Insights
Energy market insight and company updates
Selected commentary, educational material, market developments, webinars and relevant company news.
How shipping disruption changes CIF and FOB economics
War-risk premiums, route changes and vessel scarcity can alter the relative attractiveness of CIF and FOB structures.
Read articleFive checks before accepting a jet-fuel indication
Jet A-1 enquiries require specification, quantity, destination, storage, delivery timing and payment terms to be aligned before pricing is meaningful.
Read articleWhy benchmark price and delivered price are not the same
A credible fuel offer must account for the benchmark, differential, freight, inspection, terminal costs and financing structure.
Read articleGulf crude exports rise, but renewed hostilities slow tanker traffic
Gulf exporters increased July crude and condensate shipments, although renewed hostilities again reduced tanker movements through regional chokepoints.
Read articleEIA reviews how petroleum markets responded to Middle East disruption
Recent EIA analysis examines changes in crude and refined-product prices, production, trade and inventories.
Read articleEIA reviews how petroleum markets responded to Middle East disruption
Recent EIA analysis examines changes in crude and refined-product prices, production, trade and inventories.
Read articleOil prices firm as US-Iran hostilities intensify
Oil prices moved higher as renewed attacks increased concerns over the Strait of Hormuz and possible disruption in the Red Sea.
Read articleIEA warns prolonged Hormuz disruption would threaten global energy security
The IEA has warned that strategic stock releases can moderate prices temporarily but cannot replace sustained physical flows through the Strait of Hormuz.
Read articleCrude prices ease as traders balance conflict risk against stabilising supply
Oil prices softened after recent gains as the market weighed escalating conflict against signs that some supply flows were stabilising.
Read articleGlobal LNG trade reached a record in 2025
EIA data shows global LNG exports increased to a new annual record, led by growth from the United States.
Read articleEIA spot-price data provides a reference point for refined-product markets
EIA continues to publish benchmark spot-price data for crude oil, diesel and kerosene-type jet fuel.
Read articleEIA spot-price data provides a reference point for refined-product markets
EIA continues to publish benchmark spot-price data for crude oil, diesel and kerosene-type jet fuel.
Read articleUnited Airlines highlights multibillion-dollar exposure to higher fuel costs
United Airlines said renewed oil-price strength could materially increase its annual fuel bill.
Read articleUnited Airlines highlights multibillion-dollar exposure to higher fuel costs
United Airlines said renewed oil-price strength could materially increase its annual fuel bill.
Read articleOil market absorbs renewed conflict with only modest price gains
Crude prices rose modestly despite fresh hostilities, reflecting a market that was also considering inventory data and partial supply recovery.
Read articleShell forecasts global LNG demand growth of about 65% by 2050
Shell’s LNG Outlook 2026 expects demand to approach 700 million tonnes annually by 2050.
Read articleShell forecasts global LNG demand growth of about 65% by 2050
Shell’s LNG Outlook 2026 expects demand to approach 700 million tonnes annually by 2050.
Read articleOil surges after blockade announcement raises shipment concerns
Oil prices jumped sharply following an announcement affecting Iranian ports and maritime movements.
Read articleShell agrees $1.8 billion sale of Indian renewable-energy platform
Shell has agreed to sell the Sprng Energy group to Aditya Birla Renewables.
Read articleShell agrees $1.8 billion sale of Indian renewable-energy platform
Shell has agreed to sell the Sprng Energy group to Aditya Birla Renewables.
Read articleSinopec integrates aviation fuel operations through CNAF restructuring
Sinopec has completed a restructuring involving China National Aviation Fuel, creating a more integrated aviation-fuel supply chain.
Read articleSinopec integrates aviation fuel operations through CNAF restructuring
Sinopec has completed a restructuring involving China National Aviation Fuel, creating a more integrated aviation-fuel supply chain.
Read articleEuropean jet fuel stocks remain thin amid Middle East tensions
European jet fuel inventories were reported to be below one month of cover in key markets, increasing sensitivity to further disruption.
Read articlebp reports lower second-quarter upstream production range
bp’s trading statement indicated lower expected upstream production due in part to seasonal maintenance.
