@Kpler Kpler

Kpler posts on X about oil, crude, market, china the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence countries finance travel destinations stocks currencies us election gaming luxury brands celebrities exchanges

Social topic influence oil, crude #223, market, china, in the, middle east, iran, russia, lng #227, brazil

Top accounts mentioned or mentioned by @amenabakr @anasalhajji @trbrtc @emericdevigan @tradewindsnews @ishan @matt @neng @gillian @frat @american @exxonmobil @sparkcommo @genevadry @cazorf @ftlive @gideonrachman @financialtimes @ft @goldmansachs

Top Social Posts

Top posts by engagements in the last [--] hours

"Kpler is in a unique position to identify the immediate impacts on the commodities markets following the outbreak of COVID-19. Request demo on #OOTT #LNG #LPG #crude http://kpler.com http://kpler.com"
X Link 2020-02-13T10:37Z [----] followers, [--] engagements

"Explore energy futures with Kplers scenario planning tool. Shown below is the impact on German prices if load 10% solar generation 30% gas prices [--]. Enhance your hedging planning and risk management. Book a demo now: #EnergyTransition https://www.kpler.com/request-demo https://www.kpler.com/request-demo"
X Link 2023-07-05T14:30Z [----] followers, [---] engagements

"VLCCs target Atlantic as Saudi Arabia extends cuts Saudi Arabia extends [--] Mbd production cuts keeping the regional balance at a three-year low. Declining exports push VLCCs to the Atlantic but weak Asian demand limits inter-regional trade. #kpler #globaltrade #VLCC #crude"
X Link 2023-07-11T12:48Z [----] followers, [----] engagements

"Improved efficiency in French nuclear plant maintenance Nogent [--] Nuclear Unit will connect to the grid sooner than expected. With an outage initially forecasted for [---] days cut nearly in half could this signal a new era of enhanced efficiency for French nuclear units #power"
X Link 2023-07-12T12:49Z [----] followers, [----] engagements

"US refining outlook is favourable EIA update: Inventory draws signal healthy demand for refined products especially #gasoline (-3.5% YoY). The #US economy (+2.4% YoY GDP) supports refining ops positive margins amid low recessionary fears. #kpler"
X Link 2023-07-31T12:04Z [----] followers, [----] engagements

"The ultimate goal of tracking maritime emissions has long been impeded by data issues quality concerns reporting challenges privacy costs and a lack of solutions. How do leading LNG exporters/importers tackle these and what trends can we anticipate"
X Link 2023-08-24T08:57Z [----] followers, [---] engagements

"Brent-Dubai EFS spread moves to widest discount in almost [--] years While European summer #demand diminishes the EoS #crude markets remain tight as shown by the Brent-Dubai spread at -$0.20/bbl last week. Another round of OSP increases by ME oil producers is likely in October"
X Link 2023-08-29T12:23Z [----] followers, [--] engagements

"Day one at #Gastech is off to an exciting start as our team connects with customers and shares our latest products covering gas & LNG flows shipping power solutions and emissions tracking. Come and meet us at Stand A28. #kpler"
X Link 2023-09-05T10:48Z [----] followers, [---] engagements

"Inflation in India rose to 7.4% YoY in July. India also saw its largest trade deficit in a decade due to higher imports & lower exports including weak #petroleum product shipments down [---] kbd YoY in Q2. Indian petroleum demand is expected to reach [--] Mbd in [----] up [---] kbd YoY"
X Link 2023-09-08T18:21Z [----] followers, [---] engagements

"DDP flow changes shift Aframax fleet An increase in DPP #exports from the Middle East is pushing the EoS market share to new highs. DPP exports from the EoS are closing the gap on WoS flows pulling more Aframaxes East. EoS now at [---] the highest in over two years. #kpler"
X Link 2023-09-11T12:06Z [----] followers, [---] engagements

"The extent of Asias LNG demand growth hinges on China. Kpler Insight expects the country's LNG imports to increase by 7.7% y/y. But domestic #gas production in China and pipeline gas imports could limit growth"
X Link 2023-09-12T15:04Z [----] followers, [---] engagements

"The rest of the world is about to see 3.2% growth in LNG demand partially due to new facilities in Mozambique Indonesia Mexico Congo Senegal and Mauritania. #globaltrade Access Kpler Insights:"
X Link 2023-09-12T15:04Z [----] followers, [---] engagements

"Potential LNG supply disruptions keep global gas market on edge Demand: Clearing typhoon disruption in East Asia boosts #LNG & coal arrivals Supply: Gorgon Wheatstone Freeport & Troll face LNG & #gas supply issues Prices: TTF prices volatile as LNG supply risks unsettle market"
X Link 2023-09-14T13:28Z [----] followers, [----] engagements

"Crude oil update: August saw a dip in Russian #oil exports but the tide is turning Recent 20% oil price surge but #supply dynamics are shifting. Saudi Arabia and Russia cut exports by $80/bbl but risks linger. India's demand could spark more Russian #crude flows. #kpler"
X Link 2023-09-21T12:10Z [----] followers, [--] engagements

"#Russia's temporary ban on #diesel and gasoline exports aim to cool down skyrocketing domestic fuel prices. Kpler expects physical impact to last until mid-October with product pipelines delivering ULSD to Baltic and Black Sea ports halted this morning. #kpler #globaltrade"
X Link 2023-09-22T13:16Z [----] followers, [--] engagements

"The Russian government plays hardball to keep #fuel prices spiralling out of control. Kpler predicts the outcome👇"
X Link 2023-09-22T13:16Z [----] followers, [---] engagements

"Moscow acquiesces on higher damping mechanism payouts (increases the payout index from its current rate of 50%) whilst #oil companies accept stricter oversight over fuel #exports and cool down runaway fuel prices in the short term. More info here:"
X Link 2023-09-22T13:16Z [----] followers, [---] engagements

"Coaltrans Asia is in full swing Our Lead Major Dry Bulks Analyst Alexis Ellender and industry experts discussed the seaborne coal import growth in India & the impact on dry bulk carrier supply. Visit our booth to explore the latest trends in the #coal & #drybulk sectors"
X Link 2023-09-25T14:51Z [----] followers, [--] engagements

"European Gasoil Shortage Update M1-M2 ICE #Gasoil curve surges to $34/t up $4/t in a week amid #supply tightness. Russian barrel absence worsens winter-grade #diesel shortage. Saudi Arabia India Kuwait and the US don't fully meet strict Northern European specs. #kpler"
X Link 2023-10-05T11:34Z [----] followers, [----] engagements

"European power data now available over Kpler API Our new API endpoints are dedicated to the European power markets to enhance data transparency. Available data sets: -Supply (generation) & demand (load) -Country-level & plant-level availabilities & outages -Day-ahead power prices"
X Link 2023-10-11T13:48Z [----] followers, [----] engagements

"Capesize bulk carrier earnings surge On [--] October average #Capesize earnings peaked at $28901/day (highest since May '22). #Kpler data suggests Guinean bauxite shipments may reach a six-month high of more than [--] Mt in October supplemented by West African iron ore chartering"
X Link 2023-10-13T13:53Z [----] followers, [---] engagements

"Recent strong earnings have been driven by the Atlantic market higher demand for Brazilian iron ore Guinean bauxite charters and trans-Atlantic trades. The upturn comes despite reduced Chinese demand due to a national holiday and seasonal thermal coal import softening"
X Link 2023-10-13T13:53Z [----] followers, [---] engagements

"East of Suez MR ton-miles rebound Last month MR ton-miles between Asia and the Middle East approached the April record at 56Bn. Most gains came from more long-haul voyages to Australia Mexico and South Africa. In the West Sept. declined after a summer peak at 75Bn ton-miles"
X Link 2023-10-16T12:54Z [----] followers, [----] engagements

"Introducing our sleek new look Clean modern and powerful designed with YOU in mind. [----] was a game-changer for us and we're thrilled to unveil our fresh identity with a revamped logo that reflects our evolution and core values"
X Link 2023-10-18T08:46Z [----] followers, [----] engagements

"ExxonMobil acquisition could impact US shale production outlook @exxonmobil -Pioneer deal is expected to raise Permian production in the medium term. Growing competition in the Permian Basin/wider #US #shale sector to drive smaller firms to mid-sized &acquired by larger players"
X Link 2023-10-20T10:27Z [----] followers, [----] engagements

"Significant developments are unfolding in the African oil industry as Ivory Coast's Baleine field achieves its first crude oil export less than two years after discovery. Takeaways: -The field's production is expected to reshape the nation's oil landscape boosting supply level"
X Link 2023-10-20T15:41Z [----] followers, 25.1K engagements

"Nigeria boosts OPEC Africa crude exports to multi-year high Nigeria leads increased OPEC Africa exports to nearly [--] Mbd (end of October) supported by Angola Algeria and Gabon marking the highest level since January [----]. Improved Nigerian security cuts oil theft/drives rise"
X Link 2023-10-31T15:12Z [----] followers, [----] engagements

"Market Insight Briefing Dubai takeaways At today's event Jonathan Leitch discussed the #USA and Europe's recessionary pressures Roslan Khasawneh outlined an unexpectedly tighter supply outlook for global #fuel markets and Matt Wright covered the Dark fleet's freight impact"
X Link 2023-11-07T12:22Z [----] followers, [----] engagements

"Brazil battles congestion ahead of anticipated record crop production #Brazil faces unprecedented #portcongestion set to worsen with the anticipated record soybean harvest in January [----] reaching uncharted levels"
X Link 2023-11-10T17:19Z 13.5K followers, 17K engagements

"Kpler Market Insight Briefing NYC guest panellists Castlehook Goldman Sachs and LS Power will join us on [--] Dec. Daan Struyven Andrew Spomer and John Calvaruso CFA will cover factors affecting #oilprices key figures in the [----] #crude market & #supply growth contenders"
X Link 2023-11-20T17:15Z [----] followers, [----] engagements

"Northeast Asia set to remain the premium destination for US LNG in [----] despite lower import needs Japanese #LNG imports face pressure due to nuclear capacity restart impacting LNG sourcing in the Atlantic Basin which supplies 10% of Japan's LNG imports based on #Kpler data"
X Link 2023-12-01T14:27Z [----] followers, [----] engagements

"Based on current netback forward pricing from @SparkCommo Northeast Asia is expected to remain the primary market for #US swing cargoes in [----]. ➡Stay ahead of the markets. Request a demo here:"
X Link 2023-12-01T14:27Z [----] followers, [---] engagements

"Newcastle surged due to disruptions but Atlantic gains are modest. Metallurgical coal demand outside India is soft with Chinese seaborne imports facing competition from Mongolia. Weather threatens coal production and shipping in Australia and Indonesia in December and early Q1"
X Link 2023-12-08T16:08Z [----] followers, [---] engagements

"Asian VLSFO complex sees increased arbitrage inflows; anticipates a supply boost with Kuwait's January exports. Despite a drop in Brazilian flows Asia's arbitrage volumes hold steady supported by a shift in Algerian LSFO exports. This contributes to a rise in the US VLSFO crack"
X Link 2023-12-11T15:29Z [----] followers, [----] engagements

"Global core clean product demand to rise [---] Mbd in [----] A modest increase in #core product demand is expected for the next year projected to rise by approx. [---] million barrels per day (Mbd)"
X Link 2023-12-18T14:46Z [----] followers, [----] engagements

"Kpler Market Insight Forum London returns 🌟 Feb [--] before #IE Week. Insights on [----] #energy markets. Topics: China's moves new #crude sources European refiners' strategies. Save your seat 🎟 #kpler #globaltrade #eventannouncement"
X Link 2023-12-20T09:37Z [----] followers, [---] engagements

"Changing course at least [--] LNG vessels redirect away from the Red Sea Kpler observed eight #LNG vessels diverting from the #RedSea to the Cape of Good Hope due to security concerns in the Bab el-Mandeb Strait incurring additional expenses and delays for key trade routes"
X Link 2023-12-21T13:18Z [----] followers, [----] engagements

