South Korea
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Asian demand fell in April, led by fuel oil weakness
Published 31 May 2019 by -
Closing windows?
Published 31 May 2019
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Incremental LNG supply is on track for growth of around 15 Mt y/y in Q2 19 despite no new terminals exporting yet in 2019. Growth in supply is well above the rise expected based on new additions in capacity in 2018. Augmentation of the supply side has been driven by a number of factors, including.. -
No change to US goal of zero Iranian exports, volumes plunge in May
Published 31 May 2019 by -
Weekly North American NGLs update: Holi-daze
Published 30 May 2019 by -
Global LNG
Published 28 May 2019
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Please note that users licensed for the data service can access LNG freight rates by clicking here. The bearishness of summer 2019 for the global gas contracts shows no signs of abating, as a very loose European market has more downside to come and the JKM is suffering from what is starting to lo.. -
A broken market
Published 28 May 2019
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The physical market is taking a breather as expected, with light grades such as Murban easing from their highs amid refinery run cuts and weak light ends margins (yet again). Brent spreads are likely due for a period of consolidation too, though Dated Brent remains strong despite growing European.. -
Fundamentals May 2019
Published 24 May 2019
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Fundamentals is our monthly review of global oil data, this is the May 2019 edition. Crude oil balance: The latest data releases confirm global stocks drew in Q1 19, with our balance showing a 0.1 mb/d draw over the quarter. The counter-seasonal drop in stocks was mainly a result of underperformi.. -
Weekly North American NGLs update: Tipping over
Published 23 May 2019 by -
Europe, Middle East & Africa Quarterly
Published 23 May 2019
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Our Europe, Middle East and Africa Quarterly (EMEAQ) provides comprehensive analysis of the EMEA region, examining key topics in depth and providing a detailed guide to regional supply, demand, trade flows and downstream capacity. Each quarter, ‘In Focus’ chapters delve into key issue.. -
South Korea oil data – Apr 2019
Published 22 May 2019
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South Korean oil demand stemmed its declines in April, falling by just 19 thousand b/d y/y, as weakness in the petrochemical complex was partially offset by a pick-up in manufacturing activity that boosted diesel demand. As expected, naphtha led the declines, lower by 99 thousand b/d y/y, due to.. -
Global LNG
Published 21 May 2019
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Please note that users licensed for the data service can access LNG freight rates by clicking here. The remaining summer 2019 global gas contracts are struggling for price support given an oversupplied TTF and a JKM still weak after a mild winter in Northeast Asia. A couple of big supply tenders.. -
Weekly oil products update - Captain crunch
Published 17 May 2019 by -
Event horizon
Published 17 May 2019
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Atlantic basin diesel markets had been stuck in an unusual contango in H2 19 even though the previous two years were characterised by large draws in diesel inventories. With physical markets being jolted to life by a spate of European refinery issues and the bankruptcy of Russia’s Antipinsk.. -
Strong US jet markets could support Asia and Europe but large summer stockbuilds lie ahead
Published 16 May 2019 by -
Global arbs and trade flows
Published 15 May 2019
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Users can access global trade flows data through our data service. Crude markets are set to enter a constructive period as refiners return from maintenance. By July, worldwide refinery maintenance will have fallen by 5.3 mb/d from peak April levels, and even if runs fail to rise by as much d..
Recent alerts
- Crude arrivals from Iran remain subdued in November with no signs of major uptick for January loaders either 8 months ago
- Turnarounds should accelerate jet draws, enabling jet prices to start to recover soon 9 months ago
- Weekly oil products update: Gasoline swamp 9 months ago
- Xi and Trump reach fragile truce on trade war; China to resume purchases of US crude, diverting cargoes from Europe 9 months ago
- Iranian exports have fallen sharply as expected, but should rise from December 9 months ago
- Asian demand growth accelerates in October, led by gasoline 9 months ago
- Jet/kero markets continue to suffer from summer stockbuilds; draws should last through at least Q1 19 10 months ago
- Early waiver details suggest Iranian exports could rise to 1.3 mb/d in December; Saudis will have to cut 10 months ago
- A limited US-China trade agreement likely at the G20; Chinese imports of US crude to resume 10 months ago
- US announces waivers on Iran oil for eight countries; details and impact still unclear 10 months ago
- Weekly oil products update: Light my fire 10 months ago
- US set to issue limited Iran waivers to select countries; exports to drop below 1.0 mb/d in November and December 10 months ago
- More buyers halt Iranian buying as sanctions deadline nears 10 months ago
- Severe flooding in southern Russia disrupts Tuapse refinery operations; fuel oil and naphtha exports likely to be affected 10 months ago
- Asian demand grew across the barrel in September, with the exception of fuel oil 10 months ago
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