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Fresh decade-low Cushing stocks raise upside risk for WTI

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Fresh decade-low Cushing stocks raise upside risk for WTI

India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

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India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

Russia's diesel export ban adds fresh fuel to rising prices

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Russia's diesel export ban adds fresh fuel to rising prices

Refining margins to remain supported through H2 as product supply lags crude flows

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Refining margins to remain supported through H2 as product supply lags crude flows

The barrel bends toward jet

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The barrel bends toward jet

EIA Digest: Crude inventories continue to draw; jet fuel stocks hit new ytd high

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EIA Digest: Crude inventories continue to draw; jet fuel stocks hit new ytd high

How Europe rebalanced its jet fuel supplies to keep planes in the air

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How Europe rebalanced its jet fuel supplies to keep planes in the air

India’s fuel austerity hit demand outlook, triggers 40% downward revision to annual product growth

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India’s fuel austerity hit demand outlook, triggers 40% downward revision to annual product growth

The US downstream system running in max-output mode

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The US downstream system running in max-output mode

Cracks hold firm as product markets tighten ahead of summer

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Cracks hold firm as product markets tighten ahead of summer

Refiners flip the barrel as distillate markets tighten

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Refiners flip the barrel as distillate markets tighten

Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels

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Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels

Markets in Motion: Where can Europe secure jet fuel to replace the Mideast Gulf?

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Markets in Motion: Where can Europe secure jet fuel to replace the Mideast Gulf?

US-Iran conflict extends distillates strength post winter

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US-Iran conflict extends distillates strength post winter

Hormuz escalation puts middle distillates at the center of supply risk

February 23, 2026

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Hormuz escalation puts middle distillates at the center of supply risk

What’s sustaining the strength in US refinery runs?

February 18, 2026

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What’s sustaining the strength in US refinery runs?

Ukraine’s evolving drone campaign against Russian refining infrastructure

December 2, 2025

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Ukraine’s evolving drone campaign against Russian refining infrastructure

Dangote Refinery: July Maintenance Curbs Refinery Output and Product Exports

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Dangote Refinery: July Maintenance Curbs Refinery Output and Product Exports

A False Sense of Security: The Limits of the Energy Policy Toolbox

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A False Sense of Security: The Limits of the Energy Policy Toolbox

EIA Digest: US gasoline stocks hit year-to-date low as refiners tilt output towards middle distillates

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EIA Digest: US gasoline stocks hit year-to-date low as refiners tilt output towards middle distillates

Ukraine's drone campaign pushes Russian refinery runs to 21-year lows

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Ukraine's drone campaign pushes Russian refinery runs to 21-year lows

The new geopolitics of refining

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The new geopolitics of refining

Westbound jet fuel cargo pulls resurge as Asian exports rebound

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Westbound jet fuel cargo pulls resurge as Asian exports rebound

Delicately balanced

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Delicately balanced

Second tranche of Chinese export quotas to offer little relief to Asian product markets

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Second tranche of Chinese export quotas to offer little relief to Asian product markets

Cometh the time, Cometh the optimisation: The barrel bends toward jet

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Cometh the time, Cometh the optimisation: The barrel bends toward jet

Libya plans rehabilitation of 220 kbd Ras Lanuf refinery

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Libya plans rehabilitation of 220 kbd Ras Lanuf refinery

Gasoil and ULSD flip net short as CTA selling intensifies

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Gasoil and ULSD flip net short as CTA selling intensifies

China’s lower crude imports helped ease Asian refinery feedstock tightness

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China’s lower crude imports helped ease Asian refinery feedstock tightness

EIA Digest: US crude stocks slide 8Mb as gasoline tightness deepens

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EIA Digest: US crude stocks slide 8Mb as gasoline tightness deepens

UK opens the door to Russian-origin products

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UK opens the door to Russian-origin products

Nigeria's Dangote success story could be replicated in East Africa

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Nigeria's Dangote success story could be replicated in East Africa

The US Driver Does Not Have a 18.4c/gal Problem

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The US Driver Does Not Have a 18.4c/gal Problem

Dangote running at full throttle

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Dangote running at full throttle

Singapore cracks set to ease as Beijing approves 500 Kt of road fuels exports in May

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Singapore cracks set to ease as Beijing approves 500 Kt of road fuels exports in May

War Endurance Model Update: Jet Inventories draw gradually then suddenly

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War Endurance Model Update: Jet Inventories draw gradually then suddenly