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.

Deep Fundamental Analysis

Unpacking Implications of OPEC Meeting Postponement

Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+

Oil Prices Surge As The Situation In The Red Sea Intensifies

Supply Tightness, Robust Demand Could Push Crude Oil Prices Into Triple Digit Territory

BOJ's Looser for Longer Stance Risks Pushing Yen To 155/USD

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Crack spread refers to the gross processing margin of refining (“cracking”) crude oil into its by-products.</li>
<li>Crack spreads are affected by seasonality, supply, and inventory levels of crude and refined products, as well as demand for each refined product.</li>
<li>A low-demand outlook for refined products of crude is prevalent due to expectations of an economic slowdown.</li>
</ul>


Crack spread refers to the gross processing margin of refining (“cracking”) crude oil into its by-products.
Crack spreads are affected by seasonality, supply, and inventory levels of crude and refined products, as well as demand for each refined product.
A low-demand outlook for refined products of crude is prevalent due to expectations of an economic slowdown.


Crude Oil

Navigating the Crude Oil Crack Spread