One Country, Two Systems admin 08/12/2025 No Comments Shandong’s refiners operate under a different rulebook — and TMX barrels are becoming their newest loophole. Read more
Panama 1989 and the Venezuelan Parallel admin 01/12/2025 No Comments If history rhymes, a U.S. intervention in Venezuela may follow a familiar script — fast, decisive, and economically motivated. Read more
The Art of the Deal — Or Just Vainglory? admin 24/11/2025 No Comments Munger’s warning meets reality: ego, optics, and the politics behind a ‘peace plan’ built for headlines, not harmony. Read more
Corporate Power Plays: Sanctions, Strategy, and the Art of Control admin 17/11/2025 No Comments OFAC, private equity, and oil assets — when geopolitics becomes a portfolio strategy. Read more
Germany: Between a Rock and a Hard Place admin 10/11/2025 No Comments As majors divest and sanctions bite, Germany’s refining base is fracturing — exposing Europe’s biggest economy to a tightening fuel crisis. Read more
The Big Five and the European Asset Play admin 03/11/2025 No Comments A quiet reshaping of Europe’s refining map — driven less by margins, and more by opportunity. Read more
Sanctioned Giants: OFAC’s Grip on Lukoil and Rosneft admin 27/10/2025 No Comments New U.S. sanctions reshape the middle-distillate balance, forcing India, China, and Russia into divergent but equally tactical responses. Read more
Contango Returns: Reading the Signals Behind 0.5% admin 20/10/2025 No Comments After six years in backwardation, VLSFO slips into contango — reshaping blending margins, storage logic, and the sulphur equation. Read more
From Fujairah to Malaysia: Diverging Stories in the Indian Ocean admin 13/10/2025 No Comments Dar Blend’s quiet re-entry meets Venezuelan SRFO’s long route east — two ends of the same market tension. Read more
Dar Blend Ban Redraws the LSFO Map admin 06/10/2025 No Comments Sudan’s crude ban forces a rethink in the Gulf’s LSFO balance. Read more