News & insights

Stay on top of the waterborne oil & gas industry with Vortexa. Our insights share expert information from energy market analysts across the globe.

Apr 27, 2022
Oil and Gas
US
Crude
Europe
Russia
VLCC
Aframax
Insight
Sanctions
Suezmax
oil supply
SPR

US crude/condensates exports to Europe are rising in April as the continent pivots further away from Russian supplies. As exports to Europe rise, so too are volumes loaded onto larger tankers, possibly indicating the start of a longer term trend.

Apr 26, 2022
Oil and Gas
Crude
China
Europe
Russia
Insight
Sanctions
oil supply
oil demand
SPR

Russian crude oil exports are rising strongly in April, adding pressure on oil prices on top of China's Covid nightmare and SPR release. But a number of factors speak for a renewed tightening of markets.

Apr 12, 2022
Oil & Gas
Crude
China
Diesel
India
Europe
Baltic
Russia
Black Sea
VLCC
Freight
Aframax
Insight
refinery
Suezmax
oil supply

In this insight we examine the diverging trends in the flows of Russia's flagship crude grade Urals, when loaded in the Baltics versus Black Sea.

Apr 7, 2022
Freight
Crude
CPP / Clean
Diesel
Europe
Russia
DPP / Dirty
Freight
Aframax
Insight
Suezmax
oil supply

Russian overall oil exports are on a declined path, while crude exports are stable. European resupply needs and volatility/risk are supporting freight rates, while so far we do not see unusual dark shipping activity.

Apr 6, 2022
Oil and Gas
US
Crude
Diesel
Europe
Jet Fuel
Asia
Middle East
Insight
LNG
refinery
oil supply

Growing sanctions on Russia raise the question of re-supply to Europe. We take a look at the Middle East, which based on its size would be promissing, but flow trends suggest otherwise.

Mar 29, 2022
Oil & Gas
Export
Crude
Diesel
Europe
Russia
Asia
Urals
oil price
Insight
refined products
Sanctions
oil supply
oil demand
Ukraine

Russian oil exports are increasingly struggling, given the strong dependence on "unfriendly countries". IEA's call of 2.5-3mbd crude supply losses looks plausible but is at loggerheads with range-bound oil prices.

Mar 15, 2022
Oil and Gas
Diesel
Europe
Russia
Asia
Insight
refinery
oil supply
oil demand

More Russian diesel may stay in European markets than initially thought, even though many buyers are staying away from cargoes for now. But key buyers are making up for this, limiting unusual outflows to Asia so far.

Mar 10, 2022
Oil and Gas
Crude
China
Europe
Russia
Asia
VLCC
Freight
oil price
Insight
refinery
oil supply
oil demand
inventories

As the US and UK join a growing list of trading and refining companies in abandoning Russian oil barrels this week, the repercussions of an increasingly starved global oil market will deal a hard blow on Asia's economy.

Mar 9, 2022
Freight
Crude
Europe
Russia
Asia
VLCC
Freight
Aframax
oil price
Insight
Suezmax
oil supply
oil demand

Following the recent news of sanction placements as well as the oil and freight price behaviour over the past few days, we give a brief update on the fate of crude tanker markets, which looks ominous for shipowners. 

Mar 8, 2022
Oil & Gas
Crude
CPP / Clean
Diesel
Russia
DPP / Dirty
oil price
Insight
Natural Gas
oil supply
oil demand

Oil prices are set to rise strongly, as Russian supplies to the market are getting delayed or cancelled down the line. We try to give an overview on crucial factors for rebalanced the market in unchartered territory.

Feb 10, 2022
Oil & Gas
US
Crude
West Africa
Europe
Russia
Middle East
OPEC
oil price
Insight
oil supply

In this insight, we will drill into the details of export trends among the most important sweet crude producers for the global market.

Jan 19, 2022
Oil & Gas
Crude
OPEC
oil supply
spare capacity
Refining
backwardation
outlook

Global crude liftings are falling short of meeting demand in spite of OPEC+ efforts, and the latest trend is furthermore going in the wrong direction.

Jan 13, 2022
Oil & Gas
Crude
Jet Fuel
OPEC
oil price
oil supply
oil demand
Covid
Refining
inventories
backwardation
outlook

Omicron: pre-emptive supply cuts & resilient demand draw stocks and lift prices

Dec 1, 2021
Oil & Gas
US
Crude
Russia
OPEC
LPG
oil price
refined products
oil supply
oil demand
economy

Total oil and gas seaborne departures rose to record highs in November. We investigate the main contributors and drivers behind the rise.

Dec 1, 2021
Oil & Gas
OPEC
oil price
oil supply
oil demand
SPR
economy

Within a month the oil market has been turned upside down. A wave of seaborne oil & gas supplies emerged in November, helping to cool prices already ahead of Omicron's appearance.

Nov 23, 2021
Oil & Gas
oil price
oil supply
oil demand
SPR
economy

The Biden administration announced today a historical Strategic Petroleum Reserve (SPR) release, but rather than cooling oil prices it led to a spike, at least in the short term.

Nov 18, 2021
Oil & Gas
US
Crude
China
West Africa
Asia
oil price
refinery
Natural Gas
oil supply

Asia’s imports of sweet crude oil are on track to rise sharply in November as the region’s refiners pivot buying activity, at least in part, to minimise elevated desulphurisation costs.

Nov 16, 2021
Oil & Gas
Crude
OPEC
oil price
oil supply
spare capacity

Seaborne crude oil supplies made a step higher in October and early November, as core OPEC+ suppliers hike exports. But this is not necessarily bearish as it exposes a lack of spare capacity.

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