How European crude became oversupplied amid d...

The disruption to flows through the Strait of Hormuz is rapidly reshaping the Asian jet fuel market at a critical juncture, just as seasonal demand accelerates ahead of the peak summer travel period. As one of the world's most important energy chokepoints, the Strait has long fac ...  Show more

European and Asian LPG fundamentals have sharply diverged following the disruption to flows through the Strait of Hormuz in late February and early March. The supply shock sent Asian propane prices sharply higher, tightened availability, and disrupted petrochemical demand. Meanwh ...  Show more

Today’s podcast featured Mike McGlone of Bloomberg Intelligence, Jamie Ingram of MEES, and Daniel Richards of Emirates NBD. McGlone warned of continued weakness in crude and broad commodities as gold surges. Ingram highlighted the Gaza ceasefire’s limited market impact but Red Se ...  Show more

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having som ...

Wall Street tumbled Monday, with the Dow plunging 890 points to close at 41,912. The drop-off deepened after President Trump declined to rule out a potential recession, adding to concerns over the economic impact of his trade policies. A U.S.-flagged tanker carrying jet fuel coll ...  Show more

Crude oil sliding after Iran’s strike on a U.S. base in Qatar. The energy impact, and how the broader markets are reacting. Plus The next move for Novo Nordisk, as the pharma company cuts ties with Hims & Hers. What it means for the weight loss drug space, and how their latest ...