@SpartaCommo SpartaSparta posts on X about market, singapore, arb, sparta the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence countries 34% finance 19% travel destinations 7% stocks 1% exchanges 1%
Social topic influence market 16%, singapore 15%, arb 13%, sparta 10%, in the 9%, iran 8%, arbs 7%, level 6%, products 6%, dubai 5%
Top accounts mentioned or mentioned by @ngcanalyst @junegohsparta @wsj @guardian @spartafreight @bloomberg
Top posts by engagements in the last [--] hours
"FFA prices dont move in isolation. Our freight whitepaper reveals an arbs-driven model to forecast Forward Freight Agreements across key shipping routes - helping you spot price moves before they happen. Inside youll get: How arbitrage margins signal FFA price changes Key routes & data shaping our forecasts Back-tested performance showing potential trading opportunities 📩 Download the full whitepaper now: #oott #ffa #commodities #tradingstrategy #whitepaper https://hubs.li/Q0424pVM0 https://hubs.li/Q0424pVM0"
X Link 2026-02-09T09:06Z [----] followers, [---] engagements
"Big thanks to everyone who joined ourSparta Insights Webinar: [----] outlook for the oil market. MoreOPEC Atlantic Basin and Venezuelan barrelsare set to reshape crude diffs and keepcomplex refining margins supported with limited new capacity and a tightening US West Coast. Key takeaways: Crude: Light-heavy diffs widen incentivizing refineries to switch to a heavier diet Light Ends: Bullish EBOB spreads and gas-nap this quarter Freight: Aframaxes/LR2s to continue from strength to strength Diesel: bearish HOGO and HO from here Jet: Asian jet weakness feeding global jet weakness Fuel Oil: More"
X Link 2026-01-29T13:15Z [----] followers, [---] engagements
"Fuel Oil Market Flash: VGO and Resid are not getting so much love anymore in the Atlantic Basin with Venz being taken up VGO continues to soften across the Atlantic Basin with USG traded ICE + [--] and NWE flat to +1 Iraqi straight run diffs firmed and with expensive Smax freight and stronger [---] cracks the better stream now looks unworkable into the USG Shift in sentiment partly attributed to Venz being taken up by refiners across the Atlantic boosting supply of molecules within the system for conversion and also from a big turnaround season in both USG and Europe Replacement combination of WTI"
X Link 2026-01-30T08:53Z [----] followers, [---] engagements
"Distillate Market Flash: Regrade slides pull jet West arbs wide open; Europe premia hit yearly lows - March Singapore regrade continues to decline with the March Jet E/W weakening in tandem. - European jet premia in both NWE and the Med have started to follow now printing their lowest levels of the year. Due in large part to low demand as buying season has not started yet. - While March NWE jet CIF spreads have found a ceiling over the past week NWE jet CIF differentials have only begun to top out over the last few days. - With regrade and Jet E/W softening all Asian-origin jet arbs are now"
X Link 2026-02-04T12:56Z [----] followers, [---] engagements
"Iran headlines. India crude. Gasoline contango. In the latest episode of Trade with Conviction the team breaks down Iran-driven risk premium swings to growing pressure on Indias Russian crude imports. This episode breaks down whats noise and what actually matters for price. 🔎 Inside this episode: Iran talks flipped oil from war premium to peace trade - then straight back again. India reducing Russian crude feels inevitable but the timing is everything. If Russian barrels fade Middle East crude is first in line to replace them. Gasoline contango is offering near-term upside while quietly"
X Link 2026-02-05T15:13Z [----] followers, [----] engagements
"Prompt gasoline is tightening but the curve is doing the warning for you. With maintenance around the corner and storage + arb signals flashing Philip Jones-Lux argues the trade is clear: buy the prompt strength now. But fade the deferred spreads as contango pressure shifts into Q2. A setup every gasoline trader heading into IE week should have on their radar. Philip breaks it down on Trade with Conviction. 🎙 Full episode: ✅ Try Sparta free for [--] days: #oott #gasoline #arb #contango #trading https://signup.sparta.app/"
X Link 2026-02-10T09:22Z [----] followers, [---] engagements
"Distillate Market Flash: LA jet softens on El Segundo hopes but a wide E/W and HOGO keeps the door open - LA jet premia have dropped to their lowest level since mid-December potentially foreshadowing the imminent restart of the El Segundo refinery. - At the same time March Singapore regrade has climbed back close to its seasonal highs. - Despite weaker LA pricing the March Jet E/W is near its highest seasonal level in at least eight years (excluding 2024) while the March HOGO swap has widened again to its highest seasonal level since [----]. - As a result jet arbs from North and Southeast Asia"
X Link 2026-02-10T12:24Z [----] followers, [---] engagements
"Feb GO E/W tightened by $9/mt in just one week. Call made: [--] Jan at $41.75/mt By [--] Feb the spread rallied to $32.75/mt. What Sparta flagged: All diesel arbs into Singapore were shut LR2s from AG/WCI pointing firmly West GO E/W at its widest seasonal level in 8+ years The structure was stretched. The reversion came fast. See the full story here: Start your 30-day trial: #diesel #gasoil #tradingstrategy #commoditymarkets #oott https://signup.sparta.app/ https://www.spartacommodities.com/sparta-in-action/how-sparta-flagged-the-singapore-go-e-w-tightening-early/"
X Link 2026-02-11T12:39Z [----] followers, [---] engagements
"🌊 Sparta x Tideform: Expanding Access to Real-Time Marine Fuel Data Weve deepened our collaboration with Tideform the definitive source of maritime fuel pricing and operational insights. Sparta users can now accessTideforms continuously updated bunker spot and forward (FPP) prices not just inside the Sparta platform butdirectly via API through the Sparta Data Marketplace. That means seamless integration greater transparency and the flexibility to connect real-time bunker data to yourown systems models and workflows. From500+ ports worldwide Tideforms trusted data is now powering faster"
X Link 2025-10-16T11:15Z [----] followers, [---] engagements
"48 Hours Away 🚨 The countdown is on. Just [--] days until Spartas oil market outlook webinar. 🔴 Q4 oil outlook: Glut refinery bottlenecks and trades poised to win 🔴 🗓 Wednesday [--] October [----] 14:00 UK / 15:00 CET / 21:00 SGP 👉 Last chance to register: #oott #oilandgas #commoditytrading #fintech #trading https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025 https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025"
X Link 2025-10-20T08:00Z [----] followers, [---] engagements
"You should be trading. Not reconciling spreadsheets. Not asking why the arb moved. Not waiting for prices to align across tools. Sparta gives you one live aligned view of the market. Futures swaps physical and freight. Curated insights and context behind every move. Llive arbs blending refining margins all in one place. With Sparta you can: ✔ Apply your assumptions directly to live curves ✔ Test forward scenarios for arbs freight and blends ✔ Share views and logic across your desk instantly Desks using Sparta report: More speed. More clarity. More conviction. And ultimately better trades. See"
X Link 2025-10-20T14:12Z [----] followers, [---] engagements
"24 Hours Away 🚀 Tomorrows the day. Dont miss Spartas live Q4 oil outlook webinar. ✅ Oversupply trends ✅ Refining bottlenecks ✅ Trade ideas - and the risks that could flip them 🗓 Wednesday [--] October [----] 14:00 UK / 15:00 CET / 21:00 SGP 👉 Register here: #oott #oilandgas #commoditytrading #fintech #trading https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025 https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025"
X Link 2025-10-21T08:00Z [----] followers, [---] engagements