"A Qatar-to-Netherlands round-trip voyage typically takes [--] days at $2.2/MMBtu. Opting for the Cape of Good Hope extends the journey by [--] days with an added cost of $0.9/MMBtu per Kpler analysis"
X Link 2023-12-21T13:18Z [----] followers, [---] engagements

"Indian imports of Russian crude oil have averaged [----] Mbd in December down 15% compared to November marking the lowest net total since January [----]. Despite one-third of its oil imports passing through Red Sea India purchased its regular volume of Urals around [---] Mbd"
X Link 2024-01-02T14:23Z [----] followers, [----] engagements

"Kpler launches Tempo days forecast We believe demand-side management is crucial for the future of #energy. While existing solutions like France's Tempo contract encourage reduced consumption with discounted #power for most of the year alerts are available just a day before"
X Link 2024-01-05T16:07Z [----] followers, [----] engagements

"LNG ships are now favoring the Cape of Good Hope for safer passage.Since Jan [--] over [--] vessels including four Qatari cargoes headed for Europe have taken the route instead of the Red Sea. Stay informed with #Kpler for more LNG news and analysis"
X Link 2024-01-18T14:45Z [----] followers, [---] engagements

"#US refiners may eye early maintenance amid an ongoing cold snap with a forecasted [---] kbd reduction in primary distillation capacity to be offline compared to last year. The ripple effect A drag on US #gasoline refining economics"
X Link 2024-01-22T14:59Z [----] followers, [----] engagements

"Libyan crude supply returns as protests end #Libya's El Sharara field resumes production after a temporary disruption between Jan 3-Jan [--]. Total January #crude supply revised to [---] kbd reducing exports to [---] kbd impacting European Med flows"
X Link 2024-01-23T13:58Z [----] followers, [----] engagements

"The Gimi floating LNG plant is back on Senegal and Mauritania's shores returning to the site on January [--] after delays due to site readiness. Ready to liquefy #gas for BP's Greater Tortue Ahmeyim LNG the plant is now aiming for a Q3 [----] launch. #kpler"
X Link 2024-01-25T16:39Z [--] followers, [---] engagements

"India's GDP growth forecast at 6.3% for [----] with equity markets booming. RBI poised to pivot towards a more dovish stance. A year of strong demand for #fuel and #steel production is ahead"
X Link 2024-02-09T16:42Z [----] followers, [----] engagements

"Join Kpler at #Eworld24 next week in Essen Germany. Find us in Hall [--] Stand 2E130 for discussions with our market analysts and live demos of our cutting-edge #power & #gas data products. Plan your visit today & schedule a meeting with our experts:"
X Link 2024-02-14T10:01Z [----] followers, [---] engagements

"Brazil's soybean export season kicks off with a fleet of dry bulk carriers at the ports eyeing the 2nd highest exports on record despite a slight dip in yield"
X Link 2024-02-16T16:17Z [----] followers, [---] engagements

"With a 27% increase in demand driving [----] vessels to move record ton-miles in [----] congestion is expected but less than last year's peak. This surge in soybean exports is set to boost earnings for grain carriers into mid-2024. #kpler #Brazil #Soybean #Shipping #Trade"
X Link 2024-02-16T16:17Z [----] followers, [---] engagements

"Tangguh Train [--] resumes operations after technical issues Tangguh LNG's third train resumed operations on February [--] after a temporary shutdown since February [--] with the second train offline until mid-March. Exports restarted on February 19"
X Link 2024-02-22T15:23Z [----] followers, [----] engagements

"BP cited initial issues with the third train started in September. Around 70% of its [---] million tonnes/year output is booked by Indonesia's PLN with the remaining sold under term agreements with US Chinese Japanese and Korean firms"
X Link 2024-02-22T15:24Z [----] followers, [---] engagements

"Energos Force FSRU is on its way to Stade LNG terminal arriving March [--] Currently offloading at Brunsbuttel this marks Germany's 5th floating #LNG terminal since #Russia's invasion of Ukraine. A significant step in Germany's LNG infrastructure expansion"
X Link 2024-02-29T16:17Z [----] followers, [---] engagements

"Hot on the heels of Deutsche ReGas's announcement of Energos Power reaching Mukran for Phase [--] at Deutsche Ostsee LNG terminal Germany's energy diversification strides forward. These moves are crucial for enhancing Germany's energy security. #kpler"
X Link 2024-02-29T16:17Z [----] followers, [---] engagements

"Woodside preps for a potential tropical #cyclone in Western Australia monitoring a tropical low. No port calls scheduled; its [----] mtpa North West Shelf & [---] mtpa Pluto LNG facilities are on alert. Chevron watches closely managing [----] mtpa Gorgon & [---] mtpa Wheatstone plants"
X Link 2024-03-14T14:22Z [----] followers, [----] engagements

"Despite the lifted tsunami warning two LNG ships KUMUL & DIAMOND GAS ROSE were turned away from #Taiwan's Yung An #LNG terminal after the #earthquake. According to #Kpler data they were scheduled to arrive today. See the screenshot of KUMUL changing its route"
X Link 2024-04-03T13:08Z [----] followers, [----] engagements

"Next ship ASIA VISION is planned to call at Yung An on [--] Apr. Taipower reported that the earthquake caused partial failure of distribution lines &equipment in various places resulting in power outages in some areas.Around 95% of the power supply had been restored to households"
X Link 2024-04-03T13:08Z [----] followers, [---] engagements

"Mild weather amid shoulder season to keep global gas prices down this week Europe: Prices jump amid short-lived unplanned Norwegian outage but loose fundamentals persist"
X Link 2024-04-11T13:49Z [----] followers, [---] engagements

"Asia: Prices to weaken as shoulder season progresses Japan in no rush to build up inventory & South Korea activates a new nuclear reactor US: Fundamentals remain loose as the market shifts to injection season LNG supply: Dampening Qatari volumes while the USGC remains uncertain"
X Link 2024-04-11T13:49Z [----] followers, [---] engagements

"EU-27 LNG imports rebound in April EU #LNG imports rose 9% to [----] mt in April down 12% YoY. US exports grew 12% to 3.84mt. Algeria up 61% to 0.92mt now outpaces Qatar. EU gas stocks hit [--] billion m. Gains in France Netherlands Italy; Spain Belgium saw declines. #kpler"
X Link 2024-05-02T13:18Z [----] followers, [---] engagements

"Thank you to everyone attending our Kpler Power Briefing Breakfast on April 30th in London where @Emericdevigan provided insights into the evolving energy landscape. Find the essential takeaways shared at the event in the threads below 👇"
X Link 2024-05-02T15:57Z [----] followers, [---] engagements

"April's low energy prices in France due to wind/solar. Mild winters shift weather norms challenging standards. Nuclear sector recovers maintains operations. March's capacity constraints in France impact price differences with Germany complicating forecasts"
X Link 2024-05-02T15:57Z [----] followers, [---] engagements

"Kpler expert Alexis Ellender at Geneva Dry Conference At the @GenevaDry Conference Alexis Ellender joined experts from Arrow Lila Global Star Bulk & SwissMarine to discuss the future of seaborne #coal trade highlighting the challenge in forecasting its peak"
X Link 2024-05-07T12:03Z 10.7K followers, [----] engagements

"Despite varied outlooks on #cargo volumes for this decade panellists see a structural decline by the 2030s. Shrinking coal trade impacts #Capesize demand but new trades could offset this. Thanks to the Geneva Dry team for a great event were looking forward to future support"
X Link 2024-05-07T12:03Z [----] followers, [---] engagements

"Malaysia's Bintulu LNG complex restarting after power loss shutdown Malaysia LNG (MLNG) a Petronas unit reported a #power loss at Bintulu at 11:30 PM on May [--]. The cause has been identified and start-up efforts are underway. MLNG confirmed prior optimal efficiency"
X Link 2024-05-14T14:43Z [----] followers, [----] engagements

"Onslow Iron Ore Makes First Shipment Kpler is tracking the first exports from Mineral Resources Onslow #ironore project in Western Australia. We've added the new transhipment zone to our map of dry bulk installations. The Lan Hua Hai arrived [--] km off Port Ashburton on [--] May"
X Link 2024-05-24T14:20Z [----] followers, [---] engagements

"This week two specially commissioned #transhipment vessels loaded over 100k wmt of 58.5% Fe iron ore fines. Three more vessels arriving soon will help ramp up to [--] Mtpa by June [----]. Onslow iron ore will mainly serve project partner Baowu Steel Group in China. #kpler"
X Link 2024-05-24T14:20Z [----] followers, [---] engagements

"France show: breaking records in spot spreads and export volumes Spot spreads between France and Germany are increasing and are expected to continue throughout the summer. France continues as a net exporter to Germany. Since the war in Ukraine spot prices have spiked with France and Germany showing the highest spreads. This week's average spot spread: [--] /MWh (FR-DE) and [--] /MWh (FR-BE). France's spot prices averaged [----] /MWh. France's low prices are due to hydro cheap #renewable imports and low-cost #nuclear production. Meanwhile #France has shifted from importing to exporting with record"
X Link 2024-06-03T15:20Z [----] followers, [----] engagements

"Introducing our Risk & Compliance solution Enhance trade and security risk management with Kplers new Risk & Compliance product. Built upon market-leading cargo tracking data and real-time ship tracking data this solution provides tools for trading and shipping professionals to accurately assess their risk profile associated with sanctions management risks operational risks and more. In order to stay ahead and compliant in fast-moving and globally interconnected markets the best choice is Kpler. Key Features: Perform real-time sanctions checks across OFAC OFSI EU and the UN consolidated"
X Link 2024-06-05T11:40Z [----] followers, [---] engagements

"Our CEO Franois Cazor (@cazorf ) shared exciting updates on our product innovations and the new Risk and Compliance offering with @tradewindsnews during #Posidonia. Kpler is the first company to provide the most accurate risk management solution built on market-leading cargo tracking and real-time vessel tracking data. Key Features: - Perform real-time sanctions checks across OFAC OFSI EU and the UN consolidated sanctions lists. - Verify vessel company associations across multiple ownership layers. - Monitor suspicious activities such as AIS gaps AIS spoofing high-risk port calls and"
X Link 2024-06-07T15:39Z [----] followers, [----] engagements

"Wheatstone platform repairs to be complete in coming weeks Chevron Australia has begun repair work on the Wheatstone Platform with completion anticipated in the upcoming weeks. While Chevron confirmed that it initially expects to resume #gas supply to the Western #Australia market by June [--] the timeline for restarting LNG production remains unknown. Wheatstone's capacity to produce roughly [------] tonnes of #LNG weekly translates to over two [-----] tonne cargoes. Due to the outage it's estimated that around four cargoes might be lost suggesting a shutdown period of about two weeks. This outage"
X Link 2024-06-13T15:45Z [----] followers, [---] engagements

"Crude supply in Namibias Orange Basin could rise above [---] kbd in 2030-2040 #Namibia is poised to be one of the few countries globally that could still see substantial #oil supply growth until [----] transitioning from zero production to becoming a key player in the oil market. The country's oil prospects have brightened with significant offshore discoveries at the Venus Jonker and Graff fields. Led by TotalEnergies the Venus project is expected to commence oil production in [----] targeting 150-180 thousand barrels per day (kbd). This could rise to 360-400 kbd by [----] with the addition of a"
X Link 2024-06-18T15:17Z [----] followers, [----] engagements

"2050 energy mix scenarios: the impact of far-right and far-left governance. This latest whitepaper gives you insight into: - Political energy agendas from RN NFP AfD and BSW. - Long-term #energy mix projections. - Market trends and expert forecasts. - Energy #price implications and volatility. @Emericdevigan and Alessandro Armenia delve into the potential energy futures of #France and #Germany under the governance of far-right and far-left parties and what this might mean for key players in these markets. Download here: #kpler"
X Link 2024-06-24T15:06Z [----] followers, [----] engagements

