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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessHigher Distillate Cracks Forecast Amid Tight Refining: Goldman
Distillate margins and refined product volatility are too low due to structural tightness in the refining market and refined products exposure to potential Red Sea disruptions according to Goldman Sachs.
- ICE gasoil cracks forecasts have been raised by $3/bbl to $27/bbl in 2024 and $25/bbl in 2025.
- “The key structural tailwinds to distillate margins are elevated refining utilization rates, a lighter slate, high freight costs, and still relatively high global natural gas prices, while low inventories and positioning offer additional cyclical support.”
- Gasoline cracks have risen more quickly than expected this year assisted by increased positioning. The US RBOB gasoline-Brent crack forecasts have been revised slightly lower with Sum24 at $22/bbl and Cal25 to $14/bbl due to weaker inventory trends.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.