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 5, 2022
Oil and Gas
US
Crude
China
West Africa
Mideast Gulf
Iran
Russia
Insight
refinery
margins
Covid

As China's crude import appetite slows, crude producers are now competing for a smaller pie. Who will be the winners and losers in this race?

Apr 20, 2022
Oil and Gas
US
LR2
Crude
CPP / Clean
Diesel
Europe
Russia
Asia
Middle East
Freight
Insight
refinery
MR tankers
Tonne-miles
inventories

India's diesel exports set a record-high in March, as traders in the west snapped up every available barrel offered in the market. We weigh in on whether this export level is sustainable going forward.

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 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.

Apr 6, 2022
Oil and Gas
US
China
Europe
Jet Fuel
Asia
Middle East
South Korea
PADD 5
PADD 3
PADD 1
Insight
refinery
East of Suez

A jet fuel supply crunch in the US and Europe is drawing long-haul barrels from the East, but supplies are capped at a time when refiners are maximising diesel yields and entering into planned maintenance.

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.

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 1, 2022
Oil & Gas
Fuel Oil
Crude
Diesel
Europe
Russia
Transatlantic
Naphtha
Freight
Insight
refinery
MR tankers
Ukraine
secondary feedstocks

From an oil and shipping point of view, the Russia/Ukraine war may curtail or merely rerout the flows of Russian oil barrels, or even keep them largely unchanged. The importance of diesel may even top crude, with limited alternatives speaking for continued Russian-European trade.

Feb 24, 2022
Oil & Gas
US
Crude
Libya
Gasoline
Europe
Transatlantic
Freight
PADD 3
Insight
refinery
MR tankers
Land storage

European refiners' thirst for light-sweet crudes has propelled sweet crude premiums in recent weeks. As these premiums continue to test historical highs, it raises questions as to whether product prices are catching up fast enough to support this price momentum.

Feb 23, 2022
Oil & Gas
US
Europe
Russia
Asia
Middle East
Freight
Middle Distillates
PADD 3
Insight
Sanctions
refinery
East of Suez

In this insight we analyse the main factors tightening European diesel supplies and driving backwardation to multiyear highs.

Feb 21, 2022
Freight
US
CPP / Clean
Gasoline
Europe
Transatlantic
Latin America/South America
Freight
PADD 3
refinery
MR tankers

How CPP dynamics has shaped the MR freight market on the Atlantic as well as what is in store for the region in the short to medium term?

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.

Dec 22, 2021
Freight
US
Crude
Gasoline
Europe
Freight
Aframax
Vessel Availability
refinery
MR tankers

Transatlantic rates reached an annual high recently, however are now easing. Vortexa is attempting to analyse the reasons behind this decline and whether this trend will resume.

Dec 21, 2021
Oil & Gas
Diesel
Gasoline
Europe
Asia
Middle East
Naphtha
LPG
refinery
petrochemicals

Asian refiners find silver linings in the current market dynamics despite a looming threat from the fast-spreading Omicron variant.

Dec 16, 2021
Oil & Gas
US
Gasoline
Europe
Asia
Middle East
Naphtha
refinery
Natural Gas
petrochemicals
hydrogen

Naphtha flows have seen strong volatility, especially for US sources barrels. Surging European imports and falling loadings are linked to hydrogen economics. The current lack of inflows is boosting cracks.

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.

Nov 23, 2021
Oil & Gas
Gasoline
Europe
Asia
Naphtha
refinery
margins

Asia's gasoline cracks have staged a sharp correction in recent weeks. A shift in regional supply-demand dynamics has been the key driving force behind this.

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 10, 2021
Oil & Gas
Diesel
Europe
Russia
ARA
Asia
South Korea
Singapore
refinery
East of Suez

The global diesel market is tight and refinery supplies are struggling to keep up with rising demand, leading to a draw on inventories across key storage hubs.

Nov 4, 2021
Oil & Gas
Gasoline
Saudi Arabia
Asia
South Korea
Singapore
refinery

Calls on OPEC+ to raise crude supply faster than originally planned may not be the silver bullet some consuming nations expect as Vortexa data shows that OPEC+ sweet crude supplies are not keeping pace with sour barrels.

