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Deleveraging hit crypto and metals hard as equities held up; bond yields fell, forced selling spiked, geopolitics and policy risks rose.
US Equities Fall, Glencore Sells 40% Stake, German 30-yr Yield
Strong US data lifts yields and USD, cuts look overpriced. Equities wobble led by tech, commodities rebound, freight tight, risk signals
Latest reports
Brent Climbs to $68.40/bbl
Iran-US nuclear talks restart cautiously; EU plans tougher Russia oil sanctions; Mercuria-Tata JV in India; unsold crude tankers linger.
4 page report
Feb’26 DFL (Dated Brent/Brent Swap)
In this edition, we take a look at the Feb'26 DFL.
Naphtha East/West
In this edition, we take a look at the Mar'26 Naphtha East/West.
Brent Supported At $68/bbl
Brent supported at $68, US and Iranian officials begin talks in Oman, BP's Whiting refinery workers prepare for potential strike
4 page report