Insights

Daily Oil Fundamentals

Exports Improve, not Sentiment

29 Sep 2026

Exports Improve, not Sentiment

In the spirit of oil always finds a way, it appears through various news agencies that more oil is navigating to market from the geographical Middle East region than at any time since the start of the war. We look at the remarkable shipping workarounds below, but ‘Kpler’, according to ‘Reuters’ estimate exports are now at 80 percent of pre-war levels.

Daily Oil Fundamentals

Misplaced Mid-week Optimism

28 Sep 2026

Misplaced Mid-week Optimism

Heads were spinning, and eyes were rolling last week. It was a cumbersome task to follow, minute by minute, the events that shaped the thinking and views of the investment fraternity. Markets were volatile and, at times, even violent. Now that the dust has settled on the developments of a turbulent week, the key takeaways, admittedly and almost obviously arbitrary, are as follows: investors sent a strong message to all involved: end the conflicts; they do no good to anybody.

Daily Oil Fundamentals

Uncertain Truce, Uncertain Diesel, Undisputed Inflation

25 Sep 2026

Uncertain Truce, Uncertain Diesel, Undisputed Inflation

Predicting price movements is a brave undertaking. Betting on de-escalation, either in the Middle East or Ukraine, ditto. Tension undeniably keeps brewing, and not exactly under the surface.

PVM Data & Analytics

Parameta Solutions, the data and analytics arm of TP ICAP, delivers global energy and commodities market data sourced directly from PVM. This empowers traders, analysts, and risk managers to optimise hedging strategies, price contracts and reduce risk exposure.

Discover more about accessing their energy, commodities, and real-time oil data.