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Baltic routes, importer shifts and El Niño test grain markets
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Venezuela's oil trade reopened. The risk moved to the vessel.
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Refined Products
Blog
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Refined Products
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October 21, 2026
Refined Products
Diesel arbitrage: why freight has shut the Europe import window
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October 19, 2026
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US reopening quickly fades as freight climbs
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October 14, 2026
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US to NWE reopens, eyes fixed on new supply
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October 7, 2026
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Gasoil/diesel output jumps 300kbd w/w while gasoline output lags 5-year average
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October 5, 2026
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Strategic stock release resets diesel
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September 23, 2026
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EIA Digest: Retail prices for transportation fuels keep getting more expensive
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September 18, 2026
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Record diesel prices put US policy options in focus
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September 10, 2026
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Gasoline and diesel inventories stage a temporary recovery
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September 8, 2026
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China’s road fuel demand displacement reaches 1.3 Mbd in 2026 as high prices accelerates technology shift
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September 2, 2026
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How Kpler's global data predicted refinery earnings — weeks before companies reported them
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August 20, 2026
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Middle East refining under pressure: damage, export disruption, and a two-speed recovery
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August 8, 2026
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West roars, east idles: The geopolitical divide in global refining
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July 30, 2026
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Fresh decade-low Cushing stocks raise upside risk for WTI
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July 23, 2026
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Global refining has become the real supply constraint
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July 17, 2026
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India stands alone as Asia's demand growth engine as US-Iran hostilities reignite
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July 9, 2026
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Russia's diesel export ban adds fresh fuel to rising prices
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June 26, 2026
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Refining margins to remain supported through H2 as product supply lags crude flows
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June 18, 2026
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Russia’s fuel market: supply risks and export implications
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June 10, 2026
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The barrel bends toward jet
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June 10, 2026
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EIA Digest: Crude inventories continue to draw; jet fuel stocks hit new ytd high
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May 27, 2026
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How Europe rebalanced its jet fuel supplies to keep planes in the air
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May 20, 2026
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Kpler acquires CITAC to expand African intelligence coverage
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May 19, 2026
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India’s fuel austerity hit demand outlook, triggers 40% downward revision to annual product growth
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May 16, 2026
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The US downstream system running in max-output mode
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May 13, 2026
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Cracks hold firm as product markets tighten ahead of summer
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April 17, 2026
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European margins turn negative, raising run cut risks
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April 12, 2026
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Diesel market triage: US diesel diversions from Europe to Africa and Asia
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April 3, 2026
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Refiners flip the barrel as distillate markets tighten
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March 27, 2026
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Next in line for demand losses: Africa transportation fuels
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March 16, 2026
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Demand destruction from US/Israel–Iran conflict: Asia-Pacific transportation fuels
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March 11, 2026
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Markets in Motion: Where can Europe secure jet fuel to replace the Mideast Gulf?
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March 2, 2026
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US-Iran conflict extends distillates strength post winter
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February 23, 2026
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Hormuz escalation puts middle distillates at the center of supply risk
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February 18, 2026
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What’s sustaining the strength in US refinery runs?
