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Latest Reports and Analysis

Latest Analysis / Short-term Global Oil Service

Fuel Oil Foresights #93 - Will the divergence in VLSFO and HSFO cracks continue in 2H 2022?

Published: 2 June, 2022

Highlights:

Price Outlook: VLSFO cracks should ease from July through 3Q with the return of refineries post-spring maintenance and higher supplies in China. Cracks are then expected to increase in 4Q as the refining system tightens again amid rising seasonal demand and increased LSFO burning in North Asia for ...

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Previous Issues

April 18, 2024

Fuel Oil Foresights #138 - VLSFO cracks to rise as exports from Al-Zour dry up, but downside risks loom

April 4, 2024

Fuel Oil Foresights #137 - Bullish outlook for VLSFO relative to the forward curve but bearish for HSFO in May-July

March 21, 2024

Fuel Oil Foresights #136 - We are more bearish than the forward curve for HSFO in May to July

March 7, 2024

Fuel Oil Foresights #135 - Downside expected for VLSFO cracks in April before a rebound in May

February 20, 2024

Fuel Oil Foresights #134 - We remain more bearish than the forward curve for VLSFO in March and April

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Latest Reports and Analysis

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