Rates: How to play the US election drama
The half-time review Our two big directional calls for 2024? We predicted lower yields and steeper curves. We’ve seen bouts…
First Senegalese crude cargoes bound for Dutch, German refineries: sources
Senegal’s first ever crude cargoes will supply refineries in the Netherlands and Germany, according to trading sources and ship-tracking data,…
China’s growth drivers are shifting
The half-time review China’s economic developments have mostly proceeded in line with our key calls, notably that we’d see a…
ECB to trim rates in Sept and Dec, risks tilted towards fewer cuts
The European Central Bank will cut its deposit rate twice more this year, in September and December, according to a…
June oil products imports slump to 20-month low of 3 mil mt
China’s oil products imports slumped 33.2% from May to a 20-month low of 2.97 million mt in June, data from…
Caspian Pipeline Consortium raises oil exports by 3% in H1, sources say
The Caspian Pipeline Consortium (CPC), which exports oil from Kazakhstan via the Black Sea, increased oil supplies in the first…
VLCCs to Enter the Argentinian Oil Market
VLCCs could soon enter the Argentinian oil market, which is mainly dominated by smaller sizes. In its latest weekly report,…