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Flux News

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Energy Prices to Grind Higher, Japanese 10-yr Yield At Its Highest in 27 Years

Markets underprice stagflation shock; energy squeeze looms, supply chains strain, physical tightness rises, risks escalating
13 April 2026

De-escalation Reactions, OIS Pricing 33bps, Iran Disruption as Structural Rewrite

Markets cheer “ceasefire” but miss reality: Hormuz becomes priced chokepoint, structural energy shift, Iran holds leverage.
8 April 2026

Latest reports

Brent Regains to $102.19/bbl

Brent dips then rebounds; Russia reroutes exports, OPEC cuts demand view, US fuel prices surge, supply risks persist.
4 page report
13 April 2026

March Review

This week, we look at trades in distillates and fuel oil swaps.
9 page report
13 April 2026

Value in Volatility…?

Naphtha strong but rangebound; Asia lighter slate, geopolitics hit positioning; E/W volatile
17 page report
13 April 2026

Riding Out the Storm

Prices rebound; OI falls on ceasefire risk-off, then longs rebuild. Mixed signals show indecision.
14 page report
13 April 2026