🌾 Kpler terminal masterclass | Beyond the Black Sea: Russia's grain pivot & dry bulk seasonality How are shifting grain flows, seasonal trade patterns and vessel availability reshaping the #drybulk market? Join our upcoming Kpler Terminal Masterclass to explore how you can connect physical commodity flows with #freight dynamics and market developments to make more informed decisions. Here's what you'll learn: - Spot seasonal trade shifts and harvest anomalies early. - Track changing physical flows and cargo diversions. - Assess fleet tightness, port congestion and ton-mile impact. - Stay ahead with automated vessel, ETA and product alerts. Register here: okt.to/cK7jpx Can't attend live? Register and we'll send you the recording afterwards.

Some of the world's most important trade routes are also among the hardest to monitor. @Airbus and Kpler have signed a strategic agreement to deliver daily satellite vessel detection, providing customers with the ability to verify vessel movements independently of #AIS. The timing matters. Dark vessel activity, AIS manipulation and GNSS interference can create significant gaps in the conventional maritime picture. AIS is mandated by the IMO and remains the backbone of #vessel reporting, visibility and safety across the shipping industry, with Kpler's network capturing billions of these signals every day. Satellite imagery adds a complementary layer, helping tell an area-wide disruption from deliberate evasion and identifying vessels that try to stay hidden. Airbus' SPOT satellites will provide daily high resolution imagery, with advanced AI used to detect vessels both at sea and in port. Together, these capabilities will provide a clearer and more reliable view of maritime activity, including vessels that may not be visible through AIS alone. This partnership adds another powerful layer to how Kpler helps organisations understand how commodities, cargoes and vessels move around the world, so they can trade smarter.

🌾 Grains fundamentals: Unseasonal trade flows & unseasonal weather stir markets. Security risks are displacing traditional Black Sea exports, alternative Baltic routes are emerging, and super El Niño weather patterns are directly impacting South American crops. Join our latest webinar as #Kpler analysts break down how to navigate shifting supply routes and changing market dynamics. Key topics include: - Black Sea disruption, alternative routes, capacities and price dynamics - South American crop weather and production prospects - China’s continued relevance in soybean and corn markets - Fertiliser trade update, downstream effects and key insights Speakers: Ishan Bhanu, Alexis Ellender, and Matthew Darragh Register here: okt.to/Ht4GUT

📊 Asia’s stake in systematic flows: What CTA positioning means for commodity markets. On 5th November, Andrea Santiago and Jack Nealon will unpack how systematic CTA positioning works and why it matters, with Ali Ramady moderating the live Q&A. The session will also cover how CTA models generate signals and build positions in futures markets tied to Asian demand, how rule-based portfolios turn those signals into coordinated flows across #crude, #metals and #grains, and how positioning evolves through major macro events and commodity trends. If you trade, manage risk or invest in Asian markets, this is the positioning view worth having before the next move. Secure your place: kpler.com/webinars/asias-sta…

Oil flows recover, but fuel shortages persist Brent is trading at $108.50/bbl, with Strait of Hormuz crude flows averaging 10.1 mb/d over the past seven days. Despite improving flows, high freight rates, insurance costs and ongoing geopolitical tensions continue to pressure global #fuel supplies. Watch @Amena__Bakr and Matt Stanley discuss the latest oil market developments and growing concerns over refined product shortages: okt.to/3OFXIL

🚨 Is the global diesel market heading for a turning point? The near-term outlook for gasoil is weakening as refinery maintenance comes to an end, Russian exports partially recover and demand remains under pressure. However, upside risks persist, with renewed Ukrainian attacks on Russian refineries adding uncertainty to the US-Russia diesel deal. 🎥 Watch our latest video to explore what’s driving the diesel market and what could happen next. Learn more: okt.to/jmQp28

📉 Dubai crude spreads hit 6-month lows as Gulf exports recover. Dubai spreads face further pressure as Gulf exports recover and Saudi OSP cuts make regional #crude more competitive. Dubai M1/M3 has fallen to $8/bbl, its lowest level in six months, although tanker attacks and record freight rates remain key risks to further downside. Real-time tools to enable faster, better decisions: okt.to/eEsa34

⚠️ Sanctions relief unlikely to ease tanker crisis. Washington’s reported plans to ease sanctions on #ShadowFleet tankers may do little to alleviate record freight rates. Of approximately 160 OFAC-sanctioned VLCCs, Kpler estimates that only 24 could potentially return to mainstream trade after accounting for vessel age and ownership restrictions. With war risk, rather than vessel availability alone, driving freight costs in the Middle East Gulf, sanctions relief risks delivering limited commercial benefits while weakening geopolitical leverage. Stay ahead of the market with #Kpler Insight: okt.to/Nh8sAn

🇨🇳 China’s crude imports are rising, but is it really restocking? Despite record inventory drawdowns and increasing crude imports, China’s buying activity may not signal a return to stock-building. With higher Middle Eastern arrivals expected in October and Iranian supplies declining, China is looking to secure enough crude to support refinery runs while avoiding further inventory depletion. Watch our latest Kpler Market Briefing as Amena Bakr and Matt Smith explores what’s driving Chinese crude demand and where its next barrels could come from. Watch now: okt.to/CQwhLG

How could El Niño influence global commodity markets? 🌍 From shifting weather patterns to disruptions in #agricultural production, El Niño can have far-reaching implications for commodity markets. Understanding these changes is key to anticipating supply risks and navigating market uncertainty. Watch our latest explainer to discover how El Niño can influence global agricultural markets. Stay ahead of the market with #Kpler Insight: okt.to/tzo9Yf

