and warm weather in February and March well above the f.. -
Weekly Oil Products Update - Echoes from a distant past
Published 5 Apr 2019 by -
Accident prone
Published 5 Apr 2019
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Refinery problems continue to bolster gasoline. Just as US East Coast refineries are set to return to normal, Californian gasoline prices lurched higher after Valero’s Benicia refinery was forced to shut down due to problems with its pollution control equipment. The idling of the refinery a.. -
Weekly North American NGLs update: Get low
Published 4 Apr 2019 by -
Fettered flexibility
Published 1 Apr 2019
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The market is waking up to the cold reality that the ever-lightening global crude slate will result in oversupplied gasoline and naphtha markets. The assumption then becomes that naphtha will decline sufficiently to price itself back into the petchem cracking pool from Q2 19. On paper that might.. -
January US NGL production up sharply y/y as prices improve
Published 29 Mar 2019 by -
Asian oil products demand averaged across January and February grew mildly y/y
Published 29 Mar 2019 by -
Sun ain’t shining
Published 29 Mar 2019
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The abnormally warm February in Europe and NE Asia continues to leave its mark on the global gas markets, having left gas storage levels high and prices floundering. With the weather in March closer to the seasonal average, but still warmer y/y, hearty supply and indifferent demand has meant that.. -
Global supply trends
Published 27 Mar 2019
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LNG supply continued to post healthy y/y gains in February and in March (based on early indications), but there have been no sequential increases on December 2018 numbers. While Yamal T3, Sabine Pass T5 and Corpus Christi T1 are all supplying volumes, we still await exports from Prelude. Other ne.. -
Fundamentals March 2019
Published 25 Mar 2019
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Fundamentals is our monthly review of global oil data, this is the March 2019 edition. Our Q1 19 crude oil balances are showing a 0.2 mb/d build, slightly higher than last month’s forecast by 0.1 mb/d, mainly as runs have come in weaker than expected amid rising unplanned outages. Regardles.. -
The race begins
Published 25 Mar 2019
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Much of the strength in crude markets has shown up in West of Suez grades and differentials, while eastern sour crudes have mostly traded sideways and lights have weakened. The strength in Atlantic Basin mediums and heavy grades is justified as the loss of Canadian and Venezuelan heavy crudes has.. -
Weekly oil products update: The prodigal son
Published 22 Mar 2019 by -
Can opener
Published 22 Mar 2019
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Lacklustre bunker fuel demand has slammed the fuel oil market. Demand in Singapore in January and February was more than 0.1 mb/d lower y/y, boosting inventories above 20 mb. On top of weakness in the dry bulk sector, the container shipping segment is also struggling. The worst news for demand ma..
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