Crack Spread

Cartel collapse and depressive supply shock. The withdrawal of Saudi Arabia and the UAE of OPEC/OPEC+

The simultaneous withdrawal declaration of Saudi Arabia and the United Arab Emirates from OPEC and OPEC+ (April 28-29, 2026) constitutes…

3 semaines ago

Dislocation des marchés raffinés et paradoxe Brent/Gasoil

Le 1er avril 2026, un paradoxe frappe le marché énergétique européen : le prix du baril de Brent est sous…

2 mois ago

Energy lockdown risk dynamics post US-Iran conflict

Multi-engine analysis suggests that the closure of the Strait of Hormuz, leading to a supply shock of 20 Mb/d (20%…

2 mois ago