"Record high for Suezmax and VLCC exports June saw a record [---] kbd of clean products exported with #Suezmaxes contributing [---] kbd. Driven by a rate spread over $30000/day in May owners cleaned up dirty #tankers. LR2 rates hit highs due to #Houthi attacks increasing ton-miles by 42% from Nov to June. July data suggests a slight drop to [---] kbd for Suezmaxes. #kpler"
X Link 2024-07-01T15:11Z [----] followers, [----] engagements

"How does #Israel's attack on #Yemen's Hodeidah port impact the regionOur Head of Oil Analysis Viktor Katona discusses the potential #war risk in the eastern Mediterranean and the broader implications for the #oil market. #kpler"
X Link 2024-07-22T17:22Z [----] followers, [----] engagements

"President #Biden endorses #Kamala Harris who has a tough stance on the oil industry. A #Trump win could boost US drilling and tighten Iran policies supporting oil prices. Bidens withdrawal is a shock to industry observers. Harris may challenge Trump with strong climate and social policies. Trumps pro-oil and anti-EV stance could reshape the #energy landscape. A Trump administration might increase drilling leases and tax incentives but higher #oil prices are needed for new investments. However the impact on production would be small given US oil production currently at a record of [-----] Mbd is"
X Link 2024-07-23T14:07Z [----] followers, [----] engagements

"Venezuelas controversial presidential elections to keep US sanctions in place Tensions remain high in #Venezuela as President Nicols Maduro wins Sundays controversial presidential election. The US and other nations question the legitimacy of the results potentially leading to stricter #sanctions on Venezuelas #oil industry. These measures could impact Venezuelas oil exports creating challenges for the Biden Administration which aims to balance sanctions with keeping domestic oil prices stable ahead of the upcoming #US presidential election. Venezuela remains an important source of heavy sour"
X Link 2024-07-30T12:17Z [----] followers, [----] engagements

"Here's the flaring event detected in satellite thermal imagery on August 1st. Image credit: Copernicus Sentinel data August 1st 2024"
X Link 2024-08-05T15:34Z [----] followers, [----] engagements

"China's soybean imports set to reach new heights in August China's soybean arrivals are projected to hit a record-breaking [--] million metric tons this August underscoring the country's increasing demand for this vital commodity. Brazil continues to dominate as the largest supplier solidifying its role in meeting China's growing needs. Argentina follows contributing [---] million metric tons to this massive inflow. Despite a recent uptick in imports from the US they are expected to fall short of historical levels highlighting a shift in global trade dynamics. Stay ahead of the market. Learn more"
X Link 2024-08-09T12:49Z [----] followers, [---] engagements

"Shifting Hotspots for Ship-to-Ship Transfers of Russian Oil In response to Greece's crackdown on risky #oil transfer activities in the #Laconian Gulf maritime operations have rapidly adapted relocating to new regions like Malta Italy and Western Africa. Despite a 40% drop in cargo volumes since the implementation of Greek restrictions transfer volumes are stabilising as vessels adjust to new regulatory environments. Dive into the full analysis of this significant shift in global oil logistics and discover the emerging hotspots for ship-to-ship transfers post-Greek NAVTEX. Read more: #kpler"
X Link 2024-08-14T12:48Z [----] followers, [----] engagements

"Is it time for the market to reevaluate its geopolitical risk premium Despite strong summer demand #oil prices are bearish due to weak economic data from China Europe and the US. However rising tensions in the Middle East Ukraine and Libya could change the market dynamic. Libya's potential supply disruption removing nearly [--] Mbd has already pushed Brent above $80/bbl. If the shutdown is enforced prices could rise further boosting light sweet crude differentials and tightening the WTI-Brent spread with US exporters potentially benefiting even as Europes demand peaks for the year. Read more"
X Link 2024-08-27T13:56Z [----] followers, [----] engagements

"Soft Chinese demand push iron ore and steel prices down Iron ore and #steel prices fell as Chinese demand remained weak driven by weak economic performance. Global iron ore exports stayed flat in August with Brazil near record highs and Australian exports declining. Struggles in China's manufacturing and property sectors are pushing prices lower with #ironore dropping over 8% on the Dalian Exchange. Meanwhile #coal imports to China and Turkey held firm and U.S. corn shipments to Asia increased. Global #bauxite and nickel trades dipped seasonally but showed year-on-year growth. #Bulk freight"
X Link 2024-09-06T14:00Z [----] followers, [----] engagements

"No Russian Gas Flows via Ukraine in [----] What Are the Options for CEE Countries In Part [--] of our Kpler Insight series Ronald Pinto explores how Central and Eastern Europe can tackle potential gas disruptions in [----]. Key insights: Azeri gas transit options New pipeline sources #LNG projects to replace #Russian supply Why debottlenecking pipelines is critical Read our full analysis on securing the region's #energy future: #kpler #gas"
X Link 2024-09-12T12:42Z [----] followers, [----] engagements

"Seaborne coal imports firmed by [------] tons last week driven by strong demand from key Asia-Pacific regions despite Chinas declining appetite. Turkish coal-fired fleet is running at [---] GW near its theoretical limit and delays in the Akkuyu nuclear plant project will support #coal burn in the coming months. In contrast China's #steel output continues to weaken with production hitting a year-to-date low of [----] Mt/day in late August down from [----] Mt/day in the same period last year. Despite this #ironore imports in August remained firm at [------] Mt driving inventories to [---] Mt the highest"
X Link 2024-09-13T13:23Z [----] followers, [---] engagements

"Update on Red Sea Trade Flow Impacts Recent developments indicate that Houthi attacks in the Bab-el-Mandeb strait are likely to persist well into the foreseeable future causing shifts in global trade routes. The most significant changes have been observed in the seaborne trade of #jetfuel and metallurgical #coal while #crude flows remain less impacted due to increased Russian shipments to China and India. Naphtha flows via the Suez Canal are primarily Russian while diesel volumes are predominantly Saudi (from Yanbu). LNG transits through Suez have halted entirely with the exception of"
X Link 2024-09-25T12:42Z [----] followers, [----] engagements

"At Kpler Power Briefing Breakfast in London earlier this week we explored key insights into the European #power market as winter approaches. Alessandro Armenia Energy Analyst at Kpler highlighted the short-term volatile outlook for gas prices and their role in setting power prices during winter. Amid positive signals from #hydro #renewables and #nuclear the winter outlook presents tightnesses highlighting the need for more hedging as renewables contend with lower profitability and higher volatility. Want to join our upcoming events Engage directly with our power trading experts and analysts"
X Link 2024-09-26T15:01Z [----] followers, [---] engagements

"First commercial LNG cargo for Alexandroupolis is scheduled to arrive on 3-4 October The Alexandroupolis floating #LNG terminal is set to begin commercial operations on [--] October with its first commercial cargo arriving on 3-4 October. While no port calls are listed operator Gastrade confirmed that the first cargo will come from TotalEnergies with Bulgargaz as the buyer. This marks the first of five cargoes Bulgargaz secured through tenders for October to February. Bulgargaz holds a 20% share in the terminal and has reserved capacity for [--] years. #Gas deliveries will be transported via the"
X Link 2024-09-26T15:49Z [----] followers, [---] engagements

"Market shifts in Methanol and Ammonia cargo movements into 2025: Are we heading toward a carbon-neutral alternative As we approach [----] the dynamics within the #Methanol and #Ammonia markets are rapidly evolving positioning these two molecules as crucial players in the energy transition. Their role in the decarbonization of marine fuels is becoming increasingly important as industries look to greener alternatives for shipping. At the same time the rising global demand for sustainable fertilizers highlights the critical need for Methanol and Ammonia to meet #agricultural challenges. With the"
X Link 2024-10-02T16:15Z [----] followers, [---] engagements

"1 to [--] October marked the 12th Energy Markets Forum in Fujairah and we were honored to participate once again as a premier partner. Our team - Abubakr Elsayed Viktor Katona Eva Martincova Yui Torikata Igor Gavri and Islam Al Qaisi - engaged in meaningful discussions and gained valuable insights about key trends in the energy market: Fujairah continues to solidify its role as a global bunkering hub while Dubai is emerging as a major commodity trading center positioning itself to compete with the likes of Singapore and Geneva. Sanctions geopolitical risks and compliance challenges are top"
X Link 2024-10-03T13:45Z [----] followers, [---] engagements

"Chinas stimulus continues to boost iron ore and metal prices Seaborne iron ore exports hit a record [------] Mt in September supported by optimism around Chinas stimulus lifting #ironore and steel prices. Thermal coal imports rebounded to [----] Mt driven by the recovery in deliveries to NE Asia and firm Indian demand stemming from high temperatures and weather-related supply issues. European #coal receipts are set to rise as coal generation increases for winter. Bauxite exports rose to [-----] Mt driven by firm Australian exports. Brazils #grain and #oilseed exports fell to [-----] Mt in September"
X Link 2024-10-04T14:11Z [----] followers, [---] engagements

"How will the outcome of the US election impact global commodity markets Join us on Thursday [--] October 15:00 - 15:50 BST as Kpler partners with the @ftlive to host a crucial webinar discussing the impact of the U.S. #election outcome on global #commodities markets. Will a Trump victory bring more deregulation or could a Harris win reshape alliances and sanctions Our experts will break down the potential shifts in policies trade and political dynamicsand what it all means for commodities in the short and long term. With the US election nearing investors are getting jittery. How will potential"
X Link 2024-10-07T14:30Z [----] followers, [----] engagements

"How will the US presidential election shape global energy markets With geopolitical uncertainty mounting and international tensions high our Head of Oil Analysis Viktor Katona will join Financial Times Chief Foreign Affairs Commentator @gideonrachman and other industry leaders to explore how the upcoming US President could reshape trade policies influence #commodity prices and redefine the global #energy landscape. Hosted by the @FinancialTimes in partnership with #Kpler this webinar will provide vital insights for anyone navigating these turbulent times. Register now to secure your spot:"
X Link 2024-10-09T08:58Z [----] followers, [----] engagements

"Chevron Australia is facing new strike action as Altrad employees who provide industrial and maintenance services began a 14-day protected industrial action today. The workers servicing Chevron-operated Wheatstone and Gorgon LNG export plants are seeking improved wages and allowances aiming for a new enterprise agreement that aligns with industry standards. Despite this Chevron Australia does not anticipate any disruption to LNG or domestic gas production. Mitigations are in place to ensure that critical activities continue without impact the firm said. Last year a 15-day strike had minimal"
X Link 2024-10-10T16:03Z [----] followers, [----] engagements

"Transportation fuels have little in store for Q4 #Refinery margins have shown signs of improvement in early Q4 but caution is still warranted. The prospect of oversupply looms large especially as we see #gasoline markets in the Atlantic Basin constrained by rising supply in Nigeria high inventories and unimpressive demand in key regions like the US and Brazil. In Europe depressed demand and elevated inflows from the Middle East and India should limit any #gasoil recovery while #jet markets face persistent overhangs on both sides of the Atlantic. Despite some optimism in Asia for gasoline the"
X Link 2024-10-15T13:07Z [----] followers, [---] engagements

"Commodity impact of a strike on Iranian export facilities In [----] #Iranian seaborne #crude and condensate exports have averaged [----] Mbd with 97% heading to China. This surged to a six-year high of [----] Mbd in September. While an #Israeli strike on Iranian export infrastructure is unlikely at the moment the potential for such an event has increased. Kharg Island which handles 92% of Irans crude loadings and holds [--] Mb of storage capacity (40% of the country's total) could become a prime target. If Iranian exports are disrupted Chinas private refiners most dependent on Iranian oil may shift"
X Link 2024-10-21T14:30Z [----] followers, [----] engagements