"🤖 Sparta Assist is your new always-on AI copilot built right into the platform. Not good at delivering recipes for cheesecake (we had to try Customer Success has a great one if youre interested). But you can ask it anything from How do I create a custom portfolio step by step to "What conversion factors are used in the platform Structured answers sourced from Spartas live data and expert commentary. And if you need more it hands off to a real human with full context carried over. Fast answers right where you work. 📈 And its just one of the new features now live across Curves Knowledge"
X Link 2025-10-21T14:21Z [----] followers, [---] engagements
"Were live in [--] hour 🔴 Spartas Q4 oil outlook webinar 🔴 📊 Glut refinery bottlenecks and trades poised to win 🗓 [--] October [----] 14:00 UK / 15:00 CET / 21:00 SGP 👉 Join us live: #oott #oilandgas #commoditytrading #fintech #trading https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025 https://my.demio.com/ref/Vp3oG8KUuEFbq28Lutm_source=utm-link-generator&utm_medium=social&utm_campaign=webinar_oct2025"
X Link 2025-10-22T12:00Z [----] followers, [---] engagements
"Thank you to everyone who joined Spartas oil outlook webinar today. Our oil analytics team broke down the key dynamics shaping Q4: The market is hesitant to price deep contango at the prompt when onshore OECD inventory isn't building strongly. E/W oil pricing is mostly telling us about relatively healthy supply in the key short markets with some exceptions. Brent on average should stay relatively weak vs Dubai this quarter depending of course on how geopolitics plays out. WTI/Brent is liable to stay at relatively wider levels than we have seen over H1 assuming the market really is long as"
X Link 2025-10-22T15:20Z [----] followers, [---] engagements
"300+ new dirty freight routes. Broader coverage. Sharper benchmarking. Sparta now gives you the most complete view yet of global crude and fuel oil flows so you can run voyage economics with confidence and position ahead of the market. More context. Better calls. Stronger trades. 👉 Explore whats new in Sparta: #dirtyfreight #voyageeconomics #globaloilflows #marketintelligence #tradewithsparta https://www.spartacommodities.com/insights/podcast-us-china-tensions-re-ignite-at-a-bad-time-for-oil/ https://www.spartacommodities.com/insights/podcast-us-china-tensions-re-ignite-at-a-bad-time-for-oil/"
X Link 2025-10-23T08:00Z [----] followers, [---] engagements
"Markets are reacting fast to the new U.S. sanctions on Rosneft and Lukoil. Sparta Knowledge is breaking down the ripple effects across products and regions. : E/W has widened in favour of Europe but arbs still point East to a tight Asian market. Offshore WAF makes for an interesting alternative ahead of the EU's molecule ban. : Risk on for Dubai but our data also shows West-East crude arbs have been cracked wide open. : Timespreads spiked the E/W hit fresh peaks above $35/mt and Asian buyers now face tighter supply as sanctioned flows could dry up. Spartas analysts are following every shift"
X Link 2025-10-23T11:40Z [----] followers, [---] engagements
"🔴 Sanctions hit.Don't miss the Sparta teams take on what this means for the oil market. The latest episode of Trade with Conviction breaks down US sanctions on Russian entities and how traders from Dubai to India are reacting. Risk is rising spreads are shifting and Europes diesel imports face new pressure. 🔍 Inside this episode: Risk rally has most legs in Dubai as Indian refiners plan to react immediately with trade deals on the line. E/W spreads rally in favour of key short markets. Naphtha arbs East remain wide open. European diesel now faces multiple risks to imports at least on paper."
X Link 2025-10-23T14:53Z [----] followers, [---] engagements
"🌍 Crude markets are shifting again. Timespreads have swung back into backwardation trade routes are reopening and Asias refiners from China to India are recalibrating fast. Available to Sparta Knowledge subscribers our latest commentary looks at whats driving the reversal from Chinese teapots import limits to the surge in AG premiums and renewed WAF and WTI arbitrage opportunities into the Far East. 📊 Spartas analysts are following every shift from trade flows to spreads giving you the real story behind the price in real time. 👉 Start your free 30-day trial of Sparta Knowledge:"
X Link 2025-10-27T14:18Z [----] followers, [---] engagements
"🛎 The Final Bell: Houston Commodities Wrap-Up Were heading to Houston to close out the year in style. Join us as we look back on a year thats seen its share of market swings supply shifts and price surprises and share perspectives on what [----] might hold for energy metals and agricultural markets. 📍 Loft18 Houston [----] Edwards St Suite [---] Houston TX [-----] 🗓 Tuesday December 2nd [--] to 7pm (GMT-6) 👉 #oott #trading #festivedrinks #fintech #houston https://luma.com/y6udrn8c https://luma.com/y6udrn8c"
X Link 2025-10-27T17:00Z [----] followers, [---] engagements
"Tomorrow The13th CTA Association Annual Conferencetakes placeat the Mandarin Oriental Hotel Geneva. Were proud to share thatour Chief Strategy Officer Stephanie Trabia will join as a keynote panelist. With 20+ years in commodities and leadership across digital transformation Stphanie will bring her perspective to this years theme:the Energy Transitionand its impact on trading logistics and finance. Sparta is a sponsor of this event alongside BRS Shipbrokers Trade Data Monitor LLC SOCAR Trading and S&P Global Commodity Insights. Expect a dynamic forward-looking discussion that will inspire"
X Link 2025-10-28T09:00Z [----] followers, [---] engagements
"Spartas Data Marketplace gives you datasets you cant get anywhere else. Proprietary and third-party oil trading data. Already cleaned validated and ontology-mapped. Structured forward curves linking physical and financial markets exactly as your desk trades. Spot open arbs instantly. Validate forward curves in seconds. Test what-if scenarios and see the impact in real time. 👉 Explore the Sparta Data Marketplace and everything new at Sparta: #DataMarketplace #CommodityTrading #OilMarkets #EnergyData #OilTrading https://hubs.li/Q03QmP8w0 https://hubs.li/Q03QmP8w0"
X Link 2025-10-28T13:01Z [----] followers, [---] engagements
"In this weeks Trade with Conviction Rachel Phil and James cut through another whirlwind week in oil markets. From Lukoils asset fire sale and CPC exemptions to OPECs pre-meeting suspense the team unpacks how sanctions refining margins and global diesel strength are shaping sentiment heading into year-end. Phil dissects crudes split personality WTIs premium into Europe versus value in Asia and explains why MEH needs to soften is the weeks most important crude takeaway. James returns from Sicily with a bullish distillate outlook breaking down how new Russian sanctions tight refining runs and"
X Link 2025-10-29T17:18Z [----] followers, [---] engagements
"🍸 Two weeks until we meet in Singapore In two weeks well gather at Barouv Rooftop for Novembers for new ideas. Decembers for the holidays. Join us for an evening of drinks good conversation and a look back at [----] before the year winds down. 📍 Barouv Rooftop The Scarlet Hotel Singapore 🗓 Thursday November 13th [--] to 9pm Save your spot 👇 👉 #oott #trading #festivedrinks #fintech #singapore https://luma.com/event/manage/evt-sRgesCTHeeVApoi https://luma.com/event/manage/evt-sRgesCTHeeVApoi"
X Link 2025-10-30T06:00Z [----] followers, [---] engagements
"Earlier this week our CEO Felipe had the honour of presenting at the Commodities Innovation Awards in Geneva recognising the builders and visionaries reshaping our industry. Congratulations to this years winner Argos Inspection and Technologies for their outstanding contribution to advancing technology in commodities. A huge thank you to Ampersand World for the invitation. Sparta is proud to be part of a community that celebrates innovation entrepreneurship and progress. #CommoditiesInnovationAwards #CommoditiesTrading #Innovation #Sparta"
X Link 2025-10-30T09:55Z [----] followers, [---] engagements
