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Risk-off Across Markets, Heavy Selling in US Equities, Helium Goes Offline

Risk-off deepens: equities fall, growth fears rise, supply shocks hit oil/LNG, dollar strengthens, investors still underestimate shock
30 March 2026

Financial Markets Breaking, UK Yields Up, Global Trade Disturbance

Markets breaking: yields surge, stocks fall, oil rises; stagflation risk grows as Iran shock hits supply, growth and inflation outlook.
27 March 2026

Latest reports

Bull

Gassed Up

This week, we look at trades in gasoline and crude oil swaps.
9 page report
30 March 2026

Brent Trades in $2 Range

Brent volatile; Saudi reroutes exports, Asia shortages deepen, Bangladesh seeks waiver, China supplies region, spreads strong.
4 page report
30 March 2026

Hungry for Naphtha

Naphtha tight on Hormuz closure; cracks firm, E/W volatile, gasnaph down, pronap weaker, OI up, momentum mixed across spreads
17 page report
30 March 2026

No-gas

Gasoline cracks correct lower; RINs strength support arbs; Players liquidating Apr'26 EBOB length
14 page report
30 March 2026