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Crude Oil
Blog
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Crude Oil
Back to all posts
October 14, 2026
Crude Oil
Chinese refiners step up Middle East crude buying amid record stock drawdowns
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October 9, 2026
Crude Oil
West African differentials drop with high freight, growing competition
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October 7, 2026
Crude Oil
Seven months on: 2 bn bbl lost, 5 Mbd still offline, and no deal in sight
read more
September 29, 2026
Crude Oil
The diversification of MEG trading patterns is already underway
read more
September 28, 2026
Crude Oil
Latam's oil trade is being rerouted by the Middle East crisis
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September 25, 2026
Crude Oil
Middle East flow and disruption tracker: 1 Oct 2026
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September 17, 2026
Crude Oil
Yanbu pipeline attack ripples across crude, freight and gas markets
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September 14, 2026
Crude Oil
Saudi buffer runs thin, Atlantic barrels reprice
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September 14, 2026
Crude Oil
Iran’s long reach: Saudi's east–west pipeline under fire
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September 4, 2026
Crude Oil
US enjoys labor market recovery, but wages a concern
read more
September 3, 2026
Crude Oil
US crude supply remains resilient despite near-term headwinds
read more
August 31, 2026
Crude Oil
Venezuela's OPEC exit: structurally likely but not now
read more
August 27, 2026
Crude Oil
Higher and higher: stronger Asia buying absorbs rising Middle Eastern spot supply
read more
August 20, 2026
Crude Oil
Iran’s blockade trilemma: endure, escalate or negotiate
read more
August 19, 2026
Crude Oil
60 days of a broken US-Iran MoU: the market stopped waiting for Hormuz
read more
August 13, 2026
Crude Oil
Renewed supply risks may accelerate China's return to the crude market
read more
July 31, 2026
Crude Oil
What the Strait of Hormuz’s fragile recovery signal means for oil flows and prices
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July 29, 2026
Crude Oil
Extended conflict becomes the baseline assumption
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July 28, 2026
Crude Oil
The strategic timing of China's crude purchases
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July 28, 2026
Crude Oil
The Arb View: Atlantic Basin barrels come into play
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July 24, 2026
Crude Oil
[UPDATE] Middle Eastern supply recovery postponed to early 2027
read more
July 16, 2026
Crude Oil
Record oil-on-water volumes limit the next leg higher in crude
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July 10, 2026
Crude Oil
New pipelines bypassing the Strait of Hormuz could come online in 1-2 years
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July 6, 2026
Crude Oil
Arbitrage signals as leading indicators of flow allocation
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July 1, 2026
Crude Oil
Dubai still searching for a bottom as Hormuz flows recover
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June 23, 2026
Crude Oil
Despite a 60-day sanctions waiver, Iranian oil will mainly flow to China
read more
June 17, 2026
Crude Oil
Returning Persian Gulf barrels risk a short-term supply glut
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June 10, 2026
Crude Oil
Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
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June 10, 2026
Crude Oil
WTI flirts with physical squeeze as Cushing buffers evaporate
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May 27, 2026
Crude Oil
The unsanctioned supply paradox – what could lie ahead for crude markets
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May 25, 2026
Crude Oil
Why the real oil shock may only begin when China returns
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May 22, 2026
Crude Oil
[UPDATE] Running out of barrels: cumulative oil losses reach 961 Mbbls, a few days short of 1 billion barrels
read more
May 15, 2026
Crude Oil
Will China help reopen Hormuz?
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May 13, 2026
Crude Oil
Drawing down: How the market is absorbing the Hormuz shock
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April 29, 2026
Crude Oil
Rebalancing the liquids markets amid SOH disruption
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April 29, 2026
Crude Oil
What’s behind the UAE’s exit from OPEC?
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April 29, 2026
Crude Oil
The illusion of reopening: What if Iran maintains control?
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April 28, 2026
Crude Oil
US tightens the screws on Iranian oil, drawing China into the fray
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April 27, 2026
Crude Oil
US tightens the screws on Iranian oil, drawing China into the fray
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April 23, 2026
Crude Oil
Balances turn negative amid 6 Mbd supply cut in May-June
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April 20, 2026
Crude Oil
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
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April 17, 2026
Crude Oil
Strong CTA selling amplifies energy sell-off on Hormuz announcement
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April 10, 2026
Crude Oil
CTAs capitalise on energy trends in turbulent Q1
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April 10, 2026
Crude Oil
[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls
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April 7, 2026
Crude Oil
Resumption of Iraqi flows via Strait of Hormuz?