"Were heading to Singapore Sparta will be joining the Financial Times Commodities Asia Summit on [--] December where the industrys most influential voices meet to discuss how global fragmentation is reshaping commodity markets. Were proud to have June Goh and Tom Gorenbar Peled representing Sparta on stage - bringing insight into how data transparency and regional shifts are redefining how commodities are traded and priced. 📍 ParkRoyal Collection Marina Bay Singapore 🔗 Learn more #ftcommodities #spartacommodities #commoditiesasiasummit #energymarkets #tradeflows"
X Link 2025-11-03T11:17Z [----] followers, [---] engagements
"Understand instantly how any crude or freight route is priced with our Crude Signals Dashboard. Whether you're trading physical paper or freight Crude Signals gives you: ✅ Instant clarity on whether a grade or TD route is over under or fairly valued ✅ Global and regional rankings across 80+ grades and routes ✅ Real-time visibility into dislocations and positioning shifts ✅ Signals built from over [--] months of historical trading relationships Find out more about our Crude Signals Dashboard: #oott #data #trading #crude #freight"
X Link 2025-11-04T09:00Z [----] followers, [---] engagements
"🛢 Strengthening diesel & gasoil market intelligence. Weve strengthened our long-standing collaboration with Nicks srl led by Nicol Plaja one of the most respected voices in the middle-distillates space. Building on years of close cooperation this formalised partnership brings Nicks srls diesel & gasoil insight into the Sparta product suite giving users faster reads and sharper positioning in volatile markets. Learn more: #partnership #oilmarkets #diesel #gasoil #marketintelligence https://www.spartacommodities.com/company-news/sparta-and-nicks-srl-partner-on-diesel-gasoil-intelligence/"
X Link 2025-11-05T11:00Z [----] followers, [---] engagements
"🚨 Peak fear or just a pause The crude market is shifting again - sanctions anxiety is easing freights on fire and Chinas buying playbook is being rewritten. In the latest episode of Trade with Conviction Rachel Neil and June break down how traders are navigating a market thats steadying after turbulence but still brimming with opportunity. 🔍 Inside this episode: Have we passed peak fear on sanctions Why Chinese refiners should lock in more term barrels. Freight rates surge: is the VLCC boom here to stay Refining margins skyrocketing - how long can it last 👉 Listen now: 💬 Have a view on"
X Link 2025-11-06T14:42Z [----] followers, [---] engagements
"Join us next week at Barouv Rooftop for Novembers last and best chance to connect before the year winds down - finishing [----] on a high literally with drinks and conversation overlooking the Singapore skyline. 📍 Barouv Rooftop The Scarlet Hotel Singapore 🗓 Thursday November 13th [--] to 9pm RSVP now 👉 #oott #trading #festivedrinks #fintech #singapore https://luma.com/q5jbens9 https://luma.com/q5jbens9"
X Link 2025-11-07T09:00Z [----] followers, [---] engagements
"Crude analysts this ones for you. Our Crude Signals Dashboard gives you a clear way to back trader calls with hard signal not just sentiment. You get [--] months of historical context plus a live valuation for every grade and TD route all in one view. ✅ Validate calls in seconds 📊 Track trends and value shifts in real time 📈 Build conviction into your longer-term views Explore our Crude Signals Dashboard: #oott #data #trading #crude #commodities https://hubs.li/Q03Sm5rt0 https://hubs.li/Q03Sm5rt0"
X Link 2025-11-10T11:10Z [----] followers, [---] engagements
"Crude analysts this ones for you. Our Crude Signals Dashboard gives you a clear way to back trader calls with hard signal not just sentiment. You get [--] months of historical context plus a live valuation for every grade and TD route all in one view. ✅ Validate calls in seconds 📊 Track trends and value shifts in real time 📈 Build conviction into your longer-term views Explore our Crude Signals Dashboard: #oott #data #trading #crude #freight https://www.spartacommodities.com/releases/product-updates-october-2025/ https://www.spartacommodities.com/releases/product-updates-october-2025/"
X Link 2025-11-10T12:00Z [----] followers, [---] engagements
"Sparta has been recognised in the [----] MAD Landscape under theFinancial & Alternative Datacategory.🚀 Thanks to FirstMark for the recognition. Were pushing hard to redefine what oil trading intelligence looks like and its great to see that momentum getting noticed. Were in strong company too. Congrats to S&P Global Nasdaq Tegus and all the other teams named this year. #financialdata #alternativedata #oott #trading #data"
X Link 2025-11-10T14:50Z [----] followers, [--] engagements
"Your [----] freight strategy won't be made in a back office. Join our freight party. One week until the Sparta x E.A. Gibson Shipbrokers Ltd Freight Party where the sharpest minds connect to define what drives freight and what moves markets. 📅 Thursday [--] November 📍 The Clarence London 17:3022:30 🔗 Request to join: #freightanalytics #shippingmarkets #tradinginsights #oott #london https://luma.com/ndtkrx9a https://luma.com/ndtkrx9a"
X Link 2025-11-13T09:00Z [----] followers, [---] engagements
"🍷 Trading Views & Holiday Brews: Geneva Energy Wrap Up Before the holidays begin were bringing the trading community together for one last evening of connection and conversation in Geneva. Join us for Trading Views & Holiday Brews as we reflect on the year thats been exchange market perspectives and raise a glass to whats ahead in [----]. 📍 Chez Bacchus Cr de Rive [--] Geneva 🗓 Thursday December [--] [--] to 9pm CET Spaces are limited. Request your invite below 👇 #oott #trading #festivedrinks #geneva https://lnkd.in/erg4eqeB https://lnkd.in/erg4eqeB"
X Link 2025-11-13T12:02Z [----] followers, [---] engagements
"From @WSJ with comments fromJames Noel-Beswick Commodity Owner at Sparta: Ukrainian drone strike lifts crude pushing WTI back above $60 as supply-risk premium returns. Diesel finds support;James Noel-Beswicksays middle distillate inventories remain tight into winter despite more Middle East heavy crude contributing to heavier crude slates. US output hits a record [-----] mb/d even with fewer rigs keeping supply pressure elevated. Geopolitical bounces aside OPEC/IEA still see a sizeable [----] surplus capping rallies. Read the full #oott #oilandgas #commoditytrading #trading #WSJ"
X Link 2025-11-17T11:01Z [----] followers, [---] engagements
"🚢 New partnership milestone with Gibson. Weve expanded our multi-year collaboration to deliver broker-sourced fuel oil freight rate data directly through Sparta. E.A. Gibson Shipbrokers Ltds high-signal freight rate intelligence now flows straight into Spartas platform and API giving fuel oil desks deeper transparency faster context and the forward view they need to act with conviction. And tomorrow we meet the market in London. 📍 November [--] Our first Sparta Gibson event brings traders brokers and analysts together for a data-driven look at freight dynamics and fuel oil fundamentals. Read"
X Link 2025-11-19T17:43Z [----] followers, [---] engagements
"A huge thank you to everyone who joined us last night for some early Christmas cheer at theSparta x E.A. Gibson Shipbrokers Ltd Freight Party. Were always keen to bring the freight analytics community together - and last night was a great reminder of why. Were already looking forward to the next one 🚢 #freightanalytics #shippingmarkets #tradinginsights #oott #commodities"
X Link 2025-11-21T12:00Z [----] followers, [--] engagements
"North Sea grades were being forced east Forties diffs were hit hard and opened up arbs. Physical is now recovering for the moment 📈 June Goh explains what traders should watch: rising North Sea supply quality shifts pulling 40s lower and why Brent may finally be finding a floor on an arb basis. These are the signals that move flows - and move the market. 🎙 Full episode: Try Sparta free for [--] days: #oott #oilmarkets #brent #wti #crude #tradewithconviction https://signup.sparta.app/"
