Gone are those days

Published at 11:40 19 Aug 2019 by . Last edited 11:18 22 Aug 2019.

The physical market continues to strengthen as the Atlantic basin crude overhang is all but gone and Chinese demand is returning for the September and October crude cycles. Moreover, the export arb from the US to Europe shut last week (at least on paper on a pure delivered basis). Weaker Forties va...

Log in to download

Other Perspectives publications

Shale’s twilight hours

Published 6 days ago

2019-09-09 Oil - Perspectives - Shale’s twilight hours cover
Users licensed for the data service can access our global balances.The sharp rally..

Read more

Broken correlations

Published 1 week ago

2019-09-02 Oil - Perspectives - Broken correlations cover
Users licensed for the data service can access our global balances.We have rarely..

Read more

Right said sour spread

Published 2 weeks ago

2019-08-27 Oil - Perspectives - Right said sour spread cover
Users licensed for the data service can access our global balances.The continued d..

Read more

The Jitterbug

Published 1 month ago

2019-08-12 Oil - Perspectives - The Jitterbug cover
Macroeconomic jitters are governing oil markets in spite of robust micro fundamentals. Low OPEC p..

Read more