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Analysis, news and signed commentary across refined fuels, energy, commodities, markets and shipping.
AnalysisRefined Fuels & Fuel Oil
Analysis of Alkagesta's recent half-year results reveals significant growth and strategic diversification, offering insights into evolving market dynamics for refined fuels and broader energy commodities.
Refined Fuels Partners · 1 September 2026
AnalysisRefined Fuels & Fuel Oil
A recent development sees Alkagesta joining the Argus Open Markets window for European biodiesel, HVO, and UCO, reflecting growing participation in benchmark price assessment processes across sustainable fuels markets.
Refined Fuels Partners · 1 September 2026
AnalysisRefined Fuels & Fuel Oil
Additional blending capacity is reshaping regional availability of very low sulphur fuel oil — and giving buyers a second credible supply option east of Suez.
Editor, Refined Fuels · 28 August 2026
OpinionRefined Fuels & Fuel Oil
Credit terms, not price, increasingly decide who wins the stem. That has quiet consequences for how physical suppliers build their books.
Contributing Columnist · 27 August 2026
AnalysisRefined Fuels & Fuel Oil
The European physical gasoline market experienced significant prompt tightness and a pronounced backwardation structure during August 2026, influenced by a confluence of logistical challenges and structural supply dynamics.
Refined Fuels Partners · 27 August 2026
NewsShipping & Logistics
A fresh round of MR and LR2 orders points to owners planning for structurally longer refined product voyages.
Shipping & Logistics Editor · 26 August 2026
NewsShipping & Logistics
Terminal upgrades are being driven less by volume growth than by the need to keep grades cleanly separated.
Shipping & Logistics Editor · 26 August 2026
AnalysisOil
Regional spreads have re-opened routes that had been uneconomic for much of the previous cycle.
Markets Analyst · 25 August 2026
NewsCommodities
Brokerages are adding coverage where physical flows are growing fastest, rather than where volumes are largest.
Senior Correspondent, Energy · 24 August 2026
AnalysisCommodities
Lenders are cautiously rebuilding appetite for the mid-market, supported by better digital documentation.
Markets Analyst · 23 August 2026
NewsEnergy
The additions narrow one of the practical gaps that has slowed dual-fuel adoption on shorter trades.
Senior Correspondent, Energy · 22 August 2026
AnalysisEnergy
Traders are rebuilding seasonal assumptions as electrification lifts baseline consumption.
Senior Correspondent, Energy · 22 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
AnalysisRefined Fuels & Fuel Oil
Scrubber-fitted tonnage and stable power-sector offtake are supporting high sulphur fuel oil more than many forecast.
Editor, Refined Fuels · 20 August 2026
AnalysisRefined Fuels & Fuel Oil
Off-spec deliveries remain one of the least discussed operational costs in marine fuel supply.
Editor, Refined Fuels · 19 August 2026
NewsShipping & Logistics
Simplified licensing is intended to shorten approval times for suppliers without loosening quality oversight.
Shipping & Logistics Editor · 18 August 2026
NewsShipping & Logistics
Electronic bills and timestamped operations data are reducing the ambiguity that drives most laytime claims.
Shipping & Logistics Editor · 18 August 2026
AnalysisEnergy
The acquisition of a 600MW data centre campus in South Carolina by Vitol's renewables arm highlights a strategic convergence of energy supply and digital infrastructure development, offering a blueprint for scalable, resilient power solutions.
Refined Fuels Partners · 17 August 2026
AnalysisRefined Fuels & Fuel Oil
Analysis from Alkagesta highlights how concurrent logistical challenges in critical waterways are creating significant market tightness, impacting fuel supply chains from Singapore to Northwest Europe.
Refined Fuels Partners · 17 August 2026
AnalysisOil
Grade preferences are moving as refiners optimise for middle distillate yield.
Markets Analyst · 17 August 2026
NewsOil
Investment in hydroprocessing is aimed at meeting tighter regional product specifications.
Senior Correspondent, Energy · 16 August 2026
OpinionCommodities
Screen trading was supposed to disintermediate brokerage. In physical fuel oil, the opposite has happened.
Contributing Columnist · 15 August 2026
AnalysisRefined Fuels & Fuel Oil
A recent performance update from Alkagesta underscores the critical role of disciplined risk management and diversified operations in navigating geopolitical volatility, while signalling strategic growth in key energy and logistics sectors.
Refined Fuels Partners · 15 August 2026
OpinionCommodities
The best desks treat onboarding as a commercial capability, not a compliance chore.
Contributing Columnist · 14 August 2026
NewsRefined Fuels & Fuel Oil
Repeat purchasing by liner operators is turning trial stems into a standing part of the supply mix.
Editor, Refined Fuels · 14 August 2026
AnalysisMarkets
Operators with flexible tank configurations are best placed as forward curves shift.
Markets Analyst · 13 August 2026
NewsShipping & Logistics
Voyage optimisation tooling is moving from experiment to standard equipment on tanker desks.
Shipping & Logistics Editor · 12 August 2026
AnalysisRefined Fuels & Fuel Oil
Import patterns are re-forming around infrastructure that was built for a different trade map.
Editor, Refined Fuels · 11 August 2026
NewsEnergy
Long-tenor contracts are being signed by manufacturers seeking predictable energy costs.
Senior Correspondent, Energy · 10 August 2026
AnalysisEnergy
Institutional capital is taking a larger share of mid-scale terminal and pipeline projects.
Markets Analyst · 10 August 2026
NewsCommodities
A round of senior hires reflects continued investment in physical trading capability.
Senior Correspondent, Energy · 9 August 2026
AnalysisMarkets
Wider survey participation is producing assessments that traders say better reflect executable levels.
Markets Analyst · 8 August 2026
OpinionShipping & Logistics
Barge scheduling and tank turn times matter more to the P&L than most desks admit.
Contributing Columnist · 7 August 2026
AnalysisEnergy
The sale of VGMobility, a significant player in Latin American electric transport, highlights a strategic approach to energy transition investments within the commodities sector.
Refined Fuels Partners · 27 July 2026
AnalysisEnergy
The sale of VTX Energy Partners to Verde Operating Company highlights a strategic move by Vitol, allowing the trading giant to reallocate capital while Verde expands its footprint in the prolific Delaware Basin.
Refined Fuels Partners · 24 July 2026
AnalysisEnergy
A recently finalised 20-year agreement between Vitol and IRH Global Trading highlights the ongoing demand for secure, diversified energy supplies and the strategic importance of long-term commitments in the global LNG market.
Refined Fuels Partners · 25 June 2026
AnalysisEnergy
The latest equity commitment by Vitol to Delfin FLNG 1, coupled with a significant offtake agreement, underscores a strategic move to bolster its position in the evolving global liquefied natural gas market.
Refined Fuels Partners · 4 June 2026
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