Author: admin
OPEC / Crude: Death by a Thousand Cuts
The quiet blueprint: China & Angola, the current noise around Trump & Venezuela, the next domino in Kazakhstan, and Trafigura’s potentially superior play in Gabon.
SRFO / 380: Cutting Off Your Nose to Spite the Barrel
Washington’s latest economic offensive risks misunderstanding not just Tehran, but the molecular role Iranian crude and SRFO play across the global refining system.
Heavy Sweet / 0.1% Bunkers: From Rhein Thrombosis to Med ECA
The Heavy Sweet Solution & The East-Med Bunkering Arbitrage
Heavy Sweet / Fuel Oil: Deep Vein Thrombosis – When Europe’s Main Artery Clogs
Arterial supply keeps crude flowing in, but low Rhine water is choking the return flow — forcing Europe’s inland refining system to rethink Heavy Sweet, resid and where those barrels…
Murban: ADNOC’s Pricing Pivot
Why Japan’s refiners must re-engineer their Middle East supply chain before the Hormuz dust settles.
UK Refining: Politics is the Art of the Possible
The shift under new UK Prime Minister Andy Burnham highlights a deliberate pivot towards state-backed control of strategic infrastructure.
Crude: Iraq – “Al-jar qabl al-dar”
"Choose the neighbour before you choose the house." – Arabic Proverb
SRFO: The K-Shaped Swing Barrel
Iraqi SRFO vs Venezuelan SRFO — the physical market is drawing a clear distinction between two very different 3.5% barrels.
LSFO & Heavy Sweet: Seeing the Wood for the Trees
China's changing appetite for Heavy Sweet, shifting LSFO flows and what they reveal about refinery priorities across Asia.