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article 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

report brief Upstream Jun 03

CNOOC Q1 output jumps 8.6% to 205mm BOE as capex accelerates 19% — bearish at the margin for Brent

report brief 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

report brief Upstream Jun 03

Phillips 66 consolidates WRB and winds down Los Angeles — West Coast crack support, mid-con barrels in-house

report brief Upstream Jun 03

Marathon's Q1 refining cut: BANGL and Northwind reshape the cash engine toward midstream

article Eu Power Jun 03

EU Carbon Reform Could Drag EUA Prices 13% Lower Even As July Review Looms

report brief Upstream Jun 03

Valero's California exit confirmed in the filing — West Coast gasoline cracks lose a structural seller

report brief Eu Power Jun 03

Engie's nuclear EBIT halves to €111m as Belgian reactors leave the merchant book — bearish for captured-price upside, neutral for TTF