X Link 2025-11-25T12:55Z [----] followers, [----] engagements
"There are few better ways to close the year in Geneva than over a glass of wine with the people who move this market. Join us next Thursday at Chez Bacchus for an evening with the Geneva oil trading community. Good wine good company and market chatter off the screens. 📍 Chez Bacchus Cr de Rive [--] Geneva 🗓 Thursday December [--] 69pm CET RSVP while spots last 👇 👉 #oott #trading #festivedrinks #geneva https://lnkd.in/erg4eqeB https://lnkd.in/erg4eqeB"
X Link 2025-11-27T09:03Z [----] followers, [---] engagements
"Sparta Market Flashes are now live on X. 🚀 Free expert signals you can act on instantly. Key moves shaping the market. Clear reads on arbs flows and freight. Real-time updates built to trade on. Follow us on X to catch them as they drop: #commodities #oott #tradinginsights #marketsignals #Sparta https://hubs.li/Q03W6fwz0 https://hubs.li/Q03W6fwz0 https://hubs.li/Q03W6fwz0 https://hubs.li/Q03W6fwz0"
X Link 2025-11-28T11:50Z [----] followers, [---] engagements
"James Noel-Beswick Commodity Owner at Sparta writes in a distillate Market Flash: Broker sources report asharp drop in NWE diesel premia overnight withCIF ARA MR diesel premia down more than $15/mt. This move aligns with thebearish tone in ICE GO spreadsseen over the past week. As a result theUSGC MR ULSD arb into Europe for January arrival has closed further nowshut by more than $15/mt. The shift has also pushedAG/WCI ULSD LR2 arbs marginally East over Europeagain (the over $10 /mt narrowing of the GO E/W over the last week is important here also) though barrels remainworkable into New York"
X Link 2025-11-28T12:08Z [----] followers, [---] engagements
"Spartas December Trading Update is live packed with insights from our oil and refined products experts. Crude Market: Brent and WTI fighting to clear into Asia as physical premiums collapse and supply stays heavy. Gasoline Market: USGC poised to supply the Americas Europe leaning on WAF arbs and Asia pricing tightness with China uncertainty. Naphtha Market: Europe slumps while Asia holds firm driving E/W wider and keeping the LR2 arb Eastbound. Distillate Market: Global cracks cool off but EastWest stays wide with AG flows into Europe and Asia facing rising exports. Fuel Oil: HSFO rally fades"
X Link 2025-11-28T15:59Z [----] followers, [---] engagements
"Crack the gasoline market: Spartas whitepaper reveals a one-day-ahead forecasting model for the EBOB spread merging arbitrage insights with advanced analytics to power smarter trades. Key takeaways for traders: Arbitrage signals decoded Learn how price spreads between ARA and hubs like AG Houston or Singapore reveal bullish/bearish EBOB moves. Model-powered precision See how a Generalised Additive Model (GAM) outperforms traditional models in forecasting. Backtested success Explore a proven strategy with strong PnL & Sharpe Ratio validation. Stay ahead of the market. Download now: #oott"
X Link 2025-12-01T09:01Z [----] followers, [---] engagements
"In our latest Market Flash @NGCanalyst AVP Oil Analytics at Sparta writes: - USGC MR arb to Rotterdam starts the month -$15/mt closed for Jan delivery. Hefty decline in European physical premiums is more than counteracting weaker freight. PADD-3 stocks are rather high and need outlets possibly more than just Brazil/LatAm so the USGC [--] diff remains weak. - AG/Sikka barrels point East though offshore WAF Lome & Brazil are currently alternate workable options to Europe. New York from Sikka is closed off again. - Most jet arbs are not workable from East into West either. So with arbs closed and"
X Link 2025-12-01T14:19Z [----] followers, [---] engagements
"Fuel Oil Market Flash: Sing [---] & [---] risks divergent - VLSFO blend margins in Singapore likely flat to negative after blend costs. By contrast HSFO blending is very positive in Singapore. - For the latter this is indicative of too many components around and their FOB diffs all adjusted downwards; thus blend costs are too cheap to rescue already weak paper spreads. - By contrast none of the recent disruptions to 0.5% supply (Al Zour Dar etc.) seem to have had any big impact on spreads. Are markets mispricing risks here a little By @NGCanalyst AVP Oil Analytics. Unlock all of Spartas tools"
X Link 2025-12-02T09:56Z [----] followers, [---] engagements
"Crude Market Flash: WAF continues to weaken - WAF diffs both Angola & Nigeria eased further this week as expected from their poor arb positioning even in Europe. W-o-w FOB losses are roughly $1/b. - CPC SPM-3 which was under maintenance when SPM-2 was attacked is reportedly being rushed back likely operational within the next week. So the dent in Atlantic Basin balances will prove short-lived. - Most WAF and also CPC arbs to Asia are closed simple margins there are substantially negative. By @NGCanalyst AVP Oil Analytics. Unlock all of Spartas tools including live pricing expert insight real"
X Link 2025-12-04T10:40Z [----] followers, [---] engagements
"Gasoline Market Flash: Bearish arb setup for ARA countered by ongoing components strength - With EBOB cracks and spreads very marginally lower this week larger drops in RBOB/Sg92 mean the arb setup in particular for ARA remains bearish - Dec and Jan gas-nap remains at record seasonal highs. This should be helping bring down ARA blend costs but component diffs on higher octane components remain well supported especially in comparison to USGC or AG equivalents. - Component diffs are coming down gradually now but prompt E5 and E10 blend margins are closed the latter for almost the first time"
X Link 2025-12-04T13:37Z [----] followers, [---] engagements
"✨ Thank you Geneva What a way to close out the year. A huge thank you to everyone who joined us for Trading Views & Holiday Brews: Geneva Energy Wrap Up. A brilliant evening of insights conversation and a few festive toasts to wrap up [----] together. Until next time 🥂 #oott #trading #festivedrinks #geneva https://twitter.com/i/web/status/1996972103602524254 https://twitter.com/i/web/status/1996972103602524254"
X Link 2025-12-05T15:57Z [----] followers, [---] engagements
"Sparta has launched its most powerful upgrade yet. Customisation & Collaboration has now fully rolled out. A product-wide feature that transforms how trading desks build align and act on market views in real time. Now available across Sparta Curves Sparta Knowledge and Sparta Intelligence desks can customise their view of the market collaborate on live data and trade with total alignment. Read the press release: Explore Customisation and Collaboration: #commoditiestrading #oott #tradingtechnology #dataalignment #Sparta https://hubs.ly/Q03Xd9WH0 https://hubs.ly/Q03Xd97r0"
X Link 2025-12-08T12:00Z [----] followers, [---] engagements
"Jet Market Flash: Singapore regrade slips on rising supply but Asian jet arbs stay shut - December Singapore regrade has fallen by more than $0.6/bbl since trading began on Friday a surprising move given East Asia is approaching its peak jet/kero demand season in Jan/Feb [----]. - The decline likely reflects higher regional refinery run rates post-maintenance and more critically increased Chinese CPP output with December gasoil exports expected to be the smallest among CPP products. China is poised to export more jet than gasoil leaving the region with more ample jet supply than before. - Even"
X Link 2025-12-08T15:48Z [----] followers, [---] engagements
"NWE jet diff jumped $17/mt in [--] weeks. Sparta called the floor - and the rally - on [--] Nov at $46.50/mt. By [--] Dec the price hit $63.50/mt. 📊 Sparta tools flagged: Jet arbs into Europe were shut Singapore regrade at record seasonal highs The structure was tight. The price had to move. ➡ Slide to see how we knew. Start your 30-day free trial: #jetfuel #diesel #trading #commoditymarkets #oott https://signup.sparta.app/ https://signup.sparta.app/"
X Link 2025-12-09T15:12Z [----] followers, [---] engagements