Read articlebp reports lower second-quarter upstream production range
bp’s trading statement indicated lower expected upstream production due in part to seasonal maintenance.
Read articleEnergy companies benefit from stronger margins during prolonged conflict
Higher oil and refined-product prices are improving earnings expectations for several major energy companies.
Read articleEnergy companies benefit from stronger margins during prolonged conflict
Higher oil and refined-product prices are improving earnings expectations for several major energy companies.
Read articleIEA says Middle East LNG losses are being partly offset by new supply
New LNG projects in North America, Africa and Australia are helping offset reduced output from Gulf exporters.
Read articleIEA says Middle East LNG losses are being partly offset by new supply
New LNG projects in North America, Africa and Australia are helping offset reduced output from Gulf exporters.
Read articleMiddle East conflict creates uneven regional effects across gas markets
The IEA reports that the gas-market impact differs significantly across the Middle East, Asia and Europe.
Read articleIEA expects global gas demand to decline as supply tightens
The Q3 Gas Market Report forecasts a modest contraction in 2026 demand following disruption to LNG flows through Hormuz.
Read articleIEA expects global gas demand to decline as supply tightens
The Q3 Gas Market Report forecasts a modest contraction in 2026 demand following disruption to LNG flows through Hormuz.
Read articleEIA raises 2026 forecasts for US gasoline, diesel and jet-fuel prices
The July Short-Term Energy Outlook reflects higher expected transportation-fuel prices following major supply disruption.
Read articlebp agrees sale of Bay du Nord interest to Equinor
bp has agreed to sell its non-operated interest in the offshore Canadian project to Equinor.
Read articlebp agrees sale of Bay du Nord interest to Equinor
bp has agreed to sell its non-operated interest in the offshore Canadian project to Equinor.
Read articleGlobal market absorbs historic supply loss, but depleted stocks increase risk
The global system has absorbed a major oil-supply shock, although lower inventories leave markets vulnerable to renewed disruption.
Read articleGlobal market absorbs historic supply loss, but depleted stocks increase risk
The global system has absorbed a major oil-supply shock, although lower inventories leave markets vulnerable to renewed disruption.
Read articleOil and gas investment remains shaped by energy-security priorities
IEA sector analysis indicates continued investment in natural gas and selected oil projects alongside rapid clean-energy growth.
Read articleGlobal energy investment expected to reach $3.4 trillion in 2026
IEA analysis expects energy-sector capital spending to increase, led by China, the United States and the European Union.
Read articleShell completes $1.3 billion US lubricants-business sale
Shell completed the sale of Jiffy Lube International and Premium Velocity Auto to Monomoy Capital Partners.
Read articleShell agrees $1.7 billion Gulf offshore asset sale
Shell has agreed to sell interests in the Na Kika platform, associated fields and the Coulomb tieback.
Read articleONGC and bp sign technical-services agreement for Indian offshore fields
The agreement is intended to support production enhancement in India’s western offshore basin.
Read articleAirline shares recover as crude retreats from conflict-driven highs
US airline stocks strengthened when oil prices returned towards pre-conflict levels.
Read articleAirline shares recover as crude retreats from conflict-driven highs
US airline stocks strengthened when oil prices returned towards pre-conflict levels.
Read articleIEA expects lower global oil supply in 2026 after Gulf losses
The IEA projects a substantial annual decline in global oil supply, partly offset by gains from producers outside OPEC+.
Read articleIEA expects lower global oil supply in 2026 after Gulf losses
The IEA projects a substantial annual decline in global oil supply, partly offset by gains from producers outside OPEC+.
Read articlebp reports strong North Sea operating performance
bp highlighted its highest North Sea daily production performance since 2020 during March 2026.
Read articlebp reports strong North Sea operating performance
bp highlighted its highest North Sea daily production performance since 2020 during March 2026.
Read articleUS jet fuel production rises after sharp price increase
US refiners increased jet-fuel production following a substantial rise in prices earlier in the year.
Read articleUS jet fuel production rises after sharp price increase
US refiners increased jet-fuel production following a substantial rise in prices earlier in the year.
Read article