Kpler analysts run a cross-commodity session every other Thursday at 13:00 GMT continuing on the Octo, exclusively for clients, looking at: what moved markets last week, what the latest trade flow ...
Q1-27 power in France and Germany has doubled, but mild weather and lower gas burn point to downside. See what Kpler expects ...
Gas will set the tone for European power this winter, but it’s far from the only story. Drought is still weighing on nuclear, hydro and coal availability, while electrification and strong renewables ...
Morebaya loaded 3.78Mt in September, up 17.8% m/m and the highest month since exports began. The weekly series set a fresh ...
Russian refinery crude runs have fallen to around 3.80 mbd in July-to-date, the lowest level in well over two decades, as sustained Ukrainian drone attacks continue to disrupt the country's downstream ...
Wheat exports shift to the Baltic as importers adapt, and El Niño shapes planting. See what Kpler analysts expect for grain ...
After a sharp sell-off in June, CTAs started building long trend-following positions on corn futures at the turn of July. In August, low reported crop tour yields led to production worries, and the ...
Fully long EUA trend positions returned +19% cumulative P&L versus -8% for fully short, as downside moves tend to exhaust ...
UKA max-long trend positions gained 18% since Sep 2023 while max-short lost 26%, as downside moves faded after full ...
Sulphur exports via the Strait of Hormuz remain about 55% of pre-war pace. See Kpler data on supply, Gulf ports, China ...
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