Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul>
<li>For the week ending 21/Mar, U.S. crude inventories fell by 3.3m barrels (vs. expectations of 1.5m build), gasoline and distillate stockpiles fell less than expected.</li>
<li>US natural gas inventories rose by 37 Bcf for the week ending 21/Mar, in line with analyst expectations. Inventories are 6.5% below the 5-year seasonal average.</li>
<li>Shell to boost shareholder distributions to 40-50% of CFFO and cut costs by USD 5-7 billion by 2028. Exxon plans 250 layoffs in the UK by 2026.</li>
</ul>


For the week ending 21/Mar, U.S. crude inventories fell by 3.3m barrels (vs. expectations of 1.5m build), gasoline and distillate stockpiles fell less than expected.
US natural gas inventories rose by 37 Bcf for the week ending 21/Mar, in line with analyst expectations. Inventories are 6.5% below the 5-year seasonal average.
Shell to boost shareholder distributions to 40-50% of CFFO and cut costs by USD 5-7 billion by 2028. Exxon plans 250 layoffs in the UK by 2026.


[ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

SGX Technically Specified Rubber 20 (TSR20) Futures: Effective from 16th May 2011, this contract will be migrated from SICOM platform to the SGX-DT platform. It will cease trading on SICOM at the close of business day Friday, 13th May 2011. Trading hours are revised as 7.55am to 6.00pm (no lunch break). Please refer to SGX products website for the new revised contract specifications. Exchange symbol: TF. Product Specifications: https://www2.sgx.com/derivatives/products/sicom-rubber?cc=TF

<ul><li>Rubber worth US$341 million exported in January 2025</li><li>Companies initiate moves to cash in on higher rubber prices</li><li>Tariff war may come to Vietnam’s advantage</li></ul>

Rubber worth US$341 million exported in January 2025Companies initiate moves to cash in on higher rubber pricesTariff war may come to Vietnam’s advantage

Higher Returns, Lower Volume In Year Beginning For Vietnam Rubber

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

<ul><li>Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flows</li><li>China copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and India</li><li>Smelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levels</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flowsChina copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and IndiaSmelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global copper markets navigate trade flow shifts and smelting challenges

<ul><li>US$127 million tire recycling plant coming up in Sunderland</li><li>TRA calls for immediate action to end the T8 exemption</li><li>ATMA’s stress to rein in ELT imports comes as wakeup call for UK</li></ul>

US$127 million tire recycling plant coming up in SunderlandTRA calls for immediate action to end the T8 exemptionATMA’s stress to rein in ELT imports comes as wakeup call for UK

UK Breaks Ground On First Tire To Fuel Facility Amid ELT Export Row

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Base oil is the main component in the production of lubricants including greases, motor oil and processing fluids. They constitute around 90 percent in lubricants. The American Petroleum Institute (API) has categorized base oils into five categories. Group I, II and III are refined from crude.

<ul><li>Global base oils prices mostly weaken vs higher feedstock/competing fuel prices.</li><li>Lower prices of light-grade base oils relative to heavy-neutrals leave those supplies more exposed to impact of higher feedstock costs at a time when demand faces seasonal rise.</li><li>FOB Asia base oils prices fall vs Singapore gasoil.</li></ul>

Global base oils prices mostly weaken vs higher feedstock/competing fuel prices.Lower prices of light-grade base oils relative to heavy-neutrals leave those supplies more exposed to impact of higher feedstock costs at a time when demand faces seasonal rise.FOB Asia base oils prices fall vs Singapore gasoil.

Global base oils margins outlook: Week of 24 March

Analysis of underlying commodity demand & supply

Commodities
Analysis of underlying commodity demand & supply

[ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub

US oil inventories fell more than expected, while natural gas inventories rose in line with expectations. Shell to increase shareholder...

Mint Finance

Higher Returns, Lower Volume In Year Beginning For Vietnam Rubber

Vietnam's rubber export volume continued to register a decline at the beginning of this year, but the higher global rubber prices are able to give...

Helixtap

Global copper markets navigate trade flow shifts and smelting challenges

Key copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang discuss the current trends in the...

Commodities Focus

UK Breaks Ground On First Tire To Fuel Facility Amid ELT Export Row

The United Kingdom has taken a significant step toward addressing the environmental challenges posed by waste tires. The recent groundbreaking of...

Helixtap

Global base oils margins outlook: Week of 24 March

Global base oils prices mostly weaken vs higher feedstock/competing fuel prices. Lower prices of light-grade base oils relative to heavy-neutrals...

Base Oil News

[ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub

​US oil inventories fell more than expected, while natural gas inventories rose in line with expectations. Shell to increase shareholder...

Mint Finance

Higher Returns, Lower Volume In Year Beginning For Vietnam Rubber

Vietnam's rubber export volume continued to register a decline at the beginning of this year, but the higher global rubber prices are able to give...

Helixtap

Global copper markets navigate trade flow shifts and smelting challenges

Key copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang discuss the current trends in the...

Commodities Focus

UK Breaks Ground On First Tire To Fuel Facility Amid ELT Export Row

The United Kingdom has taken a significant step toward addressing the environmental challenges posed by waste tires. The recent groundbreaking of...

Helixtap

Global base oils margins outlook: Week of 24 March

Global base oils prices mostly weaken vs higher feedstock/competing fuel prices. Lower prices of light-grade base oils relative to heavy-neutrals...

Base Oil News

US oil inventories fell more than expected, while natural gas inventories rose in line with expectations. Shell to increase shareholder...