As Europe faces ongoing energy challenges, uncertainties grow over #Russian #gas supplies via #Ukraine. With Ukraine signalling it may not renew its transit contract with Russia by the end of the year, Central and Eastern European (CEE) countries could be significantly impacted.

Shifting Hotspots for Ship-to-Ship Transfers of Russian Oil In response to Greece's crackdown on risky #oil transfer activities in the #Laconian Gulf, maritime operations have rapidly adapted, relocating to new regions like Malta, Italy, and Western Africa. Despite a 40% drop in

Join Kpler at #Coaltrans Asia Visit us at Stand 30 from 8-10 September 2024. As the world’s top thermal coal exporter and a key supplier of critical minerals, Indonesia is a central player in shifting energy markets and a major driver of dry bulk shipping demand. Our team will

2025 term-supply negotiations in Asia may tilt in favour of buyers As 2025 term-contract negotiations approach, Asian buyers, particularly China, are likely to have the upper hand with Middle Eastern oil producers. The era of high refining margins is over, and demand is

Navigating the future of energy markets Join Us at the APAC Insight Forum 2024 in Singapore next month Change is a constant in energy markets, and staying ahead of the curve is crucial. The Kpler APAC Insight Forum 2024 in Singapore will bring together industry experts to

Laden LNG tanker approaches Plaquemines LNG ahead of its start-up The Qogir #LNG carrier, with a capacity of 174,000 m³ and loaded with cargo from Norway’s Snohvit, was seen approaching the Plaquemines LNG terminal in Louisiana. Venture Global has received approval from FERC to

China's coal imports limited by record hydro output and higher domestic production China's #thermal power output declined for the third consecutive month in July, driven by record hydropower output. Meanwhile, #coal production in key regions such as Xinjiang, Shanxi, and Inner

Kpler Head of Oil Analysis Viktor Katona notes that the engine failure of the Sredina this morning could affect Libya’s fuel supply. "In addition to clogging a crucial waterway, the immediate impact will likely be on Libya's fuel consumption," Katona commented on the incident

LNG carrier Pioneer (9256602), which loaded cargo from Russia’s sanctioned Arctic LNG 2 project, recently met with New Energy (9324277) just north of the Suez Canal to perform a ship-to-ship (STS) transfer. While STS transfers at sea are uncommon and more complex for #LNG, they

Kpler Identifies Third Vessel at Arctic LNG 2 Train 1 🚢 Using radar satellite imagery, Kpler has identified a third vessel moored at Arctic LNG 2’s Train 1 as of August 25. We believe this vessel to be the newly sanctioned Everest Energy, which spoofed its position during the

Is it time for the market to reevaluate its geopolitical risk premium? Despite strong summer demand, #oil prices are bearish due to weak economic data from China, Europe, and the US. However, rising tensions in the Middle East, Ukraine, and Libya could change the market dynamic.

Expanded Deutsche Ostsee LNG terminal receives commissioning cargo Deutsche Ostsee LNG terminal in Mukran, Germany, received its first cargo after expanding with a second FSRU, the Neptune. The 174,000 m3 Hellas Diana LNG tanker discharged its load from Texas-based Freeport LNG

China continues to buy Brazilian, shunning US soybean Soybean shipments to China remain strong, with line-ups for September and October arrivals already nearing 7 million metric tons (Mt) each month. According to Kpler predictive data South American shipments for August,

A breath of fresh air for refinery margins at the end of Q3 The current landscape is challenging, with margins under pressure, particularly in #Europe and #Asia. This has led to the possibility of deeper run cuts beyond what was originally planned for scheduled maintenance.

Downside awaits for oil prices next year as balances weaken Our latest analysis reveals a weakening in global #oil balances, primarily driven by downward revisions in Chinese oil demand due to underwhelming economic activity. While we anticipate stronger Asian demand in Q4, an

US #LNG exports saw a significant rise in August, reaching 7.35 mt, marking a 10.4% increase from July and 5% higher than the same period last year. This growth was largely driven by a 1.5x surge in shipments from the Freeport LNG plant in Texas, which resumed operations after a

Soft Chinese demand push iron ore and steel prices down Iron ore and #steel prices fell as Chinese demand remained weak, driven by weak economic performance. Global iron ore exports stayed flat in August, with Brazil near record highs and Australian exports declining. Struggles