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April 7, 2026
Crude Oil
Iran war and the strait of Hormuz: Oil market implications six weeks in
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March 30, 2026
Crude Oil
Flows over economics: Supply risks drive global crude flows | The Arb View
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March 29, 2026
Crude Oil
Chokepoint risks could tighten crude supply as Houthis enter the conflict
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March 21, 2026
Crude Oil
US turns to Iranian oil to cool prices, but barriers remain high
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March 20, 2026
Crude Oil
Running out of barrels: cumulative oil losses hit 133 mbbls since the start of the war
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March 19, 2026
Crude Oil
The WTI-Brent blowout: war risks meet the export ban threat
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March 16, 2026
Crude Oil
Russian waivers reshape crude flows regardless of time limits | The Arb View
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March 16, 2026
Crude Oil
Asian refiners step up arb buying as Mideast shock shows no quick end
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March 16, 2026
Crude Oil
EXPLAINER: Why Kharg Island is the backbone of Iran’s oil economy – and its greatest vulnerability
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March 9, 2026
Crude Oil
Oil tops $100/bbl as prospects for quick Hormuz reopening dim
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March 6, 2026
Crude Oil
US waiver on Russian crude offers near-term relief for India’s crude hunt, not a fix
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March 5, 2026
Crude Oil
Middle East conflict - oil market implications: a continuing assessment
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March 4, 2026
Crude Oil
Hormuz shock reprices crude but storage constraints force a fast resolution
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March 2, 2026
Crude Oil
Strait of Hormuz shock: Disruption is real but not indefinite
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March 2, 2026
Crude Oil
Brent prices balancing risks within US-Iran conflict
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March 1, 2026
Crude Oil
US-Iran conflict: Strait of Hormuz crisis reshapes global oil markets
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February 28, 2026
Crude Oil
The last gasp of a regime: the Israel/US coalition against Iran
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February 28, 2026
Crude Oil
Strait Of Hormuz watch amid Iran conflict risk – tracking crude flows, interference and diversions in Kpler
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February 26, 2026
Crude Oil
How to track crude re-routing in a fragmented market
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February 26, 2026
Crude Oil
Maritime intelligence brief: Venezuela’s undeclared crude surge and rising sanctions risk
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February 23, 2026
Crude Oil
Kpler Arbitrage | The Arb View: Brent Dubai EFS widens on US-Iran geopolitical risk
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February 23, 2026
Crude Oil
Strong US stock draw reinforces bullish narrative
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February 19, 2026
Crude Oil
How to find profitable crude arbitrage opportunities: Your guide to smarter trading
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February 16, 2026
Crude Oil
Kpler Arbitrage | The Arb View: Eastbound arbs open as heavy sour diffs slide
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February 12, 2026
Crude Oil
US–India trade deal reshapes India’s crude buying pattern
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February 6, 2026
Crude Oil
Oil prices fly on geopolitics, but fundamental risks lurk beneath
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February 4, 2026
Crude Oil
India–US trade deal to reshape marginal crude flows, not displace Russian barrels
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January 28, 2026
Crude Oil
Fed moves from cutting to caution
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January 27, 2026
Crude Oil
US supply drops sharply, but WTI support may prove short-lived
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January 22, 2026
Crude Oil
CPC terminal nears pivot: SPM-3 return eyed as storage hits capacity
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January 16, 2026
Crude Oil
~9 mbd at risk: why Mideast Gulf Arab states lobbied to prevent a US strike on Iran
read more
January 14, 2026
Crude Oil
Crude oil: Top 5 market drivers in 2026
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January 12, 2026
Crude Oil
Kpler Arbitrage | The Arb View: Brent Dubai EFS Widens on European Tightness and Dubai Contango
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January 5, 2026
Crude Oil
Maduro captured: Venezuela’s oil future at a crossroads
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December 16, 2025
Crude Oil
US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
read more
December 15, 2025
Crude Oil
Kpler announces acquisition of Bridgeton Research Group, expanding capabilities in systematic trading insight
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December 10, 2025
Crude Oil
Russian oil flows under sanctions: an update two weeks on
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December 10, 2025
Crude Oil
Producers cut prices to defend market share as fundamentals soften
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December 2, 2025
Crude Oil
Venezuelan supply and export scenarios under a US military intervention
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December 2, 2025
Crude Oil
Rosneft and Lukoil sanctions are live: how India, China and Turkey adapt rather than exit
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November 25, 2025
Crude Oil
Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
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November 25, 2025
Crude Oil
The yin/yang dynamic of crude versus products
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November 18, 2025
Crude Oil
Drone strikes near Novorossiysk to temporarily halt ~700 kbd in Sheskaris oil loadings
read more
November 10, 2025
Crude Oil
Pockets of weakness emerge amid global oversupply
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November 3, 2025
Crude Oil
2026 Oil demand outlooks stand unreasonably bearish
read more
October 30, 2025
Crude Oil
Fed cuts 25bp, but Powell more hawkish than expected
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October 28, 2025
Crude Oil
How low can it go: US shale price scenarios
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October 28, 2025
Crude Oil
US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
read more
October 21, 2025
Crude Oil
India unlikely to rapidly drop Russian oil, despite Trump remarks
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October 15, 2025
Crude Oil
Record US supply meets unusually robust demand
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October 15, 2025
Crude Oil
Crude prices hit multi-month lows amid US tariff threat
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October 1, 2025
Crude Oil
Chinese refiners start drawing from inventories amid high flat prices
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September 16, 2025
Crude Oil
Adani ban on sanctioned tankers puts Russian crude flows to India at risk
read more
September 16, 2025
Crude Oil
The big APPEC takeaway
read more
September 9, 2025
Crude Oil
OPEC+ continues path towards unwinding cuts
read more
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![[UPDATE] Running out of barrels: cumulative oil losses reach 961 Mbbls, a few days short of 1 billion barrels](https://cdn.prod.website-files.com/65059ad784ac02253c62356c/6a03a3355eae35e6a277fa8c_crude.webp)
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![[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls](https://cdn.prod.website-files.com/65059ad784ac02253c62356c/69d64fcb4cc368a999bc0b05_sea_at_night_optimized_350.webp)
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