Weekly and monthly reports with analysis of regional crude oil, and petroleum markets. Expert level coverage of markets in the Mediterranean, Asia, the Former Soviet Union (FSU), and the Americas. Reports focus on price development, supply and demand drivers, imports and exports, trade flows as well as geopolitics, and wider energy issues.

Inventory data and storage economics Inventory data and storage economics
Crude differentials and product crack spreads Crude differentials and product crack spreads
Arb incentive calculations Arb incentive calculations
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Med oil weekly
Your weekly Med roundup

Med Oil Weekly

The Med Oil Weekly compiles all the most important news and developments from the prior week, breaking down fundamentals driving the crude and product markets

  • Short-term outlook on regional crude differentials, with a focus on Urals, North Sea Dated and WTI delivered to Europe
  • Product-by-product breakdown of movement in cracks over the reporting week, with our outlook for the weeks ahead
  • INCLUDES: Relative incentive calculations of refining regional crude; refinery maintenance updates; crude intake and balance figures and many more!
Latest issues

Issue 48 - 1 Dec'20

Recovering refined product demand in Europe should be enough to support margins in December despite increases in crude intake.

Issue 47 - 24 Nov'20

Jet/kero cracks are pricing dangerously high, something that if sustained might tempt refiners to switch yields

Issue 46 - 17 Nov'20

Run cuts in the Med could be easing slightly compared to NWE

Issue 45 - 10 Nov'20

COVID-related demand disruptions have disproportionately penalised complex refiners

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Med oil monthly
Your monthly Med roundup

Med Oil Monthly

Short on time? The Med Oil Monthly report catches you up on the developing stories of the month in the Med and North Sea, combined with our outlook for the month ahead.

  • Analysis of monthly movement in product cracks and crude differentials
  • Ideal for those with a busy schedule and interested in our main takeaways from the month prior
  • Combine with the Med Oil Weekly to gain a better understanding of how smaller developments are likely to affect the bigger picture
Latest issues

Issue 11 - 26 Nov'20

Market optimism sees prices rally despite rising Libyan supply

Issue 10 - 28 Oct'20

Improving refining margins in October proved to be short-lived

Issue 9 - 23 Sep'20

Mogas/diesel spread widens further over September as refiners need incentive to manage middle distillate pool

Issue 8 - 26 Aug'20

Urals unlikely to return to recent highs as the need to price into simple refineries nears

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Americas weekly
Instant analysis of weekly data

Americas Weekly

Timely, informative and concise data, coupled with insightful commentary on the most recent events in crude and product markets across North, Central and South America

  • Analysis of trends in the US market in light of weekly EIA inventory data
  • Chart-heavy analysis of supply fundamentals and crude markets, as well as processing and product markets
  • Each issue includes a bonus article on a special topic, from trade flows and supply to demand or natural gas
Latest issues

Issue 47 - 25 Nov'20

Henry Hub futures are seen strengthening towards the end of the year, but elevated storage levels are expected to keep them from returning to late-October levels.

Issue 46 - 18 Nov'20

Oil demand in Latin America saw some green shoots emerging in September, but the pace of recovery is set to ease going forward.

Issue 45 - 12 Nov'20

US shale companies generated substantial free cash flow in Q3-2020, but failed to avoid net-loss.

Issue 44 - 4 Nov'20

Russian fuel oil imports saw an uptick in August amidst strong secondary feedstock demand.

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FSU-CEE insight
25 years of expertise

FSU/CEE Insight

Taking a deep dive into the intricacies of the FSU market, our analysts share their valuable and original investigations, all while looking at how this influences the bigger picture

  • Profound understanding of the frequently changing Russian taxation and incentive system for the refining, upstream and trading industries
  • A focus on corporate news with in-depth knowledge on how geopolitical and strategic issues drive fundamentals in the region
  • Includes supply, demand and export projections based on our in-house modelling, country profiles, Urals quality analysis, pipeline logistics
Latest issues

Issue 47 - 26 Nov'20

How will Russian refiners respond to the moving sands in product markets over the rest of winter?

Issue 46 - 19 Nov'20

The pull on HSSR barrels remains weak and little support is in sight.

Issue 45 - 12 Nov'20

Russia's crude exports streams are reflecting crude supply dynamics but as always, when it comes to Russia, there is a catch.

Issue 44 - 5 Nov'20

Deteriorating outlook for crude demand saw us revising our outlook for Russian crude supply and demand over Q4 and early 2021.

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Asian oil monthly
Your no-frills update

Asian Oil Monthly

The Asian Oil Monthly delivers one monthly report which rounds up the most pressing issues of the month with our outlook for one month forward. Also enjoy access to JBC Energy Asian Insights daily.

  • Access to a regular stream of our analysis on the latest data, price movements, and relevant news pieces from the region as it happens
  • Detailed fundamental data and analysis on East of Suez markets, including the Middle East delivered to you once a month
Latest issues

Issue 11 - 19 Nov'20

The Asian market is outperforming Europe on stronger Demand.

Issue 10 - 21 Oct'20

The HSFO crack rally looks increasingly fragile amid deteriorating conversion margins.

Issue 9 - 18 Sep'20

Asia losing market share in Europe, Africa gasoil/diesel markets

Issue 8 - 19 Aug'20

Mounting news of refinery shutdowns in Asia exposing regional vulnerabilities.

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Asian oil weekly
Your weekly guide to the Asian market

Asian Oil Weekly

The Asian Oil Weekly delivers short-term updates on developments in the Asian crude and products markets, with expert-led analysis feeding into a short-term outlook for the weeks ahead.

  • Instant analysis of weekly data from all the major Asian economies (PPAC, PAJ), which feed into our extensive modelling.
  • Discussion of hot topic issues including how regulatory changes will drive these developing economies
Latest issues

Issue 48 - 27 Nov'20

Iraqi national oil company SOMO plans the creation of a new grade – Basrah Medium – along with changes to the quality of the existing Basrah Light and Basrah heavy streams.

Issue 47 - 20 Nov'20

Asian markets appear exuberant on the promise of Asia crude buying, but the likelihood that utilisation may rise in the region ultimately raises the question of where excess product can be placed in export markets, with the West facing even more significant demand-side pressure.

Issue 46 - 13 Nov'20

The outlook for Asian oil demand remains a mixed bag.

Issue 45 - 6 Nov'20

As news of more refinery closures in Asia emerge, we review the prospect for further consolidation in the region.