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Insights

Notes from the Desk

Short pieces on the corridors we trade, the regulation that shapes them and what the physical data is showing.

Coming soon

Low Carbon Feed and the Refinery Gate

Why co processing bio oil inside existing refinery units reaches compliant fuel markets faster than dedicated capacity.

Coming soon

Reading Floating Storage

What satellite measurement of floating crude and LNG inventory shows that reported stock levels do not.

Coming soon

Clearing the Cold Chain

Veterinary certification and cold chain integrity as the real barrier to entry in specialized protein corridors.

Coming soon

Basis Risk Across Gas Benchmarks

How weather load modeling informs positioning between Henry Hub, TTF and Asian spot.