ICE
Latest news, market signals and causal drivers for ICE.
Latest ICE Coverage
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Eu Power
Jun 03
Nordic Power Curve Climbs on Industrial Demand Bets as Hydro Deficit Lingers
report brief
Upstream
Jun 03
Pertamina holds 1 mmboe/d upstream but 882 kbpd of refining keeps Indonesia long on import demand — bid for Mideast crude and Asian gasoil
report brief
Eu Power
Jun 03
Tokyo Gas FY2025: Power retail volume up 19.5%, city gas flat — the LNG demand signal sits in electrons, not molecules
report brief
Upstream
Jun 03
Inpex front-month sell vol still wide: Ichthys lifts volumes but $67.39 realised crude caps the upside
report brief
Upstream
Jun 03
YPF's Vaca Muerta funding case now rides on the IMF's US$20bn program, not the drill bit
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Geopolitics
Jun 03
BP's ousted chairman clashed with CEO before sacking, WSJ reports
report brief
Eu Power
Jun 03
KEPCO's frozen fuel-cost charge caps tariff relief just as Dubai crude rips to $89.55 — bearish for the won-cost squeeze, bullish for Korean LNG/coal demand floor
report brief
Upstream
Jun 03
Rosneft Posts 5.02 mmboe/d as OPEC+ Eases in Q4 — Urals/ESPO Realisations Stay Squeezed by Discount Regime
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Upstream
Jun 03
CNOOC Q1 output jumps 8.6% to 205mm BOE as capex accelerates 19% — bearish at the margin for Brent
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Upstream
Jun 03
Neste Q3 SAF Hits Record 251kt as Renewable Sales Margin Jumps to $480/t — But BTC Cliff and 4.3x Net Debt Frame the Risk
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