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The dollar's weakening grip on commodity pricing
The US dollar dominates pricing and payments of energy and metals. But this could be about to change. Geopolitical and economic motivations for dro...
The energy transition’s toll on refining
Slower demand growth and diverging trends between products and between East and West will drive the capacity additions, refinery closures, changes ...
The growing threat of recession: implications for commodity demand
The global economy is expanding at a healthy pace, but risks are mounting. Trade conflict continues to escalate, while the strains of higher intere...
The implications of the EU ban on Russian distillate exports
The EU embargo which took effect in December 2022 for crude oil will include refined products from February 2023. Crude trade flows have already re...
Prolonged Colonial pipeline outage could be a boon for European refiners
The Colonial refined products pipeline remains offline following the cyberattack on May 7. After a short spike in prices on Monday May 10, the mark...
Unravelling the mystery of China's mixed aromatics imports
On 1 May 2018, the Chinese government is launching a new tax system that could have crucial implications for the country's gasoline domestic supply...
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