"Meeting OFAC's Latest Requirements on OPC: Kpler's Solution for Risk and Compliance OFAC's new regulation effective yesterday strengthens the Price Cap Coalitions efforts to enhance compliance and disrupt sanctioned trade. This underscores the need for strong due diligence risk monitoring and compliance in the maritime industry. Kplers Risk & Compliance solution offers the tools needed to meet these new #OFAC standards: Sanctions Risk Monitoring: Real-time data on sanctioned vessels and ownership to ensure compliance with OFAC OFSI EU UN G7 etc. Safety & Regulatory Compliance: Track IGP&I"
X Link 2024-10-22T16:17Z [----] followers, [----] engagements

"We are excited to attend the China International Oil and Gas Trade Congress (CIOGTC) in Shanghai on November 8th & 9th Join us to hear our keynote speakers and learn how Kplers data & analytics can help your business mitigate risk and maximize returns. Visit our booth for live demonstrations of our products and see how real-time insights into global #oil & #gas markets can drive smarter decision-making. Dont miss out on what thousands of commodity market professionals rely on every day Book your meeting #kpler #CIOGTC https://www.kpler.com/event/kpler-at-ciogtc"
X Link 2024-10-24T16:45Z 14K followers, [---] engagements

"Yesterday Viktor Katona Head of Oil Analysis at Kpler discussed the impact of the #USelection outcome on global commodities markets in partnership with @FT . As we count down the days before the US presidential elections #Kpler has prepared comprehensive reports diving deeper into this topic. Get the full picture: https://shorturl.at/skUwR https://shorturl.at/skUwR"
X Link 2024-10-25T16:29Z 14K followers, [---] engagements

"BP makes good progress on Greater tortue Ahmeyim FLNG's start-up. BP has announced progress on the Greater Tortue Ahmeyim (GTA) floating liquefied natural gas (FLNG) project during its recent earnings call. All equipment is now in place marking a crucial step towards operational readiness. During the quarter #BP successfully brought in a cooldown #LNG cargo to pre-commission the facility. The British Sponsor LNG tanker arrived at the FLNG plant on September [--] after remaining in close proximity since September [--]. This vessel carried LNG sourced from the [--] mtpa Corpus Christi LNG plant in the"
X Link 2024-10-31T13:00Z 14K followers, [---] engagements

"High-risk Ship-to-Ship (STS) transfers are increasingly concerning particularly in emerging #hotspots such as Khor Al Zubair Singapore's Eastern Outer Ports Limits (EOPL) and Malta Lightering area. These regions are witnessing a rise in operations with #vessels connecting to sanctioned or restricted cargo. Do you want to learn more Download our latest report now: #kpler https://www2.kpler.com/risk-and-compliance-high-risk-ship-to-ship-transfers-whitepaperutm_source=x&utm_medium=organic_social&utm_campaign=commodities_riskandcompliance_whitepaper"
X Link 2024-10-31T16:40Z 14K followers, [---] engagements

"Join Kpler for an exclusive Risk & Compliance Briefing in New York City on November [--] [----] at The St. Regis Hotel. Explore #maritime risks sanctions and regulatory compliance and discover how Kplers solutions can support your efforts to mitigate risks and safeguard your organizations reputation. Seats are limited so we encourage early registration to secure your place. Register now : #Kpler #sanctions https://www.kpler.com/event/kpler-risk-compliance-briefing-new-york-city https://www.kpler.com/event/kpler-risk-compliance-briefing-new-york-city"
X Link 2024-11-05T15:00Z [----] followers, [---] engagements

"Trumps Return Could Shift Dynamics for Russias Sanctioned Arctic LNG [--] Project A second #Trump administration may impact Russias Arctic LNG [--] project which has struggled under Western sanctions. Ana Subasic Market Analyst for #LNG and Natural Gas at Kpler Insight noted Though it is too soon to say for certain Arctic LNG 2's future will likely become entwined with the shifting dynamics of US-Russia relations under a second Trump administration. Trump has previously shown openness to solutions vastly different from current approaches including territorial concessions in the Ukraine to resolve"
X Link 2024-11-07T14:00Z [----] followers, [----] engagements

"Join Kpler for an exclusive Risk & Compliance Briefing in Washington DC on November [--] [----] at The Four Seasons Hotel where our team will discuss the impact of the #US election on #shipping and sanctions. Explore #maritime risks sanctions and regulatory compliance and discover how Kplers solutions can support your efforts to mitigate risks and safeguard your organizations reputation. Seats are limited so we encourage early registration to secure your place. Register now : #Kpler #sanctions #Washington https://www.kpler.com/event/kpler-risk-compliance-briefing-washington-dc"
X Link 2024-11-11T13:00Z [----] followers, [---] engagements

"Kpler is excited to announce the acquisition of Spire Maritime. This expansion will bring our clients unprecedented real-time visibility and insight across global trade markets. By integrating Spire's satellite AIS with our terrestrial network well be providing clients with a more comprehensive view of global vessel movements to support smarter data-driven decisions. https://www.kpler.com/blog/kpler-acquires-spire-maritime-to-enhance-maritime-data-and-analytics-capabilities https://www.kpler.com/blog/kpler-acquires-spire-maritime-to-enhance-maritime-data-and-analytics-capabilities"
X Link 2024-11-13T11:55Z [----] followers, [----] engagements

"Vasant [--] FSRU returns to Turkeys Saros LNG to restart operations after nearly eight months offline The [------] m3 Vasant [--] FSRU has made its return to the Botas-operated Saros LNG receiving terminal in #Turkey for the resumption of LNG import operations after a multi-month hiatus. The unit conducted a ship-to-ship LNG transfer with the Energy Endeavour LNG tanker. According to Kpler data the transfer was completed yesterday and the tanker remains moored next to Vasant [--]. This successful transfer represents the first #LNG receipt at Saros for Vasant [--] since March [--]. Initially deployed at Saros"
X Link 2024-11-14T12:34Z [----] followers, [---] engagements

"Nigerias crude oil production is unlikely to reach [--] Mbd this year with output stabilising between 1.51.6 Mbd. Kplers data shows [----] exports averaging [----] Mbd closely matching #NUPRC reports of [----] Mbd in August and [----] Mbd in September. This consistent range is expected to hold through the end of the year. Challenges such as ageing #oil fields and ongoing divestment by international oil companies like Shell and TotalEnergies continue to limit growth. Projections indicate only modest gains with production expected to rise from [----] Mbd in [----] to [----] Mbd in [----] and peak at [----] Mbd by"
X Link 2024-11-18T14:28Z [----] followers, [----] engagements

"Missed our webinar Available on demand now Last week we hosted an insightful webinar diving into the big question: What does the #Trump presidency mean for the commodity markets With the US election results reshaping the political landscape our expert panel provided a deep dive into how these changes would impact global markets. Heres what we covered: Post-election analysis: What shifts are we seeing in #commodities and equities Trumps economic policies: A breakdown of their potential impact. Commodity spotlight: How will crude oil natural gas copper and aluminium respond 👉 Catch up now:"
X Link 2024-11-20T16:06Z [----] followers, [---] engagements

"BW Singapore leaves Dubai shipyard for Italy ahead of deployement at Ravenna LNG regasification project The BW Singapore floating storage and #regasification unit (FSRU) has set sail for Italy after undergoing extensive repairs and modifications at the DP World Docks shipyard in Dubai. The vessel with a capacity of [------] m3 of LNG had been in the yard since April [--] before departing on November [--]. Currently #offshore Oman BW Singapore is expected to arrive in Palermo on December [--] likely for further checks before continuing to Ravenna. According to Kpler data the #vessel is projected to"
X Link 2024-11-28T15:02Z [----] followers, [---] engagements

"Kpler Cocktail Party in NYC Last week we had the pleasure of hosting the Kpler Cocktail Party in the heart of New York City. Set against the stunning backdrop of the 50th floor at The Ritz-Carlton's Nubeluz the evening was a perfect blend of captivating conversations refreshing cocktails and meaningful connections with our valued partners clients and colleagues. Thank you to everyone who joined us and made the night memorable. We look forward to continuing these conversations and collaborations in the future. #Kpler"
X Link 2024-11-28T17:00Z [----] followers, [---] engagements

"US #crude and condensate production surged to near all-time highs in late November rebounding strongly after earlier disruptions. Key takeaways include: Weekly production rose to [----] Mbd surpassing official September figures by [---] kbd Permian Basin and Gulf of Mexico developments drive growth in December. [----] outlook: Stable output at 13.613.7 Mbd supported by new Gulf projects. EIA data reveals a strong rebound in U.S. crude supply approaching near-record levels with weekly production hitting [----] million barrels per day and further growth expected. Starting with new projects in the Gulf"
X Link 2024-12-03T14:36Z [----] followers, [---] engagements

"North Sea wind offshore effect on European interconnections Fascinating patterns emerged from the North Sea in November. During periods of strong winds the "North Sea wind offshore fleet" showcased its capability to drive cross-border inertia towards southern Europe other than some interesting patterns: Denmark: Strong winds led to approximately 13% of hours with negative residual demand in November. These events resulted in near-zero price formation and significant exports with nearly [--] GW being sent to Germany. Germany: when Denmarks wind exports came Germany turned into a major exporter"
X Link 2024-12-04T14:40Z [----] followers, [---] engagements

"With the current developments in Syria the countrys oil sector faces significant challenges that underscore years of decline and disruption. Once a mature producing area in the Middle East Syrias oil output peaked in the mid-1990s and began declining even before the Syrian Civil War reconfigured oil flows in the country. In the last year before the Civil War started in [----] crude production had dropped to [---] kbd. During that period regions under government control contributed only about [--] kbd while the majorityapproximately [--] kbdcame from areas controlled by Kurdish forces and the US"
X Link 2024-12-09T14:46Z [----] followers, [---] engagements

"Adani's copper smelter-refinery received the first seaborne copper concentrate imports with second shipment already underway Adanis copper smelter-refinery subsidiary Kutch Copper Ltd (KCL) in Gujarat state received the first seaborne copper concentrate imports earlier this week. The Handysize vessel Thomas Selmer discharged [-----] tonnes of Chilean Collahuasi copper concentrate at Mundra Port on [--] December. An additional [-----] tonnes of concentrate from Peru is expected to arrive in January suggesting that Adanis copper unit has made progress in securing raw material supplies. The unit"
X Link 2024-12-12T13:50Z [----] followers, [---] engagements

"LNG Trade Types Now Available We're excited to unveil a powerful new feature that brings greater precision to your LNG trade analysis. Kpler now includes a breakdown by LNG Trade Type allowing seamless navigation through six key categories: Spot: Rapid short-term transactions. Contract: Long-term agreement-based trades. Portfolio: Deals tied to diverse asset portfolios. Flexible: Transactions with adaptable terms or delivery. Group: Consolidated trades by consortia or large entities. Tender: Bids resulting from formal procurement processes. With the ability to quickly split and filter trades"
X Link 2024-12-12T17:22Z [----] followers, [---] engagements

"Since its launch earlier this year Kpler #Risk and Compliance has quickly become an essential tool in our customers workflows helping them evaluate and mitigate risk while ensuring compliance in an era of increasing complexity and deception. Weve recently added a number of exciting new features including advanced filters that enable more precise vessel searches. These updates help speed up the identification of sanctioned vessels owners and cargo as well as vessels flagged for potential management or operational risks. Want to experience the only #screening tool that covers both vessels and"
X Link 2024-12-23T13:09Z [----] followers, [---] engagements

"Real weak Brazilian currency clouds diesel outlook The ongoing weakness of the Brazilian real could continue to limit #diesel imports into January creating challenges for trade flows and shifting market dynamics. US Gulf Coast exports are expected to feel the greatest impact as rising taxes and a stricter biodiesel blending mandate put additional pressure on #Brazils diesel demand and reshape the trade outlook. Stay ahead of the market with Kpler Insight: #Kpler https://kpler.com/product/commodities/insight https://kpler.com/product/commodities/insight"
X Link 2024-12-30T16:08Z [----] followers, [---] engagements