"Tough to trade as one team if youre not looking at one view. Sparta's Customisation and Collaboration feature gives your whole desk one real-time view of the market. Run your own assumptions adjust values and reflect YOUR view of the market. Cracks arbs margins blends everything updates instantly across the whole team. One aligned view the whole desk can act on. Faster alignment faster decisions faster to market. 👉 Explore Customisation and Collaboration: #commoditiestrading #oott #fintech #energymarkets #innovation https://hubs.li/Q03XPMVr0 https://hubs.li/Q03XPMVr0"
X Link 2025-12-11T12:00Z [----] followers, [---] engagements
"Distillate Market Flash: Singapore premia slump; wide GO E/W flips AG/WCI ULSD arbs West - Withregional refinery runs increasing post-maintenancein a high-refinery margin environment andChinese middle-distillate exports risingSingapore diesel premia have fallen to their lowest level since August. - At the same time theJanuary GO E/W remains at its widest seasonal level since [----]. - As a resultAG/WCI LR2 ULSD arb margins into NWE/ARA/Rotterdam now exceed those into Singapore firmly tilting flows West. By James Noel-Beswick Commodity Owner. Unlock all of Spartas tools including live pricing"
X Link 2025-12-11T16:42Z [----] followers, [--] engagements
"Crude Market Flash: Dubai creaks lower ahead of next trading cycle - Dubai swaps already flirting with contango EFS consequently boosted this week. - AG spot premiums weakened so far this week albeit ahead of a likely shortened trading cycle starting in earnest in coming days. - Refining maintenance in late Q1 reports of more Indian interest in Russian (and consequently likely reduced spot buying) Al Zour restart delays weak OSPs all weighing. - WTI VLCCs currently scoring a "3" (relatively expensive) in our Asia signals dashboard. By @NGCanalyst AVP Oil Analytics. Unlock all of Spartas tools"
X Link 2025-12-12T09:42Z [----] followers, [---] engagements
"Crude Market Flash: Murban ultra-competitive against WoS alternatives - Murban at Feb Dubai+1.40$/bbl still commands almost $2/bbl higher margin above WTI and CPC into Far East with Brent-Dubai EFS at [--] cpb - WTI will continue to flow into Korea due to FTA benefit but will find it hard to find outlets into other Asian buyers given the disparity in arb margins and persistently high freight rates with prompt VLCC rates for Galveston to Ningbo trading at 14M USD - Even with arbs shut Brent-Dubai EFS may yet still widen as the Dubai benchmark faces significant headwinds with likely lower spot"
X Link 2025-12-15T08:58Z [----] followers, [---] engagements
"Naphtha Market Flash: European naphtha market enters Q1 with weakening structural support - East of Suez arbitrage remains open for some grades but margins have narrowed sharply versus Q4 averages. Rising LR2 freight costs and softer Asian cash differentials are eroding the economics of western arrivals. - Gasnaphtha spreads have broken below $100/mt with January trading more than $30/mt off last months peak. - Strong US refinery runs have pushed PADD [--] gasoline inventories to decade highs easing light-end tightness and adding bearish pressure to naphtha cash diffs. - Reduced flows to Asia"
X Link 2025-12-19T09:49Z [----] followers, [---] engagements
"Before the year closes dive into the Sparta whitepapers and strengthen your [----] view. Trader-grade research on arbs flows forecasting and the structures that drive the market. How arbs influence futures time spreads How flows and freight reshape regional balances How AI is shifting the trading landscape Forecasting frameworks for GO RBOB diesel and FFAs If you want a deeper view of the mechanics behind market structure its all there. 🔗 Explore our whitepapers here: #commodities #oott #refining #freight #oilmarkets https://hubs.li/Q03Y7NxS0 https://hubs.li/Q03Y7NxS0"
X Link 2025-12-23T10:00Z [----] followers, [---] engagements
"In [----] Sparta Knowledge delivered: [---] timely signal briefs [---] in-depth market lenses [--] must-hear podcast episodes Sparta cuts through the noise with real-time trends and actionable insights. Start your free 30-day trial today and unlock the full power of Sparta #oott #oilandgas#commoditytrading#insight#trading https://hubs.li/Q03YCtbG0 https://hubs.li/Q03YCtbG0"
X Link 2025-12-30T10:30Z [----] followers, [---] engagements
"From Reuters with comments from June Goh: OPEC+ stays on pause. Traders widely expect OPEC+ to continue its pause on output increases in the first quarter capping downside risk after a brutal [----]. [----] is a policy year. [----] will be an important year on assessing OPEC+ decisions for balancing supply making every signal and delay market-moving. China is the floor. Continued crude stockpiling in H1 underpins prices even as oversupply dominates the narrative. Read the full article: #oott #oilandgas #commoditytrading #trading #reuters https://hubs.li/Q03ZkT140 https://hubs.li/Q03ZkT140"
X Link 2026-01-02T10:04Z [----] followers, [---] engagements
"Distillate Market Flash: Distillates seem stuck a little in neutral; arbs into Europe narrow to USGC/Canada origin only -Weekend events vis-a-vis Venezuela have had little impact on global middle distillate pricing. -ICE GO HO and Singapore diesel cracks and spreads have remained largely flat since mid-December keeping the complex rangebound. -The arb picture into Europe is similarly neutral with USGC MR ULSD (and EC Canada MR ULSD) the only routes still open into Europe. -Red Sea LR2 ULSD arbs are unusually closed into Europe while AG/WCI ULSD LR2 arbs only just point West over East since"
X Link 2026-01-05T10:59Z [----] followers, [---] engagements
"Distillate Market Flash: US diesel softens as HOGO slides; USGC arb stays open but but for how long with rapidly narrowing USGC diesel differentials - While much of the global middle distillate complex has been flat over the past fortnightUS diesel pricing has perhaps been the standout mover. - HO spreads and cracks are only slightly lower butJanuary HOGO has fallen by nearly 3cpg and this is the key factorkeeping the USGC MR ULSD arb open into Europe. - The driver has beenrising US crude runs and diesel yields liftingUS diesel and middle distillate stocks even asPADD [--] and [--] diesel stocks"
X Link 2026-01-06T10:10Z [----] followers, [---] engagements
"Crude Market Flash: Venezuela-USGC flows reportedly to rise - 30-50mln bbls of VZ crude reportedly to be handed over to the US and presumably refined in the USGC. - This is a big KBD volume even if spread over [--] months and enough to put pressure on the medium-heavy seaborne market perhaps even Canadian diffs (which have dropped some 50c this week already). Fuel oil markets may well also be impacted. - The move would be net bearish for the legit crude market with teapots in China likely to replace these barrels as well as those missing due to the ongoing naval embargo with other sanctioned"
X Link 2026-01-07T09:20Z [----] followers, [---] engagements
"Crude Market Flash: VLCC rate plummet puts WTI on a better footing in Asia - Our USG-Far East VLCC RBI has moved from very overvalued to slightly undervalued. - WTI VLCC landed arb values have moved to within $0.10/b vs Murban for early April landing. - Murban still maintains a substantial spot premium to other (medium API) AG grades which are trading at discounts to Dubai swaps. - WAF and North Sea of both light and medium qualities still not scoring well in Asia. By @NGCanalyst AVP Oil Analytics. For deeper market intelligence daily commentaries and expert insight access Sparta Knowledge"
X Link 2026-01-07T09:22Z [----] followers, [---] engagements
"Flat price looks calm. The physical market is anything but. In the latest episode of Trade with Conviction the team kicks off [----] by cutting through the noise - from Venezuela and heavy sour displacement to Saudi OSPs soft Asian crude signals and gasoline structures finally finding a floor - to focus on where barrels are really moving. 🔍 Inside this episode: Why Venezuela is reshuffling global crude flows not removing barrels Heavy sour under pressure and who really feels the impact Saudi OSP cuts and what they signal for Asia Freight rates reopening arbitrage routes across basins Gasoline"