Nov 3, 2021
Oil & Gas
US
Crude
Gasoline
Non-OPEC
OPEC
refinery

Calls on OPEC+ to raise crude supply faster than originally planned may not be the silver bullet some consuming nations expect as Vortexa data shows that OPEC+ sweet crude supplies are not keeping pace with sour barrels.

Nov 2, 2021
Oil & Gas
Crude
China
Diesel
Floating Storage
refinery
Land storage

China is now facing yet another dilemma of a diesel supply shortage, as the global natural gas tightness and sky-high coal prices are driving factories to turn to diesel power generators amidst rising seasonal diesel demand from other sectors

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 21, 2021
Oil & Gas
US
Diesel
Gasoline
Europe
Jet Fuel
Asia
Naphtha
refinery
margins

Global gasoline cracks are soaring amidst growing market tightness. A cap on gasoline production and high blending costs could see cracks reaching regular 5-year highs this winter

Oct 20, 2021
Oil & Gas
US
Gasoline
Europe
Asia
Naphtha
refinery
petrochemicals

Global gasoline cracks are soaring amidst growing market tightness. A cap on gasoline production and high blending costs could see cracks reaching regular 5-year highs this winter

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. 

Aug 19, 2021
Oil & Gas
US
Crude
China
Oil & Gas
Europe
Non-OPEC
OPEC
refinery
East of Suez

The WTI market is set for structural weakness as rising West of Suez demand is more than offset by drastic policy changes in China and rising Middle Eastern supplies.

Aug 10, 2021
Oil & Gas
Export
China
Oil & Gas
Asia
Video
Insight
refinery

As we witness global naphtha cracks continuing strength since the spring, we can see that seaborne naphtha imports carry on their impressive recovery. Strong flows are expected to continue on the back of firm petrochemical demand East of Suez and European gasoline blending.

Aug 5, 2021
Oil & Gas
Import
Export
Oil & Gas
CPP / Clean
Gasoline
Russia
Naphtha
Freight
Insight
refinery
MR tankers
East of Suez

As we witness global naphtha cracks continuing strength since the spring, we can see that seaborne naphtha imports carry on their impressive recovery. Strong flows are expected to continue on the back of firm petrochemical demand East of Suez and European gasoline blending.

Aug 4, 2021
Oil & Gas
Export
Crude
Oil & Gas
CPP / Clean
Gasoline
Russia
DPP
Insight
refinery

Russian seaborne crude and clean products have undergone a significant decline in July. We examine the key factors driving this shift, including rising pipeline flows and a tightening domestic gasoline market.

Jun 7, 2021
Oil & Gas
US
CPP / Clean
Europe
Asia
DPP
Insight
refinery

May saw arrivals of crude and products in West of Suez surging, while East of Suez markets disappointed across the barrel. There is room for improvement, but low crude activity merits caution. 

May 17, 2021
Freight
Crude
India
Asia
VLCC
Insight
refinery
Suezmax

Vortexa data shows at least 12mn bbl of crude has been delayed in discharging into key ports along India’s west coast, following the arrival of Cyclone Tauktae.

May 6, 2021
OIl & Gas
Crude
China
Diesel
Insight
refinery

China's crude imports have slowed in April. A rebound in Q3 is faced with headwinds as refiners look to draw down their stockpiles amid elevated crude prices.

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 15, 2021
OIl & Gas
US
Crude
China
India
Med
Latin America/South America
Freight
refinery

Vortexa outlines how global crude imports show a slow recovery for refiners.

Mar 17, 2021
Event News
Webinar
Crude
Oil & Gas
Diesel
Gasoline
Asia
biofuels
refinery

Our 'On the road to recovery: Asia's crude and products trade flows in 2021' webinar was hosted by Vortexa Lead Market Analyst, Serena Huang and Product Specialist, Teo Rui Jie on 16 March, who together discussed the outlook for Asia's trade flows and freight markets.

Feb 23, 2021
Oil & Gas
Crude
Oil & Gas
CPP / Clean
Australia
Freight
Insight
refinery

Australia's Altona refinery closure is expected to raise the country's refined product imports, with supplies from Exxonmobil's Singapore refineries. MR tanker freight rates to receive support from additional demand for the route.

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