"India's Russian Oil Imports Slow After Months of Growth Indias crude oil #imports rebounded in December yet receipts of Russian barrels fell for the third consecutive month dropping to 31% of the total import slate from a high of 45% in June [----]. The decline of Russian #crude arrivals aligns with falling Russian seaborne exports as higher refinery activity within Russia ramped up domestic crude demand. Meanwhile Chinas refineries have stepped up purchases of Russias Far East grades. For some Indian refiners a shortage of Russian crude could translate into narrower margins as they turn to"
X Link 2025-01-07T13:18Z [----] followers, [----] engagements

"In [----] the Baltic States and Finland were isolated from the core EU #energy grid and fully dependent on Russia and Belarus. Starting from February [----] Latvia Lithuania and Estonia will sever ties with the Soviet-era grid marking a significant geopolitical and energy milestone. Currently the Baltic region is integrated into the broader European #power network is shaped by: Estonia: connected to Finland via two interconnectors EstLink [--] and [--] with a total capacity of [--] GW. Recently EstLink [--] experienced an unplanned outage with Russia falling as the primary sabotage actor. Lithuania: linked"
X Link 2025-01-08T14:17Z [----] followers, [----] engagements

"US sanctions clamp down on Russian oil exports The US Treasury has imposed new #sanctions on companies and vessels involved in Russias #oil production and exports. These measures now impact tankers carrying 42% of #Russias seaborne oil flows primarily to China. While Russias output remains steady for now surging freight costs are narrowing the price gap between Russian crude and non-sanctioned grades. Similar pressures are mounting on Iranian #oil exports with potential US sanctions threatening to cut volumes to [--] million barrels per day. Additionally Russias crude processing is projected to"
X Link 2025-01-10T16:23Z [----] followers, [----] engagements

"Eni to relocate Nguya FLNG vessel for Congo; reaffirms project start-up timing Italys Eni plans to relocate the under-construction Nguya FLNG vessel to a different shipyard without disclosing details for the new location. The vessel is currently at Zhoushan Wison Marine and Offshore in China for topside integration and commissioning Kpler data reveals. The shipyard is one of the latest targets of US sanctions due to its involvement with the Arctic LNG [--] project specifically in the construction and shipment of power generation modules for the plant. Despite this relocation Eni expects no"
X Link 2025-01-16T13:47Z [----] followers, [---] engagements

"Uneven impact of US sanctions sees ESPO freight spike while Urals is less affected Tanker freight for #ESPO has surged due to the uneven impact of recent US sanctions on exports of Russian crude grades. Over 60% of tankers trading ESPO last year were sanctioned on [--] January compared to 19% for Urals. This disparity indicates minimal effects on Russian #crude supply and refining with runs set to ease slightly (150-200 kbd vs pre-sanction projections) and supply remaining somewhat unaffected. Key Takeaways: Freight for ESPO to China has risen more than for Urals in the West as more"
X Link 2025-01-16T14:43Z [----] followers, [----] engagements

"Chinas oil sector and the implications of Trumps return to the White House Chinas increasing dependence on sanctioned crude suppliers particularly Russia and Iran is putting its oil sector at greater geopolitical risk especially as the new #Trump administration in the US promises tougher sanctions. While China's expanded onshore #crude storage capacity provides a buffer against oil price volatility and short-term supply disruptions inventories have seen a sharp decline since mid-December. This trend is expected to continue as #oil prices climb in response to tougher US sanctions targeting"
X Link 2025-01-20T13:17Z [----] followers, [---] engagements

"The end of an era: How Europe is adapting to the halt of Russian gas via Ukraine As predicted by Kpler Insight #gas flows from Slovakia to Austria and Czechia ceased on January 1st. Both countries have increased imports from Germany primarily benefiting from the lifting of the cross-border gas storage levy with flows routed through the Brandov and Oberkappel VIPs. Poland has also halted gas imports via interconnections with Ukraine and Czechia confirming it had been indirectly sourcing Russian gas through Ukraine until the stoppage. Underground gas storage withdrawals in Slovakia Austria and"
X Link 2025-01-20T15:38Z [----] followers, [---] engagements

"2025 Oil Tanker Outlook Amidst Russia and Iran Sanctions Join us on January [--] for an in-depth discussion on the [----] Oil Tanker Outlook hosted by @GoldmanSachs. Oil tanker freight rates have surged significantly this year driven by the latest sanctions on Russia and Iran. However the Gaza ceasefire and the possibility of a peace deal in Ukraine introduce potential downside risks for [----]. Matt Wright Principal Freight Analyst at Kpler will share insights alongside lead experts from Goldman Sachs in a timely conversation about the current risks in the market as well as their views for the"
X Link 2025-01-21T16:43Z [----] followers, [----] engagements

"As French temperatures plummeted to near-zero levels at the start of the second week of January and power demand surpassed the [--] GW threshold Unit [--] of the Emile Huchet coal plant started operations rejoining the French #power mix. This month French conventional coal plants registered a short-run marginal cost (SMRC) between 112-116 /MWh assuming a 33% plant efficiency. However a closer look at the bidding behaviour revealed that Unit [--] was consistently bidding below this threshold. In fact according to our analysis the average bidding price of Emile Huchet unit [--] during mid-January was"
X Link 2025-01-22T15:05Z [----] followers, [---] engagements

"In theory yes but even our January figures continue to change as new data comes out. The crude and condensate balance is based on our supply and demand numbers which are generated from various sources some of them we have not received yet. The Dec [----] estimate you see is also the difference between our estimates for global supply and demand for this period and can be used to imply global inventory changes in the future"
X Link 2025-02-10T17:28Z 10.2K followers, [---] engagements

"US Economic Shifts: Lower Growth Sticky Inflation and Fed Rate Cut Prospects After two years of above-trend growth #markets are beginning to signal concerns. US equities are pulling back long-duration yields are declining and the USD is weakening. Adding to the uncertainty a potential #Trump economic agendafocused on cutting inflation narrowing the trade deficit and reshaping defense burden-sharingraises questions about future economic performance. As a result we have revised our #US GDP growth forecast down by [--] basis points to 2% with risks skewed further to the downside. Meanwhile we"
X Link 2025-03-13T15:25Z 10.4K followers, [---] engagements

"US Economic Shifts: Lower Growth Sticky Inflation and Fed Rate Cut Prospects After two years of above-trend growth #markets are beginning to signal concerns. US equities are pulling back long-duration yields are declining and the USD is weakening. Adding to the uncertainty a potential #Trump economic agendafocused on cutting inflation narrowing the trade deficit and reshaping defense burden-sharingraises questions about future economic performance. As a result we have revised our #US GDP growth forecast down by [--] basis points to 2% with risks skewed further to the downside. Meanwhile we"
X Link 2025-03-14T08:45Z 11.7K followers, [----] engagements

"US airstrikes on Yemen escalate Red Sea tensions threatening crude flows Crude flows via the Red Sea remain down 57% from normal levels as geopolitical tensions intensify further disrupting global #oil trade and driving up costs. Saudi Arabia maintains a competitive edge with most of its crude bypassing the Bab el Mandeb Strait via the East-West Petroline. Meanwhile Basrah cargoes heading to Europe face an additional $23/bbl in freight costs eroding their price advantage in the Mediterranean and Northwest Europe. Freight rates are unlikely to ease without a de-escalation in US-Iran tensions."
X Link 2025-03-18T14:19Z 10.5K followers, [----] engagements

"Arab-Gulf - Europe gasoil flows resilient in March as Red Sea ports offer a strategic bypass Red Sea port activity is gaining momentum with Saudi Arabias Yanbu emerging as a preferred export hub. This shift enables vessels to bypass the Bab el-Mandeb Strait amid renewed security risks helping maintain steady westbound flows. Notably this uptick in exports is unfolding despite up to [------] barrels per day of refining capacity undergoing maintenance in February. The trend is likely to persist with European #gasoil balances expected to tighten sharply reaching a deficit of [----] million barrels"
X Link 2025-03-24T10:03Z 10.6K followers, [----] engagements

"🚀Kpler Chartering is live and its making waves Were pleased to see #Kpler Chartering featured in @tradewindsnews highlighting the launch of our new platform designed to simplify and modernise pre-fixture workflows. Built with input from brokers charterers and shipowners the solution brings together AI-powered email parsing real-time market insights and collaborative tools helping teams work smarter and respond faster in a changing market. This solution fills the space between legacy platforms and the kind of seamless tech-enabled environment users increasingly expect. Shruti Bansal"
X Link 2025-03-28T10:15Z 10.6K followers, [---] engagements

"Traders brace for USDA Prospective Plantings Report On March [--] the USDA will release its Prospective Plantings Report providing the first official survey of [----] spring crop acreage across corn #soybeans and spring #wheat. #Kpler forecasts [----] million acres for corn and [----] million acres for soybeans. These figures are closely watched as they set the foundation for next years balance sheets. Any significant deviation from market expectations can trigger sharp price movements. Last year Kpler estimates closely matched the USDAs published figures reinforcing the value of data-driven"
X Link 2025-03-28T13:58Z 10.6K followers, [---] engagements

"Crude market set for deficit through year-end The global #crude market is set to tighten over the coming months. Despite a temporary surplus peaking at [---] mbd in April the remainder of the year is forecast to average a [---] kbd deficit. Since early February global inventories have risen by [--] million barrels but draws are expected through the summercreating conditions that could support further OPEC+ supply increases. #OPEC+ will gradually begin unwinding production cuts through August but may pause thereafter to avoid oversupplying the market especially with balances already elevated heading"
X Link 2025-03-31T12:34Z 10.6K followers, [----] engagements

"Join us at the CRU World Copper Conference in Santiago Chile April 7-9 [----] We're excited to be part of this premier event at The W Hotel where industry leaders gather to explore the latest trends in the copper market. Our experts will be on-site to walk you through our latest insights including: The latest developments in global supply and demand for #copper concentrates Granular insights for individual mines and smelters Real-time movements of refined copper from Chile to the US 📍The W Hotel Santiago - April 7-9 [----] - Visit us at booth #6 Dont miss this opportunity to enhance your market"
X Link 2025-04-02T15:19Z 10.6K followers, [---] engagements

"Japan eyes Alaska LNG amid US trade tensions With new US tariffs at 24% on Japanese imports Tokyo is looking to balance diplomacy and energy security. One possible lever: Alaska LNG. Japan is exploring investment in the proposed [--] mtpa Alaska LNG project a move some view as symbolic given its long energy ties with the US. Japan first imported LNG from Alaska in [----] and that legacy could support efforts to ease trade tensions under a second Trump term. Go Katayama Kpler Principal Insight Analyst says this could be more than an energy play: Tokyo may be leveraging its engagement as a"
X Link 2025-04-10T06:31Z 10.7K followers, [---] engagements

"Chevron cut off from Venezuelan crude Venezuelan state-owned oil and natural gas company PDVSA has reportedly suspended oil loading authorisations to Chevron intensifying concerns over crude availability in the US Gulf Coast. The move compounds the anticipated supply decline triggered by the Trump administrations revocation of Chevrons waiver originally expected to reduce Venezuelan flows from May onward. Output which averaged [---] kbd in Q1 is now forecast to fall to [---] kbd in April [---] kbd in May and potentially approach [---] kbd by Q4. The US Gulf CoastChevrons primary destination for"
X Link 2025-04-14T16:14Z 10.7K followers, [----] engagements

"BPs Greater Tortue Ahmeyim FLNG venture loads first full cargo The British Sponsor a [------] m LNG tanker has just completed loading the first full LNG cargo from the Greater Tortue Ahmeyim (GTA) floating facility marking a major milestone for Mauritania and Senegals entry into the LNG export market. Kpler data shows that the vessel completed a third ship-to-ship (STS) transfer with the [------] m Gimi FLNG unit between April [--] and [--] lifting [-----] m of LNG. The transfer follows two earlier ship-to-ship loadings in late February and early April bringing the vessels total load to [------] m. The"
X Link 2025-04-17T17:03Z 10.8K followers, [----] engagements