X Link 2026-01-08T14:38Z [----] followers, [----] engagements
"Gasoline Market Flash: Return of Nigerian buying potentially behind EBOB crack rally - A flurry of prompt activity looking to load gasoline for WAF destinations in ARA has helped to drive the EBOB crack $1/bbl higher since this morning - Officially there is still sufficient domestic supply with statements from the Dangote refinery pointing to continued deliveries but inventories built up through Q4 are likely running low by the end of January just in time for the scheduled short turnaround also of the Dangote CDU. - Some reports have pointed to a sharp uptick in wholesale prices in Nigeria"
X Link 2026-01-08T14:57Z [----] followers, [---] engagements
"Distillate Market Flash: LA jet premia rockets past 70cpg; East Asia flows open but regrade risks correction - Ongoing issues atEl Segundo combined withhigher-than-expected seasonal air travel have pushedprompt LA jet premia above 70cpg. - With El Segundo expected to return to full operationstowards late January February LA jet premia remain elevated butless extremethan the prompt spike. - Jet arbs from East Asia remain firmly open into the US West Coast feeding the pull. - This has helped liftFebruary Singapore regrade to five-year seasonal highs. - However with anunseasonably warm East"
X Link 2026-01-08T15:49Z [----] followers, [---] engagements
"From @guardian with comments from@JuneGoh_Sparta: Discounts remain too attractive to stop flows. At $910 per barrel below Middle East grades in December Russian crude still clears. The market faded the sanctions rally quickly signalling low confidence in meaningful enforcement. Traders are pricing rerouted supply not lost barrels. Sanctions are viewed as a volatility trigger not a structural tightening. Without real compliance at refinery level geopolitical risk struggles to stick in price. Read the full #oott #oilandgas #commoditytrading #trading #guardian"
X Link 2026-01-14T09:42Z [----] followers, [---] engagements
"Venezuelan barrels are not the story traders should be watching. Chinas teapots remain plugged into sanctioned supply from Iran and Russia limiting any immediate impact on the legitimate crude market. State owned refiners are largely insulated and Beijing is unlikely to step in for independents. The takeaway for traders: Short term Chinese procurement to replace Venezuelan a key question. Headline risk around Venezuela output growth looks premature given degraded infrastructure. Any meaningful supply response is a long term story not a prompt market mover. @JuneGoh_Sparta and@NGCanalyst"
X Link 2026-01-14T14:24Z [----] followers, [---] engagements
"Crude Market Flash: WTI claws back some advantage in Asia - EFS deflation a strong rise TD3c rates w-o-w and steady FOB gains for Murban (rather as anticipated) have started to see WoS crude claw back some of the loss in competitiveness in the Far East seen over early Jan. - TD3c rates rallied strongly this week having collapsed early in the month with vessel supply in the AG now low. Murbans $2/b landed discount to WTI in Far East on Wednesday has now dwindled to $0.8/b. - Murban nonetheless remains the only clearly positive cracking margin out of a suite of key basket light sweet crudes"
X Link 2026-01-16T11:02Z [----] followers, [---] engagements
"Distillate Market Flash: Freight kills the USGC MR ULSD arb but HOGO and USGC diffs sealed the deal - As @SpartaFreight noted earlier today:TC14 freight at [---] WS shut the diesel arb into Europe. The EC Canada diesel backhaul for Jan loading is shut. Bearish TC14.Strong freight has indeed been a core driver in closing theUSGC MR ULSD arb into Europe. - But freight hasnt acted alone. TheFebruary HOGO swap has widened by 2.5cpg over the last week driven largely bycontinued low PADD [--] & [--] diesel stocks. - At the same time theFebruary USGC diesel differential has narrowed by over 2.5cpg over the"
X Link 2026-01-19T11:34Z [----] followers, [---] engagements
"Crude Market Flash: WTI-NWE Afra signal reaches fever pitch - Our signals dashboard shows an unprecedented $3/bbl undervaluation against the North Sea basket for landed WTI Afras in NWE. - Physical North Sea rally very wide WTI/Brent is overcoming a bullish TD25 complex. - Physical barrels in the North Sea need to correct lower at some point as well as a reversion in TI/Brent levels. - From the WTI side watch out for Venezuela barrels being marketed in Asia and not just the USG (so marginal crude export needs from the US might be less than anticipated). By @NGCanalyst AVP Oil Analytics. For"
X Link 2026-01-19T11:59Z [----] followers, [---] engagements
"Bearish fundamentals clashing with bullish geopolitical risks look to be key forces to shape [----] oil market. OurJanuary [----] EMEA Chart Packexamines the "search for the oil glut" and why shifting arbitrage routes are redefining regional balances. Key Takeaways: Oil narratives:While refining tightness is easing the market remains on edge due to unpredictable U.S. policy toward Venezuela and increasing volatility in Iran. Crude:West African (WAF) grades are showing a "sea of red" in competitiveness allowing WTI Midland to capitalise on attractive arbitrage opportunities into Northwest Europe"
X Link 2026-01-19T12:57Z [----] followers, [---] engagements
"Naphtha Market Flash: Geopolitics shift to US/EU trade war implications for naphtha trade - The market is trading without major moves after the volatility linked to the protests in Iran the correction in crude has once again stabilized naphtha market cracks. The market is now settling into a moderately bearish dynamic withEurope and Asia timespreads at three month lows and the rebound in US cash differentials as the main bullish factor linked to expected higher Venezuelan demand for diluent. - On the geopolitical side the focus has temporarily shifted from the Middle East to Greenlandand the"
X Link 2026-01-19T13:02Z [----] followers, [---] engagements
"Distillate Market Flash: European jet pricing pulls back but arbs shut again and rebound risk builds - FebruaryNWE jet CIF pricing has corrected sharplysince the start of last week with thediff down over $14/mtand thespread down more than $6/mt. - A key driver was theUSGC MR jet arb being open into Europefor much of theJan 613window. - Since then theFebruary USGC jet differential has widened to its widest seasonal level in at least [--] years and together with awidening HOGOandhigher TC14 freight this hasclosed the USGC MR jet arb back into Europe. - With that shutall major jet arbs into Europe"
X Link 2026-01-20T09:35Z [----] followers, [--] engagements
"Crude Market Flash: Light sweet cracking margins borderline - In NWE Forties cracking margins are closing in on the zero line while Johan Sverdrup cracking remains very healthy. - In the Far East Murban cracking has taken a hit relative to spot and term AG medium sours. At least Murban cracking remains $2-3/bbl in the green whereas competing long haul light sweets into the region are by now firmly negative (WTI cracking is borderline). - A chunk of light sweet margin advantage has been eaten away by spot premiums (plus long haul freight) with supply outages particularly in the Med/Black Sea"
X Link 2026-01-20T18:06Z [----] followers, [---] engagements
"Distillate Market Flash: Deep freeze hits NY as diesel stocks scrape 10-year lows; HO still has upside - Temperatures inNew York are forecast to drop below -10Cover the coming weekend. - PADD [--] and [--] diesel stocksare sitting at theirlowest seasonal level in at least [--] years(excluding 2023). - Since the start of last weekFeb/Mar HO spreads have increased by more than 3cpg with theFeb HO crack up over $6/bblover the same period. - Withall major ULSD arbs into New York currently closed HO spreads and cracks likely havefurther room to strengthenfrom here. By James Noel-Beswick Commodity Owner."
