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OIL MARKETS ANALYSIS
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OIL MARKETS BRIEFING
Benchmarking: Trade War, Opec Supply Alter Oil’s Outlook
Average demand growth is now just below 1 million b/d this year, according to select forecasters, down from 1.2 million b/d seen in March.
Thu, May 1, 2025
NEFTE COMPASS
Russia Seeks to Protect Finances From Oil Price Fall
Moscow is considering ways to secure inflows into its rainy day National Welfare Fund under low oil prices.
Wed, Apr 30, 2025
NEFTE COMPASS
Diesel Under Fire From Trump's Trade War
US tariffs are hammering diesel demand prospects while new refineries in the Middle East threaten to keep Russia out of Europe permanently.
Wed, Apr 30, 2025
OIL MARKETS BRIEFING
Russian Exports: Crude Shipments Steady, Products Rebound
Pipeline oil exports are poised to slightly decline now that the Czech Republic has decided to cease buying Russian barrels.
Mon, Apr 28, 2025
JET FUEL INTELLIGENCE
New Mideast Refineries Reshape Global Fuel Markets
Rystad warns of increasing market dominance as Mideast product exports rise sharply since the pandemic.
Fri, Apr 25, 2025
JET FUEL INTELLIGENCE
Trump's Trade War Continues to Hammer Prices
Beijing has denied trade talks are taking place as the Trump administration brings more chaos to the markets.
Fri, Apr 25, 2025
JET FUEL INTELLIGENCE
FAA Speeds Up New Air Traffic Control Upgrade
The FAA has announced it will deploy a new technology for Notice to Airmen (Notam) much earlier than planned.
Fri, Apr 25, 2025
JET FUEL INTELLIGENCE
North American Snapshot: Demand Starts 2025 on Strong Footing
North American jet fuel demand started 2025 on strong footing with a 4.6% gain from year-earlier to 1.87 million b/d.
Fri, Apr 25, 2025
PETROLEUM INTELLIGENCE WEEKLY
India Renews Push to Attract Mideast Energy Investors
India's prime minister visited Riyadh to make the case that investing in India's downstream could benefit both his country and its largest energy suppliers.
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Oil Balances Hinge on Range of Tariff Scenarios
With demand forecasts getting cut and supply questions persisting, ʶԳ takes stock of the potential outcomes of the US tariff push.
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Trading Giants Expand Into Refinery Ownership
Traders like Vitol and Trafigura are deepening their presence in the European refining sector as majors and other legacy players move out.
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Marketview: Dollar Drums
The depreciating value of the US dollar is making importing oil much cheaper for many countries, limiting the blow to oil demand and the tariff war.
Thu, Apr 24, 2025
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ENERGY INTELLIGENCE FINANCE
IMO Efforts to Clean Up Fossil Bunkers Continue in Med
The Mediterranean Sea became the world's fifth emissions control area on Thursday, reshaping the region's bunker market.
Thu, May 1, 2025
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ENERGY INTELLIGENCE NEWS
Nabors Sees Modest Decline in US Drilling
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
US Crude Prices Hit 4-Year Low as Saudi Reports Spook Market
Wed, Apr 30, 2025
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Oil Markets Research
OIL MARKETS RESEARCH
Weekly Monitor: Oil Market Has Enough Supply For The Demand Backdrop
Oil Market Balance Pictures With Further Risks Lurking
Mon, Apr 28, 2025
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RISK RESEARCH
US-Iran: Nuclear Talks Gain Momentum, But Risks Remain High
Thu, Apr 24, 2025
OIL MARKETS RESEARCH
Weekly Monitor: US Supply Set to Feel Effects of Turmoil
Mon, Apr 21, 2025
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Oil Markets Data
NEFTE COMPASS DATA
Equity Share Prices
Share prices and market capitalization for key oil and gas companies traded on the Moscow Exchange, ADRs, and the Russian Trading System (RTS) index, weekly from 2007.
Wed, Apr 30, 2025
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NEFTE COMPASS DATA
Russian Refinery Activity MT
Wed, Apr 30, 2025
NEFTE COMPASS DATA
Russian Refinery Activity b/d
Wed, Apr 30, 2025
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Discover how sweeping tariffs are disrupting commodities, technology, and energy.