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.

May 17, 2022
Oil & Gas
US
Crude
Diesel
Gasoline
India
Europe
Russia
Asia
South Korea
refined products
insights
Refining

Record diesel cracks have fostered supplies, visible in strong exports from Asia, the Middle East and the US. Also Russian diesel exports to Europe are stable at a high level. Accordingly markets are cooling and the focus shifts to gasoline and crude.

May 12, 2022
Oil & Gas
US
Africa
Crude
Diesel
Gasoline
India
Europe
Asia
Freight
South Korea
refined products
insights
Refining

As the global diesel shortage rises, the world looks to Asia's spare refining capacity for additional supplies. In this insight, we assess how much relief Asia can realistically offer in the near-term.

May 12, 2022
Oil & Gas
Fuel Oil
Crude
Diesel
UAE
Gasoline
Saudi Arabia
Russia
Jet Fuel
VGO
Naphtha
OPEC
refined products
Sanctions
Refining

In this insight we shed light on the diverging trends emerging for crude and refined products loadings from OPEC+.

May 10, 2022
Freight
Export
LR2
CPP / Clean
Diesel
Gasoline
Naphtha
Freight
Insight
refined products
MR tankers
LR1
East of Suez

Clean tanker rates in the East of Suez have remained at a high level despite erratic demand in the region. The main driver of this situation lies on the supply side. In this insight we dive into the dynamics behind rates in the East, and link the chain of events to trace the freight rate trajectory.

May 4, 2022
Oil and Gas
Export
Diesel
Gasoline
Europe
Russia
Latin America/South America
Insight
refined products
margins
spare capacity
SPR
Refining

PADD 3 diesel exports surged in April as import demand strengthened from key consumers in Latin America and Europe - the latter seeking to progressively reduce its reliance on Russian supply. PADD 3 exports rose despite stronger domestic diesel demand, once again underlying the growing global competition for diesel.

May 3, 2022
Oil and Gas
Export
Diesel
Gasoline
Europe
Russia
OPEC
Insight
refined products
spare capacity
SPR
Refining

Europe has sucessfully made first steps in scaling back Russian oil imports and resupplying from other sources. But only about one third of the diesel challenge has been managed so far, already leading to record pricing. Global refining is severely constrained.

Mar 30, 2022
Oil & Gas
US
Export
Gasoline
WAF
Europe
Russia
Asia
Middle East
Latin America/South America
PADD 3
PADD 1
Insight
refined products
Windward
East of Suez

As we enter the start of driving season for the Atlantic Basin, we have already seen refined product cracks rise to historical highs in both the US and Asia markets which have boosted global seaborne gasoline loadings to a 24-month record for March. Looking forward, high crude runs in a few selected regions could be the factor to cool gasoline cracks and refining margins somewhat.

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 22, 2022
Event News
Webinar
Crude
China
Oil & Gas
CPP / Clean
Diesel
Russia
Naphtha
Freight
Event News
Tankers
refined products
refinery
inventories

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.

Feb 16, 2022
Oil & Gas
US
Gasoline
Transatlantic
Latin America/South America
PADD 3
Insight
refined products
refinery

As we witness US gasoline cracks moving toward levels matching 2021 highs, a year hit by severe unplanned supply problems and high refined product demand we can expect to see only further limitations to supplies as spring refinery maintenance ramps up across the globe and demand is set to grow for all refined products in a world emerging from the pandemic.

Feb 15, 2022
Oil & Gas
US
Crude
Asia
Insight
refined products
refinery

The global refining industry is facing immense challenges in ramping up runs. With Asia and Europe's refiners entering maintenance season, and current product inventories near historical lows, the market could see more tightness looming ahead.

Feb 8, 2022
Oil & Gas
Import
China
Gasoline
India
Asia
Insight
refined products
SE Asia
oil demand
Refining

The Omicron variant is sweeping through Asia fast and furious. How much impact has it had on Asia's oil demand so far?

Jan 26, 2022
Oil & Gas
Crude
Diesel
Europe
Russia
Asia
LNG
refined products
Sanctions

In this insight we examine the reprcussions and motivations behind Europe and/or the US applying sanctions to Russian energy

Jan 11, 2022
Oil & Gas
Import
Export
Crude
China
Oil & Gas
Diesel
Gasoline
Jet Fuel
Asia
refined products
insights

China issued the first batch of crude import and product export quotas to refiners this year at around 10% and 55% lower than last year’s respectively, signaling its commitment towards further consolidating the refining sector.