Chinese oil demand supports Middle East Chinese refiners are accelerating Middle Eastern crude purchases as record inventory drawdowns and recovering refinery activity strengthen demand for prompt supplies. According to Kpler, Chinese buyers have secured at least 80 million barrels of Saudi crude since mid-September. Meanwhile, China's onshore #crude inventories declined by approximately 1.6 million barrels per day in September, the fastest pace on record. Refinery throughput is projected to reach 14.2 million barrels per day by December, increasing pressure to replenish stocks. Meanwhile, refiners also need to replace roughly 1 million barrels per day of Iranian supply as the US blockade remains in place. Stronger Chinese demand could limit further weakness in Dubai crude pricing, especially as escalating regional tensions continue to threaten supply flows. Stay ahead of the market with #Kpler Insight: okt.to/IBOW7f

🌍 Diesel shortages, rising freight rates and escalating Middle East tensions... What’s next for energy markets? In the latest Kpler Market Briefing, @Amena__Bakr and Michelle Brouhard explore why Russian diesel exports may offer limited relief, how rising freight costs are adding pressure, and what growing threats to Saudi energy infrastructure mean for global prices. Watch the full discussion for the latest market insights: okt.to/cuWzU6

🌎 Next up in the Kpler Pulse: Latam series Systematic CTA strategies trade many of the commodities and currencies that matter most to Latam, grains, metals, crude, and regional FX, often with little visibility into how that positioning is built or when it shifts. Join Kpler experts Andrea Santiago and Jack Nealon as they break down how these flows work, how they evolve through market cycles, and what they mean for traders, risk managers, and investors exposed to Latam markets. 📅 Thursday, October 15 ⏰ 10:00 COT | 11:00 EDT | 12:00 BRT | 16:00 BST Reserve your spot: okt.to/Z8H5c7

Tanker market outlook Q4 2026: Record freight, tightening supply and the road to 2027 Join Matt Wright, Lead Tanker Analyst, and Panagiotis Krontiras, Tanker Freight Analyst, on 14 October for Kpler's latest tanker market webinar. The session will examine the key developments shaping tanker markets, including the latest freight dynamics, shifting trade flows and the factors likely to influence the market through Q4. 📅 Wednesday 14 October 🕒 09:00 EDT | 14:00 BST Register here: okt.to/dqkLlr

⛽ Can tight octane markets keep gasoline prices supported through Q4? Seasonal demand may be slowing, but tight octane supplies, geopolitical disruptions and historically low inventories are keeping #gasoline markets stronger than usual. In Europe, low Rhine water levels and weak naphtha cracking margins continue to constrain aromatics supplies. Meanwhile, China's MTBE exports remain under pressure from tight #methanol and butane availability. Despite expectations of softer gasoline fundamentals heading into winter, Kpler analysts Ines Goncalves and Ciaran Tyler highlight why octane tightness could keep prices above typical seasonal levels and create further risks into 2027. Discover what's driving the outlook: okt.to/R5o2Pw

Oil Markets: Supply Shifts & Rising Tensions From record-breaking production in Latin America to hurricane disruptions in the US Gulf, oil markets are facing fresh supply shifts. In today's market update, Michelle Brouhard and Matt Smith discuss rising output in Argentina, Brazil and Guyana, hurricane-related production shutdowns, and growing uncertainty around US-Iran tensions. 🎥 Watch the latest update for insights into the forces shaping global #oil markets: okt.to/lZxgQj

WTI Midland stays competitive as Atlantic freight surges Freight has surged across the Atlantic Basin, with TD25 now close to WS1000. Even so, WTI Midland still screens competitively into Europe. A wider Brent-WTI spread is helping offset the freight hit, while tight European light sweet supply continues to support demand for US barrels. The bigger question is how long that can hold if freight stays this elevated and more Atlantic Basin supply starts competing for the same refinery demand. Real-time tools to enable faster, better decisions: okt.to/8uHXpl

Middle East oil flows are recovering, but the market isn’t back to normal yet. Crude production and exports across Kuwait, Iraq and Saudi Arabia are moving closer to pre-conflict levels, while refined product loadings are also beginning to pick up. But with flows still lagging and gasoil around $178/bbl, tightness remains. 🎥 Matt Stanley and Matt Smith break down the latest Kpler data: okt.to/VOS5Au

Saudi Red Sea exports rebound Saudi Arabia’s Red Sea crude export system is demonstrating renewed resilience after disruption to the East West Pipeline. Confirmed loadings from Yanbu and Muajjiz reached around 45 million barrels between 17 September and 4 October. Satellite imagery captured on 4 October showed two tankers berthed at Yanbu and three occupying all available berths at Muajjiz. Operations have continued despite heightened regional security risks, while activity at Egypt’s Sidi Kerir signals a broader return of alternative routes for Asian buyers. The recovery strengthens Saudi Arabia’s ability to sustain crude flows while reducing reliance on more exposed maritime chokepoints. Stay ahead of the market with #Kpler Insight: okt.to/DiapMy

🌍 Next up in the Latam Series. Venezuela's evolving sanctions landscape, deceptive shipping tactics, and the ports moving cargo across the region all carry real compliance and commercial risk, often hidden until it's too late. Join Kpler experts Dimitris Ampatzidis and Robert Taylor-Branco as they break down the latest developments across maritime risk, including sanctions, dark activity, and port intelligence across the region. Reserve your spot here: okt.to/Bgw0s5