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February 11, 2026
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EIA Digest: US gasoline stocks continue to reach multi-year highs
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February 9, 2026
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Softer gasoil/diesel values drag refining margins lower in the US and Asia
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February 2, 2026
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Russian gasoil resurgence floods Brazil but offers little respite for Med
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January 14, 2026
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Refined products: Top 5 market drivers in 2026
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December 2, 2025
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Ukraine’s evolving drone campaign against Russian refining infrastructure
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November 25, 2025
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ICE confirms EU sanctions implementation rules in gasoil contract
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November 18, 2025
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Repeated drone attacks keep Russian refinery runs in check
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November 10, 2025
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A storm on the horizon in the Black Sea
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October 28, 2025
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The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
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October 27, 2025
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Using Kpler Refineries to predict earnings metrics
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October 1, 2025
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Russian gasoline exports dry up, limited but welcome upside for European refiners
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September 24, 2025
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Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
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September 24, 2025
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US jet fuel demand rebounds into fall as refiners keep yields high
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September 24, 2025
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Refinery status monthly - September
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September 3, 2025
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Drone strikes trigger early drop in Russian crude runs ahead of autumn maintenance season
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August 26, 2025
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Fading speculative attention masks persistent diesel tightness
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August 20, 2025
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Oil products demand outlook for 2025 and 2026 (Update)
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July 22, 2025
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Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
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July 16, 2025
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Strong gasoil/diesel values continue to dominate the headlines
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May 19, 2025
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Light ends normalise on truce, but cracks set to diverge across middle and heavy distillates
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May 15, 2025
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Kpler Refinery Monthly Report for May 2025
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April 22, 2025
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US sanctions second Chinese refinery as its maximum pressure campaign accelerates
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March 19, 2025
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WoS refining margins tumble further, Asia finds support
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February 26, 2025
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Naphtha and gasoline steady, distillates strong, but HSFO softens on geopolitics
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February 19, 2025
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Middle distillates tighten, Eastern gasoline to firm while light ends will struggle
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February 12, 2025
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Dangote: What to Expect in 2025
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January 28, 2025
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ICE gasoil corrects, but upside remains on looming supply tightness
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January 21, 2025
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Refined products demand outlook for 2025
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January 16, 2025
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Chinese EV sales in Southeast Asia hit the brakes on gasoline demand growth, but not so fast
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January 8, 2025
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Refined Products Weekly
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December 6, 2024
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Nigeria's Port Harcourt sells first LSSR cargo signaling operational start up
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December 5, 2024
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Port Harcourt refinery in Nigeria starts operations
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November 28, 2024
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Refined Products Weekly: China’s 4% export VAT to support Singapore ULSD cracks
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November 20, 2024
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Trump likely to aggressively attempt to limit gasoline price appreciation
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October 30, 2024
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Despite the EV boom, insufficient ICE displacement in China keeps gasoline demand at plateau till early 2030s
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October 23, 2024
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Refinery Margins Weekly
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October 15, 2024
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Refined Products Weekly
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October 8, 2024
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The areas under threat amid escalating Middle East tensions
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October 3, 2024
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New Refineries Status
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September 17, 2024
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Diesel news: Q4 stronger than futures market suggests
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September 10, 2024
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Gasoline market news
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September 10, 2024
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Dangote kicks off gasoline production while crude imports hit 6-month low
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August 13, 2024
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Russian refinery news: Runs to trend slightly higher in August
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August 6, 2024
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Pemex Dos Bocas refinery: Commercial start-up unlikely before Q4 2024
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August 6, 2024
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China’s gasoil demand predictions for 2025 and beyond
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August 6, 2024
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Singapore gasoline cracks under pressure in H2
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July 30, 2024
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Refined products weekly
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July 16, 2024
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Little upside to WoS gasoline cracks
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July 9, 2024
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Jet demand is about to close the post-pandemic gap in WoS
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July 3, 2024
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Where to find Dangote refinery data
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July 3, 2024
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Assessing US gasoline price expectations
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June 26, 2024
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Gasoline news: Rebound in WoS cracks weaker than expected
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June 18, 2024
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Weakness in gasoline and naphtha markets in H2 2024
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June 11, 2024
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Will India's road fuel sales momentum continue into Q3?
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June 6, 2024
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The future of biofuels: A global perspective on policy shifts and market impacts
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May 30, 2024
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Nigerian refineries report: Gauging the impact on crude oil markets
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March 27, 2024
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Have renewable diesel prices reached rock bottom?
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March 27, 2024
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Drone attacks on Russian refineries intensify
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March 21, 2024
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Analysing record highs of P66 and Marathon Petroleum with Kpler’s Refineries Intelligence tool
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March 7, 2024
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Navigating the Global Refining Landscape in 2024: Trends, Challenges, and Opportunities
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February 28, 2024
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Kpler's Market Insight Forum 2024 take aways: Forecasting Refinery Margins and Market Dynamics
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April 19, 2023
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US inflation adjusted gasoline prices down over 20% y/y
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March 22, 2023
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The impact of French strikes on regional product supply, March edition
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February 27, 2023
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Global jet demand continues to recover, but not all regions are equal
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January 26, 2023
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No stone left unturned
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December 21, 2022
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European clean product flows are changing, but the clock is ticking
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