X Link 2026-01-20T18:08Z [----] followers, [---] engagements
"2026 is already taking shape with geopolitics at the centre of the oil market. Uncertainty around Iran Venezuelas export outlook and growing strategic interest in Greenland are shaping future balances. Crude flows refining constraints and freight signals are already pointing to what lies ahead. Join our oil and refined products experts next week on Thursday [--] January for a focused discussion on what these shifts mean for [----] and how traders should be thinking about early positioning. 🔍 In this session: The geopolitical themes shaping [----] supply and trade flows Our Q1 view on crude and"
X Link 2026-01-21T13:32Z [----] followers, [----] engagements
"Crude Market Flash: Mars claws back advantage East - Hefty d-o-d FOB drop in USG Mars and related crudes seen yesterday sees Mars retake position as one of the cheapest medium sours to arb into Far East. - Mars now landing at a 60c discount to Oman UZ for late April. - Cracking margins for these grades hold at relatively health high single digits per barrel unlike cracking for light sweets. - Tupi and Guyana landing at decent premiums to spot AG in Far East. By @NGCanalyst AVP Oil Analytics. For deeper market intelligence daily commentaries and expert insight access Sparta Knowledge with a"
X Link 2026-01-22T15:56Z [----] followers, [---] engagements
"Distillate Market Flash: USGC TA arb just about cracks open for March arrival as freight falls; GO spreads may be topping out TheFebruary HOGOfell by more than1cpg yesterday but has rebounded sharply this morningup over 2cpg. As highlighted by Michael Ryan earlier today over the last48 hoursFeb TC14 freighthas eased by more than10 Worldscale points. Alongside this theFeb USGC diesel differential has widened by over 1.5cpg helping tojust about open the USGC MR ULSD arb into Europe for March arrival. WithAG/WCI ULSD LR2 arbs still pointing strongly West the combination may be enough tocap"
X Link 2026-01-22T16:03Z [----] followers, [---] engagements
"Distillate Market Flash: USGC arb helps caps GO rally; Feb/Mar spreads slip as HOGO softens somewhat - As highlighted in yesterdays blast theopening or near-opening of the USGC MR ULSD arb into Europeappears to haveput a ceiling on Feb/Mar ICE GO spreads. - Feb/Mar ICE GO has fallen by nearly $4/mt in the last [--] hours reflecting that easing pressure. - Yesterdays EIA report showingdiesel builds in the US overall and in PADDs 1&2 specificallyhas contributed to amodest softening in the Feb HOGO swap down around0.5cpgover the last day. - Even soFeb HOGO remains at its highest seasonal level in"
X Link 2026-01-23T14:17Z [----] followers, [---] engagements
"Markets are no longer pricing efficiency. They are pricing security. Felipe explains why the return of great power competition matters for oil markets and why geopolitics is keeping prompt barrels tight even when balances say surplus. Despite the IEA showing multi million barrel per day builds and US stocks rising Brent and Dubai refuse to slip into contango. Backwardation is telling you risk still dominates the curve. For traders this matters. Geopolitics is embedding a risk premium into structure tightening prompt supply and changing how you manage length storage and timing. If you ignore"
X Link 2026-01-26T11:44Z [----] followers, [---] engagements
"From @Bloomberg with comments from @JuneGoh_Sparta: Asia demand is structurally advantaged:China and India were core buyers of Venezuelan crude in Asia pre-sanctions due to large coking capacity suited to heavy grades like Merey. Heavy crude fit matters:Mereys density limits the buyer universe; refiners without cokers struggle to run it as a primary feedstock. Sanctions reopening creates re-entry trades:Eased restrictions reopen a previously disrupted flow giving traders scope to re-establish Asia-bound arbitrage. Discount-led placement likely:Expect Venezuelan barrels to clear into Asia at"
X Link 2026-01-26T16:20Z [----] followers, [---] engagements
"Distillate Market Flash: Arctic blast sparks GO surge; only WCI & Red Sea arbs into Europe crack open - With anArctic Blast forecast across the EU US and Asiainto the end of this weekICE GO front spreads have jumped by more than $5/mt since this morning. - The move has been strong enough toonly open WCI LR2 ULSD and Red Sea ULSD arbs into Europe suggesting the rally may still havemore room to runfrom here. By James Noel-Beswick Commodity Owner. For deeper market intelligence daily commentaries and expert insight access Sparta Knowledge with a free 30-day #oott #distillate"
X Link 2026-01-21T16:21Z [----] followers, [---] engagements
"Distillate Market Flash: Jet E/W blows out and regrade slips; AG & WCI jet arbs reopen into Europe - TheFebruary jet E/W has widened sharply since the start of this week outpacing the GO E/Wevenwith a move ofmore than $8/mt. - This has followed a clear weakening inFebruary Singapore regrade down by over$0.8/bblover the same period though it still sits at itswidest seasonal level since [----]. - As a resultAG LR2 jet arbs (Cape routing)have joinedWCIin beingopen into Europe with economics working for at leastMarch and April arrival. By James Noel-Beswick Commodity Owner. For deeper market"
X Link 2026-01-23T16:37Z [----] followers, [---] engagements
"Distillate Market Flash: HOGO hits [----] highs; NWE barrels head to NY to cap HO and HOGO rally - TheFeb HOGO has continued its upward run over the past [---] weeks reaching itshighest seasonal level since [----]. - Despitesharp increases in TC2 freight the move has been strong enough toopen NWE-to-NYH ULSD MR and LR1 arbs. - These newly workable routes shouldcap further upside in the HOGO and HO spreads particularly over themedium term. - (Adding to the moderating outlookNew York weather is expected to improve after the first [--] days of February). By James Noel-Beswick Head of Commodities. For"
X Link 2026-01-27T12:15Z [----] followers, [---] engagements
"We go live in [--] hours. Join our oil and refined products experts as they break down the forces shaping the [----] oil market - from crude balances to refining and freight. From renewed uncertainty around Iran to Venezuelas export outlook to emerging strategic interest in Greenland todays headlines are setting up tomorrows balances. Crude flows refining constraints and freight signals are already pointing to what comes next. 🔍 In this session: The geopolitical themes shaping [----] supply and trade flows Our Q1 view on crude and refined products New freight signals powered by our latest"
X Link 2026-01-27T12:51Z [----] followers, [---] engagements
"Join our oil and refined products experts as they unpack what is shaping the [----] oil market spanning crude balances refining and freight. From renewed uncertainty around Iran to Venezuelas export outlook and growing strategic interest in Greenland todays headlines are laying the groundwork for tomorrows balances. Early signals across crude flows refinery constraints and freight are already emerging. 🔍 In this session: The key geopolitical themes influencing [----] supply and trade flows Our Q1 outlook for crude and refined products What new freight signals are telling us using our latest"
X Link 2026-01-28T12:53Z [----] followers, [---] engagements
"Join our oil and refined products experts as they unpack what is shaping the [----] oil market spanning crude balances refining and freight. From renewed uncertainty around Iran to Venezuelas export outlook and growing strategic interest in Greenland todays headlines are laying the groundwork for tomorrows balances. Early signals across crude flows refinery constraints and freight are already emerging. 🔍 In this session: The key geopolitical themes influencing [----] supply and trade flows Our Q1 outlook for crude and refined products What new freight signals are telling us using our latest"
