News
El Ni'o to modestly lift China's wind generation El Ni'o to modestly lift China's wind generation, offsetting hydro weakness and capping LNG demand | Kpler -
1+ hour, 30+ min ago (84+ words) Market & Trading Calls Historical power generation by fuel in China (TWh) Source: NEA, NBS, Kpler Insight Year-on-year changes in monthly renewables generation by type (TWh) China's monthly renewable power utilization factor by type (%) China's historical and forecast monthly wind utilization…...
The OFAC warning every operator needs to understand
2+ day, 1+ hour ago (943+ words) The compliance question most shipping companies have been asking about Hormuz is: will we face sanctions exposure if we pay for safe passage? It is the right question. But it starts too late. On 1 May 2026, OFAC issued a warning that…...
US Spring Planting Acreage Shifts as Growers Weigh Costs
2+ day, 3+ hour ago (381+ words) The signing of the MOU by the US and Iran is already rewriting grain trade via the Strait of Hormuz. What stands out in the most recent data is not just the headline revival of imports into Iran, but the…...
El Ni'o to modestly lift China's wind generation
1+ day, 23+ hour ago (84+ words) Market & Trading Calls Historical power generation by fuel in China (TWh) Source: NEA, NBS, Kpler Insight Year-on-year changes in monthly renewables generation by type (TWh) China's monthly renewable power utilization factor by type (%) China's historical and forecast monthly wind utilization…...
Hotter summer raises Japan LNG demand
6+ day, 32+ min ago (118+ words) Latest JMA forecasts maintain a 60% probability of above-average temperatures across Japan through July'August, with the strongest heat expected in August across central and western Japan. Kpler Insight has therefore raised its August population-weighted CDD forecast to ~377 degree days, supporting stronger…...
94% of Hormuz transits are now outside the IMO lane
6+ day, 7+ hour ago (625+ words) When almost every vessel avoids the formal shipping lane, deviation stops being a red flag. It becomes the baseline. And that creates a serious problem for compliance teams who have built their assessments around it. Between 1 March and 19 May 2026, Kpler…...
Water levels, heat and rail capacity stress German logistics
6+ day, 15+ hour ago (123+ words) German oil logistics are under increasing strain as low Rhine water levels and a heatwave put pressure on already stretched distribution systems. "Market & Trading Calls The fall in water levels continues a trend visible since April, with levels at Kaub…...
Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk The Hormuz crisis and the future of maritime risk
1+ week, 17+ hour ago (183+ words) Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk Kpler Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk Strait of Hormuz transits are down 92%, war-risk premiums have been repriced,…...
Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk - Whitepaper
1+ week, 6+ day ago (188+ words) Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk Kpler Beyond open or closed: The Hormuz crisis and the future architecture of maritime risk This whitepaper examines what proprietary data from 895 observed crossings reveals about…...
Westbound jet fuel cargo pulls resurge
2+ week, 2+ day ago (432+ words) as Asian exports rebound Kpler Westbound jet fuel cargo pulls resurge as Asian exports rebound Dynamic middle distillate realignments have accelerated out of Northeast Asia, sending South Korean jet fuel long-haul toward European buyers as combined regional exports largely recover…...