This very big picture piece is summarising key insights from our recent events across crude, products, LPG, LNG and the related shipping markets.
China’s onshore crude inventories reached all-time highs in August, raising the question of whether another wave of stockpiling is on the horizon.
Adani Group's recent ban on sanctioned vessels will reduce Russian crude flows into India in the near-term, particularly at Mundra port.
Russia-India crude flows can rebound to normal levels, contingent on additions to vessel supply of shadow fleet.
July saw a dip in southbound crude via BEM as Red Sea attacks renewed, growing compliance pressures led to selective rerouting.
China recorded another month of strong crude stock builds in May, even as seaborne imports softened: what are the figures telling about its underlying demand?
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