Kpler(@Kpler):Asia pulls, freight takes the margin Limited Hormuz flows and falling Iranian floating storage are keeping Asian buyers focused on Atlantic Basin barrels. That demand has helped clear Europe’s prompt length and firm DFL, while relatively cheap WTI keeps Midland competitive into Asia. The arbs remain open, but freight is taking a growing share of the margin. Real-time tools to enable faster, better decisions:

2026.09.08 15:26

Asia pulls, freight takes the margin Limited Hormuz flows and falling Iranian floating storage are keeping Asian buyers focused on Atlantic Basin barrels. That demand has helped clear Europe’s prompt length and firm DFL, while relatively cheap WTI keeps Midland competitive into Asia. The arbs remain open, but freight is taking a growing share of the margin. Real-time tools to enable faster, better decisions:

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