"South32 to restart Groote Eylandt manganese ore exports South32 is preparing to resume manganese ore shipments from Groote Eylandt a major mining hub in Australias Northern Territory. The Stenia Colossus is currently signalling to load from [--] May marking the first export since operations were halted in March following Cyclone Megan. Manganese is a key material in the production of steel aluminium and batteries used in electric vehicles and electronics. The shutdown led to a steep decline in #exports from [----] million tonnes in [----] to just [----] million tonnes in [----]. The return of"
X Link 2025-05-02T13:22Z 13.6K followers, [----] engagements

"Europe sees record stretch of negative electricity prices in April In a striking sign of deepening market volatility Belgium Germany Spain France and the Netherlands recorded more than [--] cumulative hours of negative prices in the day-ahead power market last month. The cause remains consistent: persistently low demand combined with the rapid expansion of solar generation. As seasonal #solar output increases particularly during the summer months the frequency of such pricing events is expected to rise further. While negative prices may seem counterintuitive they underscore growing structural"
X Link 2025-05-21T10:18Z 11.1K followers, [----] engagements

"Join Amena Bakr Head of Middle East Energy & OPEC+ and Homayoun Falakshahi Head of Crude Oil Analysis as they provide analysis in response to the latest OPEC+ meeting. Key topics include: Reviewing and understanding the latest OPEC+ policy move and what that means to the market What drivers will continue to influence OPEC+ policy in the months to come Looking at balances and where oil prices are heading Registration link: #kpler #webinar https://us02web.zoom.us/webinar/register/2117411758191/WN_3rEhknUOSX6FCjPcxUo6vQ#/registration"
X Link 2025-05-28T14:24Z 11.2K followers, 16.2K engagements

"Egypt risks LNG overcapacity this summer Egypts #LNG import capacity is set to triple by July. Yet Kpler Insight projects demand for no more than three FSRUs raising concerns over possible overcapacity. Watch the full story in the video below. Stay ahead of the market with Kpler Insight: #kpler https://www.kpler.com/product/commodities/insight https://www.kpler.com/product/commodities/insight"
X Link 2025-05-29T12:25Z 11.2K followers, [----] engagements

"Hello @MAFouad our base case production assumptions for the summer are around [---] Bcf/d on average expecting that some of the ongoing drilling activities will help boost production very slightly. However we do agree that while four FSRUs may not be strictly necessary this summer outside of severe production losses its certainly the safest choice"
X Link 2025-05-30T13:27Z 11.2K followers, [----] engagements

"Guinea bauxite exports climb sharply Guinea exported [-----] Mt of bauxite in May a 41% rise from a year earlier and one of the highest monthly volumes on record according to Kpler. The strong performance comes despite government measures to tighten control over the mining industry. These include stricter environmental rules and the cancellation of dozens of mining and exploration licences. While exports remain strong for now these changes may reduce investor confidence. Uncertainty could grow further with elections set for December. Stay ahead of the market with Kpler Insight: #kpler #bauxite"
X Link 2025-06-06T12:59Z 11.2K followers, [---] engagements

"GTA LNG export is en route to Europe #BPs Greater Tortue Ahmeyim FLNG has officially launched commercial #LNG operations. Its third cargo the first destined for Europe is en route to Zeebrugge Belgium. The vessel British Contributorloaded nearly [-----] tonnes via two STS transfers.A fourth loading looks imminent with the BP-controlled Seapeak Glasgow holding position nearby. Stay ahead of the market with Kpler Insight: https://www.kpler.com/product/commodities/insight https://www.kpler.com/product/commodities/insight"
X Link 2025-06-12T14:09Z 12.9K followers, [----] engagements

"Oil surges after Israel strikes Iran In a major escalation #Israel conducted a military strike on #Iran early this morning following a US decision to evacuate personnel from embassies in Baghdad Kuwait and Bahrain amid rising tensions. #Kpler had flagged the likelihood of this development a day earlier reporting that Gulf leaders had directly warned Tehran of an impending attack which Iranian authorities appeared to disregard. The rapid unfolding of events has sent #oil prices higher with Brent crude trading above $70 per barrel. Kpler will be sharing more market updates as they unfold. Learn"
X Link 2025-06-13T07:57Z 11.4K followers, [----] engagements

"Oil surges after Israel strikes Iran In a major escalation #Israel conducted a military strike on #Iran early this morning following a US decision to evacuate personnel from embassies in Baghdad Kuwait and Bahrain amid rising tensions. #Kpler had flagged the likelihood of this development a day earlier reporting that Gulf leaders had directly warned Tehran of an impending attack which Iranian authorities appeared to disregard. The rapid unfolding of events has sent #oil prices higher with Brent crude trading above $70 per barrel. Kpler will be sharing more market updates as they unfold. Learn"
X Link 2025-06-13T08:54Z 12.1K followers, [----] engagements

"Breaking news webinar: What does the IsraelIran conflict mean for oil supply As tensions between Israel and Iran escalate the stakes for global oil supply are rising. Join our experts Amena Bakr Head of Middle East Energy & OPEC+ and Homayoun Falakshahi Head of Crude Oil Analysis will examine the unfolding risks and market implications. Well cover: Potential disruptions to Irans oil exports and regional shipping routes The strategic vulnerability of the Strait of Hormuz How OPEC+ might respond amid geopolitical uncertainty Impacts on oil prices in the short and medium term Secure your spot"
X Link 2025-06-13T12:31Z 11.7K followers, 19.2K engagements

"ISRAEL STRIKES IRAN Whats at stake for oil and gas Homayoun Falakshahi Head of Crude Oil Analysis explains how a limited conflict could avoid disruptionbut escalation might hit energy flows hard. Watch the full webinar with experts Amena Bakr Head of Middle East Energy & OPEC+ and Homayoun Falakshahi here: #kpler #oil https://www.kpler.com/webinars/what-does-the-israel-iran-conflict-mean-for-oil-supply-june-2025utm_source=x&utm_medium=organic_social&utm_campaign=Oil_Commodities_ISRAEL_STRIKES_IRAN"
X Link 2025-06-13T16:31Z 12.9K followers, [----] engagements

"Q1 [----] Risk & Compliance update: Sanctions reshape shipping Sanctions-related maritime trade is evolving quickly and so are the risks. In Q1 [----] alone the shadow fleet moved [---] million barrels of crude oil and condensate. Kpler data highlight thousands of trades hundreds of new vessels and growing activity tied to Russia Iran and Panama. The compliance landscape is shifting fast. Check out how this is changing global trade patterns below.👇 Want to explore how Kpler can support your Risk & Compliance workflows #kpler #sanctions"
X Link 2025-06-19T09:56Z 13K followers, [----] engagements

"Middle East Tensions Lift LPG Freight Volatile July Ahead Upside risk to #LPG values is emerging as the ongoing conflict in the Middle East drags on; indeed freight rates have already picked up 20% w/w putting a floor under delivered prices in Asia. A volatile July looms for global NGLs as geopolitical tensions and trade uncertainty reshape flows. Insights first NGLs Weekly flags bullish momentum for ethane as Chinese demand picks up and US exports stabilise. Propane is bearish West of Suez with prices needing to fall further to reengage Chinese buyers. Butane is firm in the US on mixed-cargo"
X Link 2025-06-21T11:14Z 12.9K followers, [----] engagements

"LNG impact of Middle East conflict Kpler LNG principal analyst Go Katayama highlights rising risks to #LNG flows through the Strait of Hormuz and Egypts mounting supply crunch following Israeli strikes and Iranian retaliations. Check the full analysis in the video below 👇 #kpler"
X Link 2025-06-23T18:47Z 13K followers, [----] engagements

"Solar power has expanded faster than any other energy source in history but this triumph has created a costly paradox: on the sunniest days we are now routinely forced to waste clean cheap energy. To navigate this challenge we must pivot from a paradigm of maximising production to one of optimising value. This webinar investigates the growing phenomenon of #solar curtailment: the deliberate shutdown of solar generation a symptom of a power system struggling to absorb its own success and a critical challenge to the future of the energy transition. Key topics for this webinar include:"
X Link 2025-06-26T13:38Z 13K followers, [----] engagements

"Kpler adds 2025-26 gas tariffs Kpler has added [----] #gas transmission tariff data into its European gas product enabling users to estimate future transport costs ahead of Julys yearly capacity auctions. Tariffs are trending higher in Central and Eastern Europe where lower Russian gas flows have reduced network utilisation. In contrast Western European tariffs remain comparatively stable #kpler"
X Link 2025-06-26T16:37Z 13K followers, [----] engagements

"Germanys LNG terminal delay As Germanys Stade LNG terminal remains under review due to unresolved technical issues the Energos Force FSRU will instead serve Jordans Aqaba port this summer. The sub-charter negotiated among Nepco Egas Deutsche Energy Terminal and Energos provides critical seasonal import capacity for Jordan which Egypt can avail of to manage its peak summer power demand. While most of the charter terms are settled some financial elements remain pending. The redeployment underscores the ripple effects of European infrastructure setbacks on global #LNG logistics and highlights"
X Link 2025-07-03T11:21Z 13K followers, [----] engagements

"China eyes Argentine soy meal imports With US-China trade policy still unsettled ahead of an August agreement expiry #China has turned to Argentina the worlds top soybean meal exporter for supply diversification. The Nordtajos voyage marks the first such shipment since the [----] trade agreement and acts as a trial cargo. If unchallenged by Chinese import procedures this move could reduce Chinas need for US soybeans. China has been the largest market for US #soybean exports so the potential for less Chinese demand could lead to heavier #US soybean ending stocks for the upcoming crop year. Stay"
X Link 2025-07-11T10:48Z 13.1K followers, [---] engagements

"Our co-founder and Executive Chairman Franois Cazor joins @Rory_Johnston on the Oil Ground Up podcast to share the story behind #Kpler. The conversation explores the transformative role of real-time data in oil markets and whats next for market intelligence in energy. Listen to the full episode here: https://open.spotify.com/episode/51F5vYif9lDDNiYdTLyrK2si=VJOkulNUS8WUG71IzVXXzg 🎙 NEW PODCAST 🎧 On the latest episode of Oil Ground Up I had the opportunity to speak with Franois Cazor co-founder and Executive Chairman of @Kpler. - how Kpler was born - how it changed oil price formation -"
X Link 2025-07-11T15:28Z 13.1K followers, [----] engagements

"Last week #Kpler participated in the 9th OPEC International Seminar in Vienna where global energy leaders gathered to explore challenges and opportunities across the sector. During a panel discussion Kpler CEO Mark Cunningham highlighted the growing strain #AI places on power systems noting You could be facing something that is the equivalent to the largest unanticipated impact on demand since industrialising China. With foundational AI models accelerating and data centre #energy use surging he cited #China's coal expansion and modular nuclear projects by tech firms as signs of a shifting"
X Link 2025-07-14T09:51Z 13.1K followers, [----] engagements

"LNG Canada accelerates exports LNG Canada has loaded its fifth cargo today marking an accelerated ramp-up in exports. PetroChina which controls the Wudang #LNG tanker becomes the last shareholder to lift its first cargo. With four more tankers signalling imminent calls Kpler Insight has raised July and August export forecasts to [----] mt and [----] mt respectively up from [----] mt and [----] mt. The first train is expected to reach full export capacity by mid-August. Stay ahead of the market with Kpler Insight: #kpler https://www.kpler.com/product/commodities/insight"
X Link 2025-07-17T13:06Z 13.6K followers, [----] engagements

"EU sanctions stir diesel volatility The European diesel market already grappling with tight supplies now faces renewed turbulence following sweeping EU sanctions on Russian-derived refined products. The measures constructive for European crack spreads have sparked still relatively restrained ICE gasoil price reactions considering the implications suggesting some market fatigue. Mediterranean markets could see sharp price moves as Indian and Turkish exporters adjust logistics. The UKs exclusion from the #sanctions further complicates CIF NWE flows signalling more intricate and costly supply"
X Link 2025-07-18T13:49Z 13.2K followers, [----] engagements

