Daily Trade Ideas

Short July Arb At these levels we anticipate some physical sell side interest on the front arb, with arb opportunities becoming more favourable.  For brokerage ...

Short July 0.5% Sing Crack With cargos of LSFO arriving from Dangote refinery in Nigeria we have seen cracks come off. Demand is still tepid ...

Short July/Aug 0.5 Sing Oil refiners across Asia are bringing back some idled capacity after maintenance, As much as 400,000 barrels of daily capacity, or ...

Long Jul Barge 0.5% Crack We have seen a rise in the Jul crack this morning. Although there has been good supply of LSFO recently, ...

Short Jul 0.5 EW Nigeria’s newly built Dangote refinery are activating their production of low Sulphur fuel oil which get exported to Singapore. This could ...

Short Jul 0.5% Sing Crack According to market and ship tracking data, Singapore, Asia’s main oil hub, is set to receive this week the first ...

Long Jul NWE Naphtha Crack Naphtha cracks have held firm despite weaker gasoline and stronger flat price, so we think there is still an overhang ...

Short Jul Euro Hi5 Demand for HSFO in Europe has seen a slight uptick lately, with higher bunkering requirements ahead of the summer as the ...

Long Aug 380 E/W With the Middle East already suffering from high summer temperatures and drawing in a lot of HSFO for generating power, we ...

Long the Jul/Aug 92 spread This spread got to highs of 55 , but then got pressured down to 35 levels due to physical selling ...