Collapse in petcoke prices restores the discount towards coal
The geopolitical situation between Iran and the USA-Israel continues to dominate the markets, with changing statements concerning a ceasefire agreement, new hostilities between ...
Gas
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War and outcome of talks dictate the energy markets – petcoke back in expensive zone towards coal
At the time of writing (early April) a ceasefire between the USA and Iran has been declared, leading to massive falls in the energy complex. The first weekend of talks ended wit...
USA-Venezuela action setting the stage for lower medium-term oil and petcoke prices – petcoke higher on lower freight rates
The year began with negotiations between Ukraine, the USA and Europe trying to put together a Ukraine peace plan which Russia can accept. Focus then shifted with the US military...
Europe-Russia and USA-Venezuela geopolitical play grips markets – petcoke discount moves lower
The markets are caught in a geopolitical grip, with low volatility but watching closely for clues on the outcome of the USA-led peace negotiations between Ukraine and Russia, wi...
Oil lower, petcoke discount higher towards coal – 2026 forecast
Forecasts for 2026 show that oil prices will likely be lower than in 2025. Because coal and petcoke prices are influenced by oil markets, these are also expected to be lower. Th...
Petcoke up and discounts down as coal keeps sliding in geopolitical waiting game
September through to early October became a wait-and-see period as geopolitical events continue to unfold. The war in Ukraine shows few signs of progress although several episod...
Energy markets in range awaiting impact from tariffs and geopolitic uncertainty
Geopolitics and tariff deals or negotiations are setting the tone for the energy complex. The EU and USA have signed a deal with a 15 per cent tariff on EU exports but a 50 per ...
All quiet in the energy markets in July
July was a quiet month in the energy markets as geopolitical developments in the Middle East cooled slightly. Freight rates slipped from highs. Brent oil fell below US$70/bbl an...
Middle East war and tariff to drive oil and coal prices up – petcoke stable
It has been another month dominated by geopolitics, most prominently the conflict between Israel and Iran. The bombing and missile exchanges led to a jump in oil prices before i...
Energy markets recover on pause in tariff battles; petcoke lower on weak demand and increased supply
Geopolitics and trade tariffs dominated the news during May and June. The suspension of the USA-China tariff battle should provide relief for at least a few months, raising the ...