"West Africa iron ore exports surge even before Simandou commissioning Western Africa (Mauritania Sierra Leone and Liberia) exported a record [--] Mt of iron ore in the first half of [----] up 34% from a year earlier. The growth precedes the anticipated November [----] commissioning of Guineas Simandou project and reflects momentum from ArcelorMittal Liberia Phase II and Sierra Leones Tonkolili operations. With Simandou set to enter the market the broader West African #iron ore belt is increasingly drawing investor and market attention. #kpler"
X Link 2025-07-21T14:04Z 13.2K followers, [----] engagements

"Speaking with @Amena__Bakr at the OPEC seminar Indias Minister Hardeep Singh Puri projected #crude oil demand rising to [--] million barrels per day by [----]. He underscored affordability energy diversification and Indias expanding role in global demand as central themes. #kpler"
X Link 2025-07-24T15:14Z 13.3K followers, [----] engagements

"Were pleased to announce that our acquisition of Spire Maritime is now complete following the UK CMAs decision to close its investigation and revoke its hold separate order. This milestone accelerates our mission to help the world trade smarter by expanding access to high-quality data driving innovation and unlocking new levels of transparency. As Kpler CEO Mark Cunningham said We stayed confident and worked constructively with regulators throughout. Now were focused on what matters most: turning this data into impact. #kpler"
X Link 2025-07-28T12:54Z 13.3K followers, [----] engagements

"Chevrons Venezuela return reshapes oil Chevrons re-entry into Venezuela marks a turning point in heavy crude markets. With U.S. refiners poised to benefit from renewed supplies and Chinese independent refiners contending with tighter Merey availability global flows are set for realignment. Canadian heavy #crude prices may weaken amid easing tightness particularly in PADD [--]. The move highlights the rapid impact of U.S. policy shifts and raises upside risks to the supply-demand balance in the second half of the year. Stay ahead of the market with Kpler #kpler"
X Link 2025-07-29T14:29Z 13.5K followers, [----] engagements

"Sweetener shift challenges corn sector "Make America healthy again" could weigh heavily on US corn farmers. A shift from high fructose corn syrup to imported cane sugar in beverages like Coca-Cola may reduce domestic corn demand by [--] million tonnes annually in favour of imported sugar. Equivalent to [---] million acres of farmland this change highlights the tension between public health goals and agricultural economics. As #corn prices remain under pressure the policy risks further weakening a key sector of the US farm economy. #kpler #canesugar"
X Link 2025-07-30T13:18Z 13.2K followers, [----] engagements

"Colombia halts coal exports to Israel Colombia has enforced a complete #ban on #coal exports to #Israel ending previous exemptions for long-term contracts. The country shipped [------] tonnes to Israel in [----] all from Puerto Drummond with the last cargo departing on [--] July. The freed-up volumes may weigh on cif ARA prices despite improving coal generation economics in Europe for the coming winter. Markets such as Morocco Turkey and Asia-Pacific could see increased availability at more competitive levels. Stay ahead of the market with #Kpler Insight: http://bit.ly/3JfASo8 http://bit.ly/3JfASo8"
X Link 2025-08-04T10:01Z 13.5K followers, [----] engagements

"Volatile oil prices threaten African energy growth In an interview with @Amena__Bakr at the [----] OPEC Seminar on [--] July NJ Ayuk Chairman of the @energy_african warned that market instability delays final investment decisions and deepens energy poverty across the continent. He emphasized that African upstream projects need at least $80/bbl to remain viable due to higher production costs and limited fiscal flexibility. Ayuk also called for a just #energy transition defending Africas right to use natural gas to power industrialization and homegrown development amid unmet global aid commitments."
X Link 2025-08-05T13:56Z 13.5K followers, [----] engagements

"Energy giants unlikely to accept Putins sanctions bargain President Putins August [--] decree appears to invite Western firms back into Russian #oil and #gas ventures contingent on their lobbying for sanctions relief and funding commitments. Yet analysts at #Kpler Insight suggest that the gesture is unlikely to prompt action from #energy majors such as ExxonMobil or Shell both of whom exited key projects after #Russias invasion of Ukraine. With no ceasefire no clear roadmap for peace and stringent US and EU #sanctions still in place the outlook for renewed Western participation remains bleak."
X Link 2025-08-19T13:28Z 13.7K followers, [----] engagements

"Who is currently exporting and importing the most power in [----] France dominates the European #power export side in [----] averaging an hourly [--] GW of power exported currently followed by Sweden at [---] GW and NL at [---] GW. On the other hand Italy is the country that imports the most in [----] followed closely by the UK. Both countries request [---] GW of electron power every hour on average to its neighbors. Germany has the highest hourly import volumes surpassing [--] GW of imported electrons twice this year one time of which was July 21st. Germany also holds the second highest hourly export volume"
X Link 2025-08-20T10:20Z 13.6K followers, [----] engagements

"Who is currently exporting and importing the most power in [----] France dominates the European #power export side in [----] averaging an hourly [--] GW of power exported currently followed by Sweden at [---] GW and NL at [---] GW. On the other hand Italy is the country that imports the most in [----] followed closely by the UK. Both countries request [---] GW of electron power every hour on average to its neighbors. Germany has the highest hourly import volumes surpassing [--] GW of imported electrons twice this year one time of which was July 21st. Germany also holds the second highest hourly export volume"
X Link 2025-08-20T12:32Z 13.7K followers, [----] engagements

"JoinAndon Pavlov Director of Oil & Tanker Research at the#Kpler APAC Insight Forum 2025on8 September at Marina Bay Sands Singapore as he explores: Middle distillates catching the trade winds amid ample supply constraints Light ends in the crosshairs of geopolitics Margins set to enjoy some calmer waters over the near term This is your chance to gain exclusive insights ahead of APPEC connect with senior market leaders and sharpen your view on the trends that will shape the months ahead. Seats are limited secure your complimentary spot https://okt.to/lX6NbO https://okt.to/lX6NbO"
X Link 2025-08-21T09:51Z 13.7K followers, [----] engagements

"Energos Winter set for Damietta in first half of September Egypts #LNG import expansion is advancing with the expected arrival of the Energos Winter FSRU at Damietta in the first half of September. The vessel currently in Turkey for repairs after deployment to Brazil is under a five-year sub-charter to Egas from New Fortress Energy. Its installation follows the recent deployment of the Energos Eskimo and Energos Power at Ain Sukhna and the Energos Force at Jordans Aqaba terminal to which #Egypt also has access. These additions reflect Egypts efforts to manage domestic gas shortages and"
X Link 2025-08-21T13:06Z 13.7K followers, [----] engagements

"Guineas bauxite dominance faces limits #Guinea has tightened its grip on the global seaborne #bauxite market accounting for 73% of exports in the first seven months of [----]. However despite expected growth in absolute terms its dominance may be capped at around 70% as output ramps up elsewhere. By the end of this decade production expansion across Australia Sierra Leone and emerging exporters such as Cameroon and Guyana could lift non-Guinean export capacity to over [--] Mtpa diversifying global #supply sources. Stay ahead of the market with #Kpler Insight: https://okt.to/jru1Lm"
X Link 2025-08-22T12:00Z 13.7K followers, [---] engagements

"First sanctioned Arctic LNG [--] carrier makes port call in Beihai China The Arctic Mulan laden with #LNG from the sanctioned Russian Arctic LNG [--] project has docked at the port of Beihai in China marking the first time a loaded vessel from the project has called at a LNG import terminal. Arctic Mulan berthed at PipeChina's [--] mtpa regasification terminal in Guangxi on [--] August. At least [--] further Arctic LNG [--] loadings are en route to Asia following US President Donald Trump's high-profile meeting with Russian President Vladimir Putin on [--] August. The arrival of Arctic Mulan could mark the"
X Link 2025-08-28T08:30Z 13.9K followers, 10.1K engagements

"US corn exports face headwinds Despite a bumper #US corn harvest of [---] Mt this year up [--] Mt from [----] export prospects remain subdued. The USDAs estimate of [--] Mt appears overly ambitious with #Kpler's estimate at just [--] Mt. Strong competition from Brazil Argentina and Ukraine along with muted interest from China is expected to dampen demand for US #corn. Downward revisions to USDA exports are likely and reduced demand will add to ending stock. Stay ahead of the market with Kpler Insight: https://okt.to/FLQDd1 https://okt.to/FLQDd1"
X Link 2025-09-04T13:04Z 13.8K followers, [---] engagements

"Which French nuclear plants have modulated the most this summer Spring and summer are always challenging for #nuclear plants. Hot weather brings droughts and low river levels while renewables add another layer of complexity. However as of September [--] #Frances nuclear fleet has produced [--] TWh more than over the same period in [----] thanks to higher availability. Higher availability was possible thanks to steeper modulation activities. Which plants were modulating more this summer Cattenom leads the pack with three of its four reactors at the top followed by Penly and Paluel. These plants are"
X Link 2025-09-17T12:19Z 13.9K followers, [---] engagements

"Forties crude heads East again Forties #crude is set for its first eastbound shipment since July as cheaper prices from oversupply and limited European refining capacity briefly reopened the arbitrage window to Asia. Vitol has fixed the VLCCAzure Novato load mid-October for China marking the first such cargo since one discharged at Caofeidian in September. The grades rare discount to North Sea Dated last seen in May reflects weaker regional fundamentals amid seasonal #refinery maintenance. While freight costs have since narrowed margins the renewed flow highlights shifting global trade"
X Link 2025-09-22T15:30Z 14K followers, [----] engagements

"Typhoon Ragasa disrupts LNG deliveries to China The arrival of Typhoon #Ragasa is causing disruption to #LNG deliveries along Chinas southeast coast forcing one vessel to divert to Thailand and leaving at least six others idling or delaying discharge. Port authorities in Haikou and Xiuying suspended operations on September [--] following a Level [--] typhoon warning. While immediate market effects appear minimal any lasting damage could suppress industrial demand and weigh on prices. Stay ahead of the market with #Kpler Insight: https://okt.to/Ucvw0N https://okt.to/Ucvw0N"
X Link 2025-09-25T10:15Z 14K followers, [----] engagements

"Global crude exports hit a five-year high Saudi Arabia Guyana the US and Russia are driving the surge but with refinery runs slowing tanker demand might be next in line to climb. Matt Smith Head Analyst US at #Kpler unpacks whats behind this momentum in this weeks energy markets update. Tune in to learn more👇 @mattvsmith01"
X Link 2025-10-02T12:27Z 14.2K followers, [----] engagements

"Diesel prices ease amid export surge West of Suez markets are facing record #diesel exports from Asian and Middle Eastern producers as low and stable East/West spreads encouraged #arbitrage flows. This greater supply is now applying pressure on West of Suez prices and cracks. However analysts suggest the softness may not last. With refinery turnarounds in the Middle East to start from October onwards joining accelerating maintenance in the US and Northwest Europe fundamentals remain tight heading into the fourth quarter. Stay ahead of the market with #Kpler Insight: https://okt.to/h9Ly5l"
X Link 2025-10-06T13:53Z 14.2K followers, [----] engagements

"Join Matt Wright Principal Freight Analyst and Panagiotis Krontiras Tanker Freight Analyst for insights into: Crude surplus hits the water but how long will it last USTR port fees take effect Drone strikes and upstream issues weigh on Russian exports Asian cracker turnarounds to depress LR demand MR delivery ramp-up puts pressure on rates Date: Wednesday 15th October Session 1: 8:00 BST 15:00 SGT: Session 2: 9:00 EDT 14:00 BST: https://okt.to/d3PkKv https://okt.to/OWkta1 https://okt.to/d3PkKv https://okt.to/OWkta1"
X Link 2025-10-10T11:00Z 14.2K followers, [---] engagements

