Market signal: Energy Commodities in GCC

What this is. A 30-day market-signal read on energy commodities in the GCC, written for traders, charterers, storage operators and corporate buyers exposed to Gulf barrels. Two signals dominate the window and they point in different directions — which is exactly where the opportunity sits. Signal 1 — the crude rebound is real but fragile. Middle East crude exports have recovered to and above pre-war levels: Kpler’s 7-day average hit 18.3 million b/d on 30 September against roughly 18 million b/d in the twelve months before the war, and exports exceeded pre-war levels on 14 days i…

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