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Join date: Sep 21, 2022

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Jun 16, 20268 min
The Screen Is Trading Peace, But the Ships Are Not Moving Yet
Energy gave back a large part of the war premium today as the market started to price a reopening of the Strait of Hormuz, but the screen is now moving faster than the ships. WTI July fell to $75.79, down $4.96, while Brent August fell to $78.98, down $4.19. ICE gasoil followed, with July last around $893.50/MT, down $40.25 on the day. The technical break is now clear. July gasoil has traded below both its 20-day WDMA at $1,125/MT and its 50-day WDMA at $944.96/MT. The next major...

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Jun 15, 20267 min
The MOU Sold Gasoil, Not the Physical Risk
The market had one clean reaction to the US-Iran interim agreement: sell flat energy first and ask questions later. July gasoil fell more than $100/mt on the day to roughly $926/mt, down 10.2%, with the weekly chart now breaking below the 50-week moving average area near $890/mt after trading above $1,000/mt last week. Brent and WTI moved in the same direction, with front Brent down more than $7/bbl toward $83/bbl and WTI down more than $4/bbl toward $80/bbl. On the screen, this looked like...

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Jun 15, 20265 min
Optimizing Operations in the Biofuel Sector: Strategies for Enhanced Efficiency and Growth
The biofuel sector is evolving rapidly, driven by increasing demand for sustainable energy and stricter environmental regulations. Optimizing operations in this industry is no longer optional; it is essential for survival and growth. From feedstock sourcing to production processes and distribution logistics, every step offers opportunities for improvement. In this post, I will share practical insights and actionable strategies to help biofuel businesses streamline their operations, reduce...

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Henri Bardon

Henri Bardon

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