"France-Germany power price gap widens The graph below showsaverage hourly day-ahead pricesacross five European #power markets BelgiumGermanySpainFrance andthe Netherlands inSeptember [----]. France has clearlydecoupled from its eastern neighboursduring the evening peaks with almost a150/MWh delta at 19:00and75/MWh delta at 07:00 from Germany. Spains price peak isshifted to 21:00 largely reflectingconsumer behaviour and load patterns Spanish demand tends to peak later in the evening. MeanwhileGermany remains the highest-priced marketfor most of the day whileFrance consistently sits at the bottom"
X Link 2025-10-15T13:38Z 14.2K followers, [----] engagements

"When USDA goes dark Kpler lights the way The US government shutdown has suspended critical #agricultural data: WASDE reports export sales and CFTC positioning. Markets are trading blind but you dont have to. #Kpler S&D models and analysts are up and available to give you the trading-focused balance sheets you need. 📄 Read our latest analysis on what you're missing and how to fill the gap: 📅 October 23rd webinar: Our analysts will show you how to navigate the data blackout and what to expect when reporting resumes. Register: https://okt.to/NtLdcV https://okt.to/D5LY0f https://okt.to/NtLdcV"
X Link 2025-10-16T14:16Z 14.2K followers, [---] engagements

"What's driving the recent surge in copper prices Despite minor supply disruptions these alone don't fully explain the rally in #copper prices. Ivanhoe Mines reported a 7.9% y/y decline in Q1 production and the Cobre Panama #mine's closure added to market concerns"
X Link 2024-05-10T15:00Z 11.6K followers, [----] engagements

"Summit LNG arrives in Bangladesh after repairs Summit #LNG FSRU has arrived in Bangladesh after a five-day journey from Singapore. The vessel departed from the Seatrium Tuas shipyard on [--] July following repairs to its hull damaged during Storm Remal in May. Summit LNG is expected to resume imports soon. The GasLog Geneva LNG tanker is scheduled to arrive tomorrow. Its unclear if it will call at Summit LNG or the nearby Moheshkhali LNG terminal. While Summit LNG underwent repairs Moheshkhali LNG successfully received two cargoes. #kpler"
X Link 2024-07-11T14:35Z 15.2K followers, [----] engagements

"Kpler Global Connect [----] Last week we brought [---] Kplerians from around the world to Barcelona for three incredible days of connection. It was a chance to strengthen our culture spark new ideas and most importantly enjoy time together as a team. A huge thank you to everyone who made this event a success. Our growth is driven by the passion talent and energy of our peoplethis is what makes Kpler truly special. #kpler"
X Link 2025-02-10T15:16Z 10.3K followers, [----] engagements

"The EU has pledged to buy $750bn in #US energy exports over three years. Yet with total EU-27 purchases of US #oil #LNG #LPG and #coal in [----] amounting to roughly $80.5bn our analysts see the $250bn annual target as unrealistic without sweeping market or legal changes. The U.S.-EU energy deal is pure fantasy. Hitting its targets would require rerouting all U.S. oil to Europe or a sixfold jump in LNG imports. As Kplers Arturo Regalado put it the vision exceeds market realities. https://t.co/SpgrUsSUkW #energy #OOTT #oilandgas #WTI https://t.co/Gw8MG1F0Wc The U.S.-EU energy deal is pure"
X Link 2025-07-29T16:52Z 15.7K followers, [----] engagements

"Capesize earnings to rise will iron ore prices slip The third quarter will see a divergence in the #ironore and #freight markets. Increased seaborne iron ore supply is set to lift Capesize vessel earnings supported by bauxite and a temporary reduction in fleet availability. However this same surge in supply will likely weigh on iron ore prices as miners compete for limited demand amid a slowdown in Chinese steel production. Analysts expect robust Capesize returns even as iron ore values face sustained pressure. Stay ahead of the market with Kpler Insight: #kpler"
X Link 2025-08-01T09:00Z 16K followers, [----] engagements

"What if you could see every bulk commodity movement before your competitors do Whether it's high-grade iron ore moving on the Brazil-China trade lane US Gulf petcoke flowingto Asian buyers Indonesian alumina to Middle Eastern smelters or Russian coal and grain exports from Taman #Kpler tracks the entire breadth of the #drybulk trade. Trade flowsdelivering complete transparency on demand Freight analyticsrevealing supply-demand imbalances ahead of the market Insightsproviding you foresight to position confidently Watch our video to see this intelligence in action and experience it yourself."
X Link 2025-09-18T09:03Z 15.5K followers, [----] engagements

"Key coal market themes to watch Our latest Q4 #coal market report examines the major forces shaping thermal and metallurgical coal markets for the rest of the year. What's inside: China's thermal coal collapse: Why the world's largest market imploded and what it means for global pricing. The great met coal redistribution: How steel sector turbulence might create an opportunity for metallurgical coal producers. South Korea's coal renaissance: The unexpected change in import origin preferences are creating entirely new demand dynamics. The coal markets landscape has changed drastically in 2025."
X Link 2025-09-30T10:28Z 14.3K followers, [----] engagements

"Iranian oil tankers resume signalling More than 80% of #Iranian oil #tankers carrying crude have turned on their #AIS signals in the past two days a notable departure from prior opacity. Though the timing has triggered market speculation about potential sanctions relief this is viewed as unlikely. Instead analysts point to Irans legal positioning under revived UN #sanctions a deterrent against seizure and a bid to signal resilience. The shift may also reflect changing enforcement postures in China following the Rizhao Terminals recent designation. Stay ahead of the market with Kpler Insight:"
X Link 2025-10-16T06:51Z 14.8K followers, [----] engagements

"Kpler forecast matches Rio Tinto shipment Rio Tintos Q3 [----] Pilbara #ironore shipments landed at [-----] Mt on a 100% basis precisely in line with Kpler Insights projection published in advance using real-time shipping data. We were also early to identify the extent of the decline in SP10 fines and lump shipments during the quarter. #Kpler Insights forecasts for Rio Tinto's Pilbara iron ore shipments have consistently been around 1% of the volumes reported by the #miner. Our projections for other major iron ore miners show similarly small margins of error. This highlights not only the strength"
X Link 2025-10-17T13:16Z 14.8K followers, [----] engagements

"Europe drives surge in Indian refined product exports Indias refined products now face a bifurcated global demand. Australian imports of middle distillates and #gasoline from India dropped below [--] kbd reacting to geopolitical scrutiny over Russian #crude. Conversely European imports surged in September reaching their highest since December [----] as buyers stockpile supplies in anticipation of the EUs January [----] sanctions on Russian-linked refined products. The result is a distinct two-tier market shaped by diverging geopolitical risk assessments and supply strategies. Stay ahead of the"
X Link 2025-10-20T13:07Z 14.8K followers, [----] engagements

"Japan South Korea LNG stock data Kpler has expanded its #LNG coverage to include inventory data for Japan and South Korea reflecting strong client demand. The new datasets provide monthly updates with Japanese inventories detailed by power and non-power usage and South Korean data offered at a national level. For a forward-looking view of these critical metrics clients can explore additional insights via our Insights product. Stay ahead of the market with #Kpler Insight: https://okt.to/RAU2h4 https://okt.to/RAU2h4"
X Link 2025-10-23T14:32Z 14.8K followers, [----] engagements

"US sanctions jolt Russian oil New US #sanctions targeting Rosneft and Lukoil have fuelled short-term market volatility driving Brent crude up [--] percent. However the broader impact may remain limited. The 30-day grace period is likely to prompt a short-term pickup in Indian buying but shipments of Russian #crude could drop by late November. Chinese refiners have already signalled they are considering a temporary pause in purchases. Freight and gasoil markets may tighten further though global supply chains appear resilient for now. Stay ahead of the market with #Kpler Insight:"
X Link 2025-10-23T17:03Z 15K followers, [----] engagements

"Learn the key market drivers for Australias Energy & Mining sectors in [----] As trade flows shift market dynamics evolve and decarbonization accelerates across the region Australian players are facing new opportunities and challenges. In Perth #Kplers experts will be on-site to break down the latest data insights and trends shaping #Australias role in the global #commodities landscape. Why attend Gain exclusive market outlooks tailored to Australias #energy #gas and #metals sectors Connect with industry peers and key stakeholders across the national supply chain Stay ahead of emerging"
X Link 2025-10-24T07:47Z 14.8K followers, [----] engagements

"Ready to charter smarter Join our "The smarter way to charter"webinar to discover how shipping and maritime trade professionals leverage #Kpler to save time and drive smarter faster decisions. Gain valuable insights into how our proprietary data and automation tools are transforming the #chartering process. Date: Wednesday October 29th Session 1: 8:00 BST 16:00 SGT: Session 2: 10:00 EDT 14:00 BST: https://okt.to/qBMGS2 https://okt.to/Marc1f https://okt.to/qBMGS2 https://okt.to/Marc1f"
X Link 2025-10-27T10:05Z 14.8K followers, [----] engagements

"Excited to announce that #Kpler'sMatt Stanleywill be in Shanghai the 3rd-7th of November and participating in a round table discussion at the COSCO SHIPPING Energy [----] Partner Conference on Tuesday 4th. If you're attending the Shanghai International Convention Center event or will be in Shanghai during this time connect withMatt Stanleyto discuss #arbitrage strategies and market opportunities. With the theme "Navigating the New Energizing the Future" this conference brings together industry leaders to explore pathways for green low-carbon and smart shipping innovation"
X Link 2025-10-28T05:00Z 15.6K followers, [----] engagements

"Our latest view of crude oil arbitrage flows is now available. US #sanctions on Rosneft and Lukoil set the tone this week pushing Dubai into backwardation on the back of stronger demand for MEG alternatives and reopening Atlantic #arbs into the East. Read our full report here: #kpler https://okt.to/QAfZ1y https://okt.to/QAfZ1y"
X Link 2025-10-28T11:00Z 15.1K followers, [----] engagements

"Humans or AI who knows the markets better At #Kpler we put our analysts and Kpler #AI to the test on the Nasdaq Tower in New York City asking both the same market questions. The real winner Our clients who benefit from the perfect blend of human expertise AI precision and the highest quality data. Together we help the world trade smarter. Many thanks to our analysts Julia Santos Matt Smith Laura Page and Reid I'Anson and to our Senior Data Visualisation Designer Craig Taylor who designed the visuals"
X Link 2025-10-29T14:32Z 15K followers, [----] engagements

"Kpler and Exponential Technology have worked together to predict earnings metrics for refiners. Check out our blog to see how we predicted Valero's refining revenue at $30624 against a reported $30415 (in millions) delivering a 0.5% delta. Read more here: https://okt.to/XVriaM https://okt.to/XVriaM"
X Link 2025-10-29T18:09Z 15K followers, [----] engagements

"Powell tempers rate-cut optimism Fed Chair Jerome Powell signalled that a December rate cut is far from guaranteed highlighting divisions within the FOMC. Markets which had priced in a 90% probability of a cut saw odds fall to 60% following his comments. Front-end yields and the US dollar strengthened while equities and gold pulled back. Read the full analysis by @Reid I'Anson: https://okt.to/hHLq7C https://okt.to/hHLq7C"
X Link 2025-10-30T14:16Z 15K followers, [----] engagements

"Ukraine gas flows hold steady November #gas transmission capacity bookings point to stable import flows despite ongoing Russian strikes. Hungary remains the main entry point backed by strong demand and pricing. Poland offers flexibility and Slovakia acts as a balancing route. Route [--] carrying gas from Greece saw its first auction success signalling a new supply dynamic. The west-to-east pull is likely to persist through winter though risks remain. Stay ahead of the market with #Kpler Insight: #TTF #natgas #LNG #ONGT https://okt.to/XdFRlv https://okt.to/XdFRlv"
X Link 2025-10-31T11:53Z 15K followers, [----] engagements

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