Markets

CRUDE TRADES
The Asian Energy Shock: US Naval Blockade and the $2B Pivot Thwart Far East Refiners
The US-led capture of Nicolás Maduro on Jan. 03. has triggered an immediate and severe disruption to Asian energy markets.
January 09, 2026
BIOCRUDES, PYROLYSIS OIL
The 2026 Biofuel Realignment: Europe’s RED III Mandates, China’s UCO Pivot, Malaysia’s Stock Surge, and Indonesia’s B50 Ambition
The global biofuels and waste feedstock markets are undergoing a massive structural shift as of Jan. 2026.
January 09, 2026
FEATURE OF THE WEEK
What’s Next?
As of Jan. 3, 2026, the global energy landscape is undergoing a structural realignment following the U.S. military operation in Venezuela.
January 05, 2026
FUTURES WEEKLY RECAPS
Global Geopolitical Tensions and Supply Surplus Volatility Drive Crude Oil Futures (Dec. 29, 2025 - Jan. 2, 2026)
The final week of 2025 and the start of 2026 saw crude oil markets navigating a complex landscape of stalled peace negotiations, maritime blockades, and a persistent global supply glut.
January 03, 2026
FORECASTS
Uncharted Territories: Multi-Geopolitical Shocks Amid Supply Glut
As of Jan. 4, 2026, the global oil market is navigating a historic
January 03, 2026
OIL PRODUCTIONS NEWSFLASH
OPEC+ Strategic Stability: Navigating Saudi-UAE Friction and a 2026 Supply Glut
The global oil market is at the intersection of geopolitical tension and production policy within OPEC+ as the alliance moves into 2026.
January 03, 2026
OIL PRODUCTIONS NEWSFLASH
Divergent Flows: Surging US Gulf Production Meets Softening Global Demand
The market expects a structural shift in the US energy landscape as 2026 approaches.
January 03, 2026
OIL PRODUCTIONS NEWSFLASH
South American Oil Attractions: Regulatory Reform and Production Milestones in Argentina, Brazil, and Guyana
Driven by aggressive regulatory overhauls in Argentina and massive infrastructure startups in Brazil and Guyana, the region is now a primary driver of global non-OPEC+ supply growth.
January 03, 2026
CLIMATE SCRUTINY
Norway’s Energy Paradox: Rapid Fossil Expansion Amid a 96% EV Sales Revolution
Norway, Western Europe's largest hydrocarbon exporter, entered 2026 navigating a stark energy dichotomy.
January 03, 2026
CRUDE TRADES
Asia’s Strategic Pivot: Navigating Sanctions and Trade Deals in the 2026 Oil Market
Asian energy markets are undergoing a structural realignment as refiners balance the necessity of discounted Russian crude against the diplomatic and economic benefits of American energy deals.
January 03, 2026
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