Everything deep in the red! Another quiet one in the North Sea... Monumental NFPs!
5-June-2026, Volume 3, Issue 107 (Euro)
Read here: https://t.co/3AiCXYqIRR
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The Officials MOC: Date 5/6/2026
Dated Brent Assessment: $97.915/bbl
Physical differential: $0.73/bbl
Key events: Equinor bids Johan Sverdrup
More info here: https://t.co/FZC1yoNY22
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A slightly busier Strait, lots of variation in other key locations
The Peering Eye, The Shipping Publication: 5 June 2026
Read here: https://t.co/ErtkHkiSgn
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The Officials MOC: Date 4/6/2026
Dated Brent Assessment: $98.69/bbl
Physical differential: $0.705/bbl
Key events: No bids or offers in the window
More info here: https://t.co/FZC1yoNY22
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More methodology madness! No change until things change... China's gasoline getting cheaper but NEVs still dominate! Indonesia doesn't look so good
04-June-2026, Volume 3, Issue 104 (Asia)
Read here: https://t.co/490RZAwHnL
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Stocks are plummeting! The lowest in 22 years... The North Sea remains placid, rumbling along almost silently. And Russia's flexibility stretched to the max!
3-June-2026, Volume 3, Issue 105 (Euro)
Read here: https://t.co/0kZ1YpEJle
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The Officials MOC: Date 3/6/2026
Dated Brent Assessment: $101.095/bbl
Physical differential: $0.68/bbl
Key events: Totsa lifts Midland from BP
More info here: https://t.co/FZC1yoNY22
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Bets are piling in for higher crude - $150 here we come? For now, prices are weak and physical diffs are soft...
2-June-2026, Volume 3, Issue 104 (Euro)
Read here: https://t.co/1pBFokRxkw
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Prompt volumes down w/w as expiry approached. Much messier in deferred tenors and y/y
The Liquidity Report: Volume 2, Issue 22
Read here: https://t.co/gxD72lax6U
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Back and forth on the ceasefire merry-go-round! Fuel oil's whiplash and the yuan's rising star...
02-June-2026, Volume 3, Issue 102 (Asia)
Read here: https://t.co/GXLt9FnoNs
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Not in a rush but the market went rushing towards $100! Forties got crushed... But gas is the next problem, especially for Europe!
1-June-2026, Volume 3, Issue 103 (Euro)
Read here: https://t.co/laZhFkrmQ5
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May Euro Monthly Report
Prices hope for peace - but we've been spun that story before... A long May with little progress
Read here: https://t.co/UL415aFGJ9
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