X Link 2026-01-28T12:53Z [----] followers, [---] engagements
"Were live in [--] hour. What does the [----] oil market look like from here Join our oil and refined products experts as they unpack the key forces shaping supply trade flows and freight. From Iran and Venezuela to emerging strategic interest in Greenland todays headlines are already influencing tomorrows balances. 🔍 In this session: The geopolitical themes shaping [----] supply and trade flows Our Q1 outlook on crude and refined products New freight signals from our latest dashboards Starting at 10:00 AM GMT 🎥 Live webinar 👉 Join now: #oott #geopolitics #trading #oil #webinar"
X Link 2026-01-29T08:00Z [----] followers, [---] engagements
"Oils up but the barrels are still long. So whats real: the rally or the glut In the latest episode of Trade with Conviction the team breaks down a market caught between Iran-driven risk premium and inventory builds that scream oversupply. From crude spreads to gasoline arbs we unpack where the real pressure points are forming and what traders should be watching next. 🔍 Inside this episode: Iran risk premium: is the market pricing real supply disruption Venezuela volatility: heavy barrels back on the radar Dollar weakness: support for crude or a warning sign Gasoline: physical strength vs"
X Link 2026-01-29T15:43Z [----] followers, [---] engagements
"Crude Market Flash: Americas & Europe physical markets converging - Strong w-o-w gains in US sour crude market likely linked to cold-related production outages which are now clearing. Mars now scores a "1" (expensive) in Far East and lands - unusually - at premiums to spot AG sours. - Physical Brent continues a slow but steady grind lower in terms of FOB diffs. Sverdrup FOB has lost the most ground w-o-w but still scores poorly locally in our NWE signals dashboard. - There has been some weakening in WAF diffs this week. Competition into NWE/MED remains fierce from e.g. Guyanan grades as well"
X Link 2026-01-30T10:57Z [----] followers, [---] engagements
"Distillate Market Flash: HO spreads collapse; NY premia fade and NWE origin arbs shut - Feb/Mar HO spreadshave fallen sharply down more than8.5cpg in the last [--] hours. - Interestingly theFebruary HO crack has remained largely unchanged. - The combined decline inHO spreadsandNew York ULSD premiahas been enough tojust about close NWE ULSD arbs into New York. By James Noel-Beswick Head of Commodities. For deeper market intelligence daily commentaries and expert insight access Sparta Knowledge with a free 30-day #oott #distillate https://signup.sparta.app/ https://signup.sparta.app/"
X Link 2026-01-30T11:04Z [----] followers, [--] engagements
"Distillate Market Flash: Singapore diesel tightens further as GO E/W stays extreme; arbs remain sealed shut - Feb/Mar Singapore diesel spreadshave strengthened sharply up nearly$0.6/bbl over the past weekand more than$0.15/bbl in the last [--] hours. - Despite this rally theFebruary and March GO E/Ws remain pinned at or extremely close to their widest seasonal levels in at least eight years in some cases even surpassing the dislocations of [----] and [----]. - As a resultAG/WCI ULSD LR2 and North Asian ULSD LR2 arbs into Singapore remain firmly closed shut by more than$0.8/bblacross most of the"
X Link 2026-01-30T11:18Z [----] followers, [---] engagements
"Trading houses are moving beyond Excel and embracing the power of AI-generated insights. Our whitepaper The Impact of AI on Commodities Trading explores how smart tech combined with human judgment is driving the next leap in performance. 💰 $104bn profits in 2023: Fast data-led decisions helped 87% of traders surpass 108m EBIT in [----]. 📉 Drowning in data Learn how to turn complexity into clarity with AI-powered insight. 📊 Hedge fund tech goes mainstream: Advanced algorithms and smarter platforms are replacing spreadsheets. 🧠 Human + AI: Discover how balancing automation with expertise"
X Link 2025-10-29T12:00Z [----] followers, [---] engagements
"Distillate Market Flash: Europe jet surges but regrade slide reopens East-West flows probable ceiling in NWE jet CIF pricing to come - February NWE Jet CIF differentialshave risen by more than$6/mtsince the start of the week with February CIF spreads moving higher alongside. - In contrastFebruary Singapore regrade has fallen by over $0.7/bbl while theFebruary Jet E/W has dropped by nearly $9/mtover the same period. - The combination has been enough toopen AG WCI and even Singapore LR2 jet loaders into Europe increasing supply options. - With these new flows now workable this shouldcap further"
X Link 2026-01-28T14:27Z [----] followers, [---] engagements
"Distillate Market Flash: HOGO tops out as open arbs into NY persist; downside risk building - TheFebruary HOGO swapappears to have found a near-term ceiling falling by more than1cpg over the last [--] hoursfrom elevated levels. - Despite the pullbackNWE ULSD arbs remain open into New York supported by easingTC2 freight rates. - With inbound flows still workable we should expectfurther softening in the HOGOmoving forward. By James Noel-Beswick Head of Commodities. For deeper market intelligence daily commentaries and expert insight access Sparta Knowledge with a free 30-day #oott #distillate"
X Link 2026-01-29T09:16Z [----] followers, [---] engagements
"Gasoline Market Flash: Storage econs dampening Q2 outlook - Despite a downtick in gas-nap and an uptick in prompt reformate premia the Feb-Apr reformate carry still works on paper. Eurobob storage econs also look workable through that period. - Unsurprisingly Apr/May EBOB spreads have started to come under pressure now. The longer the current steep prompt contango lasts the greater the chance that also this spread slips into contango as inventories pile up. The market could really use some sign of the onset of maintenance with WAF arbs also unsupportive and Dangote potentially offering some"
X Link 2026-02-02T15:41Z [----] followers, [---] engagements
"Crude Market Flash: Sverdrup claws its way back into NWE - JS now scores a "7" in NWE having been a "1" (max expensive) at the end of Jan with FOB premiums dropping off w-o-w. - For March landing into NWE we see JS at decent discounts again to Guyana grades and also spot and term (Arab Light) AG. - On the light side WTI Afras are also losing some of their exceptional competitiveness in Europe against e.g. Forties. Larger vessel sizes bringing in WTI remain very competitive relative to normal. By @NGCanalyst AVP Oil Analytics. For deeper market intelligence daily commentaries and expert"
X Link 2026-02-04T13:10Z [----] followers, [---] engagements
"Crude Market Flash: WTI global arb score now a "6" (neutral) - This hides the inter-regional picture though; WTI still looks cheap into Europe on the whole (across vessel classes) but is arbing poorly into Far East against key grade Murban. - Blending high sulphur fuel oil with WTI is also now un-economic vs landing/refining a spot AG medium sour barrel into Asian destinations. - Watch out for "non-economic"/political purchases though should India begin to adhere to the mooted deal (including presumably WTI as well as Venezuelan). By @NGCanalyst AVP Oil Analytics. For deeper market"
X Link 2026-02-04T13:24Z [----] followers, [---] engagements
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