Dec 15, 2021
Event News
Webinar
Crude
Oil & Gas
VLCC
Freight
Event News
refined products

In this special webinar, Vortexa’s Market Analysis team came together to analyse where the global markets stand in the road to recovery and what challenges, opportunities and risks are waiting around the corner in 2022.

Dec 9, 2021
Oil & Gas
US
LR2
Crude
Oil & Gas
CPP / Clean
Europe
Russia
Middle East
Aframax
refined products
refinery
Natural Gas

Vortexa analyses competitive advantages of different refining setups and concludes from product export data that refiners in oil producing countries are currently outperforming plants in consuming nations thanks to feedstock costs.

Dec 8, 2021
Oil & Gas
US
Crude
Oil & Gas
CPP / Clean
Europe
Russia
DPP
LNG
refined products
Natural Gas

As geopolitical tensions mount around Russia-US relations, we take stock of the former nation's role in supplying oil and gas.

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.

Nov 20, 2021
Event News
Webinar
Crude
Oil & Gas
VLCC
Event News
refined products

As global market volatility continues to rock America and beyond, Vortexa’s Chief Economist David Wech and Senior Market Analyst Pamela Munger shared their expert insights on Crude and Clean Product supply and demand market dynamics and how to effectively manoeuvre operations to stride ahead of competitors.

Oct 28, 2021
Oil & Gas
US
Fuel Oil
Russia
ARA
Asia
Middle East
refined products
refinery

Fuel oil exports from Russia and other Former Soviet Union nations (FSU) are on track for a weak October, as ongoing refinery maintenance work continues to weigh on production and limits flows to key importers Netherlands, the US and Asia.

Oct 8, 2021
Event News
Webinar
Crude
Oil & Gas
VLCC
Event News
refined products

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.

Sep 23, 2021
Oil and Gas
US
Crude
CPP / Clean
Diesel
Gasoline
VLCC
Freight
OPEC
refined products
refinery

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. 

Sep 22, 2021
Event News
Webinar
Crude
Oil & Gas
VLCC
Freight
Event News
refined products

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. 

Sep 16, 2021
Oil & Gas
China
Diesel
Brazil
Gasoline
WAF
Transatlantic
Chile
STS
Latin America/South America
South Korea
PADD 3
mexico
refined products

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.

Sep 15, 2021
Oil & Gas
China
Gasoline
Asia
Naphtha
South Korea
refined products

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.

Aug 25, 2021
Event News
Crude
Oil & Gas
Event News
refined products

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.

May 2, 2021
OIl & Gas
US
Import
Export
Crude
Diesel
Gasoline
Asia
Transatlantic
Naphtha
Insight
refined products
refinery

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.

Apr 21, 2021
OIl & Gas
US
Import
Export
Crude
Gasoline
Transatlantic
Latin America/South America
PADD 3
PADD 1
Insight
refined products

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.

Apr 12, 2021
OIl & Gas
US
Gasoline
WAF
VGO
Transatlantic
Latin America/South America
PADD 3
PADD 1
Insight
refined products

Vortexa outlines how the the peak in European gasoline loadings destined for the Atlantic Basin will slow and why.

Feb 11, 2021
Oil & Gas
US
Crude
Oil & Gas
CPP / Clean
Diesel
Gasoline
Infographic
Insight
refined products

We put the spotlight on the key US crude and product net flows to watch.

Dec 2, 2020
Oil & Gas
Import
Oil & Gas
CPP / Clean
Diesel
Gasoline
Jet Fuel
France
Insight
refined products

Vortexa sees a marked shift in French clean product flows in the aftermath of the country's recent nationwide lockdown.

Nov 12, 2020
Oil & Gas
Crude
China
Oil & Gas
CPP / Clean
Australia
Diesel
Gasoline
India
South Korea
Insight
APAC
refined products

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.

Oct 20, 2020
Oil & Gas
Crude
China
Oil & Gas
CPP / Clean
Australia
Diesel
Gasoline
India
South Korea
Insight
APAC
refined products

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.

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