Our team discussed the latest developments shaping global crude storage, including major coverage additions, evolving inventory patterns.
The EU-UK summit, reportedly in July could confirm ETS linkage, narrowing the EUA-UKA spread and reshaping European carbon markets for years to come.
The market is treating Hormuz as binary: open or closed. EA's proprietary maritime data shows oil flow recovery will be slow, uneven and may never fully normalise.
High-frequency data suggest higher oil prices have yet to trigger meaningful demand destruction, with trucking, gasoline and jet fuel consumption largely resilient.
Market data and intelligence provider Energy Aspects has completed the acquisition of Kayrros, the Paris-based energy analytics and satellite data company.
The dynamics of short-dated WTI options pricing are set to change due to the emergence and rapid growth of 24/7 WTI crude oil perpetual futures.
Podcast: Jeff Currie on diesel, Hormuz and why oil, commodities and hard assets may be mispriced as markets overlook structural shortages.
Energy Aspects wins Commodity Research House of the Year at the Energy Risk Awards 2026 for the second consecutive year.
Energy Aspects called Europe’s jet fuel tightness early, tracking falling Middle East flows, lower ARA stocks and limited replacement barrels through Q2 26.
Global refined product shortage: Energy Aspects explains why jet fuel, diesel and gasoline deficits are underpriced and when the West will feel the impact.
Energy Aspects unpacks the widest paper-physical crude disconnect in years and why the gap between Asia prices and Brent should close.
Watch EA’s webinar on North American gas and power markets, covering Lower 48 supply, LNG feedgas, gas burn, and PJM/ERCOT pricing trends.
Free 2026 Canadian Crude Trading Calendar from Energy Aspects with key market dates, trade windows, Enbridge NOS, IEA OMR and OPEC MOMR.
Energy Aspects’ latest view on the geopolitical and security backdrop in the Middle East, including how current tensions are affecting supply risk and market pricing
Energy Aspects launches EA 360, a new platform giving investment professionals independent cross-market intelligence across energy, macro and geopolitics.
The US–Iran ceasefire appears to be holding for now after a shaky start, but the process remains fragile.
Amrita Sen caught up with Sean M. Maher at Phillips 66, to discuss the medium-term implications of the Iran conflict for oil markets and global energy balances.
The upgraded service gives clients a dynamic view of the global refining system, combining asset data at unit level, operational intelligence, margin analytics.
Dr Amrita Sen, caught up with Jeff Currie to discuss disruptions and market denial in the immediate aftermath of the US/Israeli strikes on Iran.
Market data and intelligence provider Energy Aspects have agreed to acquire Kayrros, the Paris-based, award-winning energy analytics and satellite data company.
Global energy prices have soared as US and Israeli strikes on Iran—and the ensuing regional fallout—have thrown global energy security into chaos.
Explore a timeline of Energy Aspects US-Iran analysis. Even before the conflict began, Energy Aspects has helped clients navigate the risks.
Geopolitical escalation in the Middle East: Analysis of the US–Israel–Iran conflict, including military strikes, retaliatory actions, and threats to regional energy
 Energy Aspects’ bullish call on the JKM–TTF front-month spread is validated as Asia’s LNG demand and supply dynamics shift in early 2026.
Industry leaders at the Energy Aspects Conference 2026 discuss the future of oil, gas, and energy transition, highlighting investment, policy, and technology shifts.
Explore policy insights from the Energy Aspects Conference 2026, covering US energy reliability, nuclear growth, and the global impact of American exports.
Explore insights from the Energy Aspects Conference 2026 on the scale, challenges, and future of the US resource base and its role in global energy security.
Explore insights from the Energy Aspects Conference 2026 on price volatility, geopolitical risk, and the evolving fundamentals shaping global energy markets.
The early signals that provided a clear indicator of the challenges that Waha prices and Permian production continue to face in early 2026.
Watch Ep 15 of the EA Forum, featuring Dr Amrita Sen and Jeff Currie, as they discuss the return of the old economy. Plus, get a sneak peek at Jeff’s own portfolio.
Instantly query and analyse our latest datasets alongside your own, all within your Snowflake environment, no manual downloads or transfers needed.
Discover how financial flows, systematic positioning, and a well-timed weather catalyst combined to drive the largest price surge since 2022.
Geopolitics is driving real oil supply disruptions. Discover how our AI-powered EA crude oil geopolitical risk index offers timely, actionable market insights.
Energy markets remain highly volatile as geopolitical tensions continue to cloud the 2026 outlook. US–Iran talks are set to resume this week after limited progress
We still expect Exxon's 6 Mtpa Golden Pass LNG Train 1 to load two cargoes in March, aligning with the company’s comment today that it expects first LNG in March.
Market drivers for 2026 and beyond: Venezuelan sanctions; tensions in Iran; OPEC+ targets; Chinese stock builds; and other factors influencing global oil balances.
Geopolitical tensions in Venezuela and Iran are firmly in the spotlight, setting the early-year tone for risk across global energy markets.
Following the US removal of Nicolás Maduro, Energy Aspects provided their outlook for oil supply and politics in the country and the wider region.
Explore 2026 oil market outlook with Yasser Elguindi and Dr Amrita Sen. Bullish demand, hidden trends, OPEC reserves, and key risks discussed in depth.
Despite vast reserves, Venezuela’s path to higher oil output is fraught with technical, financial and political challenges.
Crude prices face renewed pressure as markets anticipate heavy Q1 26 stockbuilds, with curves poised to shift into contango.
Discover acetic acid’s production, key applications, market trends, and its vital role in the global chemicals and industrial sectors.
An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights.
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
This article explores how companies like EQT and Kinder Morgan are positioning themselves amid global demand growth, and examines the impact of new pipeline projects
This featured analysis explores the impact of crypto mining, data centre expansion, and ongoing regulatory reforms.
Products, and diesel in particular, have been the biggest mover this week, with Atlantic basin diesel cracks and spreads surging on low inventories, refinery outages
The report explores the impact of Russian export risks, OPEC+ policy uncertainty, and shifting Asian crude demand on global oil balances and pricing.
Energy Aspects analysis suggests that it is possible to balance the market without US LNG shut-ins in 2029, but the situation remains precarious.
How Saudi Arabia has significant opportunities to develop low-carbon industrial activities, especially in metals and plastics, leveraging its energy.