Brent Trades in $64/bbl Handle
Mar’26 Brent traded in $64/bbl. Lukoil asset sale deadline extended, Dardanelles reopened, US manufacturing data
4 page report
DONNA DONG
Research Analyst, Flux
About Donna
Donna holds a BSc in Politics and International Relations & an MSc in Data Science and Public Policy, from University College London.
With a particular interest in technical analysis, Donna specialises in broad market research for refined products.
Posts authored by Donna
Brent Eases to $63.43/bbl
US seizes another Venezuela-linked tanker; Iran tensions ease; Russia oil revenues slump as India cuts imports and OPEC regains share
4 page report
It’s A One-Man Show
Trump rhetoric whipsaws Iran tensions; Venezuela oil drama deepens as US asserts control
16 page report
Brent Trades in $66/bbl Handle
Mar’26 Brent held ~$66; CPC tanker drone risks linger. OPEC sees +1.34mb/d demand in ’27.
4 page report
(Brent) Spreads Don’t Lie
See all the updates across the barrel and a half dozen contracts to watch in our six reports.
6 reports
The Dated Physical Climbs to New Highs
Dated Brent stays bid as buy-side flows run across CFDs and DFLs; windows hit record highs, futures spreads firm on rising geopolitics
Brent Rises to $65.47/bbl
Geopolitical risks rise as Iran unrest, tanker drone strikes and Kazakh outages hit supply; Venezuela trickles back.
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Brent Rallies Above $65/bbl
Brent Mar’26 jumped on Black Sea drone attacks and Trump sanctions threats, have since eased.
4 page report
The Bearish Beast From the East
M1 RBOB and EBOB cracks strengthened despite US gasoline builds, supported by steady PADD-1 stocks and short-covering.
14 page report
Brent Rises to $63.47/bbl
Vitol and Trafigura offer discounted Venezuelan crude to China and India under US licences.
4 page report
CFTC Weekly: Spec Players Risk-On in Crude
In the week ending 06 Jan, liquidity returned after some stagnation in markets in the lead up to Christmas.
13 page report