In this webinar, Vortexa’s Lead Analyst, Serena Huang, China Market Analyst, Emma Li, and Lead Freight Analyst, Arthur Richier, discussed some new opportunities and trading strategies that have evolved as a result of this new oil regime.
Vortexa provides an assessment of the impacts of hurricanes Ida and Nicholas on PADD 3 product and crude flows. Crude imports appear to be in for the greatest impacts.
In this webinar, Vortexa’s Senior Freight Analyst Arthur Richier and Freight Analyst Ioannis Papadimitriou deep-dive into whether optimism for recovery is well-placed, or if market fundamentals are likely to falter and the carefully stacked house of cards is likely to topple.
Latin America has been a key importer of road transportation fuels in 2021. However fundamentals, seasonality and shipping indicators are signaling that the demand pull may be behind us.
With the US driving season having come to an end, a pillar of support also breaks away for Asian gasoline cracks. But regional fundamentals and strong petchem operations are set to keep gasoline cracks supported.
On the 24th August, Vortexa's US Team discussed Vortexa’s proprietary data and utilising it to anticipate what’s next for time spreads, locational arbs and product differentials.
Vortexa outlines how naphtha has had a strong demand recovery but increasing demand for road fuels gasoline and diesel could incentivise refiners to adjust their yields to make less naphtha.
Vortexa outlines how Latin American countries are increasing imports of crude and refined products whilst simultaneously exporting refined products into storage hubs, suggesting an oversupplied region.
Vortexa outlines how the the peak in European gasoline loadings destined for the Atlantic Basin will slow and why.
We put the spotlight on the key US crude and product net flows to watch.
Vortexa sees a marked shift in French clean product flows in the aftermath of the country's recent nationwide lockdown.
Australia’s refining sector has been dealt another blow by BP’s recent announcement to shut its Kwinana refinery in Western Australia, and convert it into an import terminal by early next year.
Australia’s Lytton and Geelong refineries are being threatened with permanent shutdown as the compounding impact of the pandemic on oil demand drags on. We postulate the changes on crude and refined products flows if the refineries shut.