AnalysisOil
Refining margins and the quiet return of product arbitrage
Regional spreads have re-opened routes that had been uneconomic for much of the previous cycle.
Markets Analyst · 25 August 2026
Analysis · Geneva
Markets Analyst
Sofia analyses pricing, spreads and freight economics across refined products and dirty tanker routes.
AnalysisOil
Regional spreads have re-opened routes that had been uneconomic for much of the previous cycle.
Markets Analyst · 25 August 2026
AnalysisCommodities
Lenders are cautiously rebuilding appetite for the mid-market, supported by better digital documentation.
Markets Analyst · 23 August 2026
AnalysisMarkets
Longer voyages continue to absorb tonnage, keeping clean and dirty rates in a narrower band than owners expected.
Markets Analyst · 21 August 2026
AnalysisOil
Grade preferences are moving as refiners optimise for middle distillate yield.
Markets Analyst · 17 August 2026
AnalysisMarkets
Operators with flexible tank configurations are best placed as forward curves shift.
Markets Analyst · 13 August 2026
AnalysisEnergy
Institutional capital is taking a larger share of mid-scale terminal and pipeline projects.
Markets Analyst · 10 August 2026
AnalysisMarkets
Wider survey participation is producing assessments that traders say better reflect executable levels.
Markets Analyst · 8 August 2026
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