Insights: Diesel and jet cracks and crude freight past the peak
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͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ Vortexa (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkwzSTEiaze4T3T24JQn7zylCD6uOdjqMGDcIA_HHGqq7CYxp_uayRWVRpnBoPJ6-BYU=) Login to Platform (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkjN3AXzXNuYkXEsUwHW6IYosQKsIAZMT8dytSu2a2o1xUDqTw0XgYFBnrchaGvTaC20=) 13 November 2026 Insights Newsletter In this newsletter, we cover how seaborne supply points to easing diesel and jet cracks and why VLCC rates should hold above pre-conflict levels. Diesel and jet cracks stay high but seaborne supply points to easing Tight inventories have underpinned strength in middle distillate cracks, but seaborne flows point to a potential loosening ahead. Read analysis: https://www.vortexa.com/insights/diesel-cracks-stay-high-but-seaborne?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights Crude Freight: Past the Peak, But the Floor Should Hold VLCC rates could further ease from record highs, but inefficiencies, attacks and fleet consolidation should keep them above pre-conflict levels. Read analysis: https://www.vortexa.com/insights/crude-freight-past-the-peak-but-the?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights MORE UPDATES High Risk Flows & Freight Report: Running on empty: Iran's exit drains the shadow buffer This month, we explore how near-zero Iranian exports drained the high-risk crude buffer, record Chinese imports of Russian crude and recovering Gulf exports. Get the report: https://www.vortexa.com/resources/report/high-risk-flows-freight?utm_source=marketo&utm_medium=email&utm_campaign=2026-11-%7C-report-%7C-high-risk-flows-%26-freight-november-2026&utm_content=newsletter&utm_term=insights Event: LNG's key short-term themes: Hormuz uncertainty, Russia sanctions and shipping imbalance | Webinar Join Vortexa's team of LNG analysts in an upcoming LNG webinar to discuss what upcoming LNG themes should be watched carefully Secure your spot: https://www.vortexa.com/events/webinar-global-lng-november?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights POWERED BY Energy analytics dashboard (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkjoNPMHO1ZlckYCCQL3IhOc--_zZ9OBr5NMRlT4wV6w5OQ_SPQJuhxjLGZGSEdMA610=) Energy Analytics Real-time & predictive insights for global energy and freight markets. Learn more → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkjoNPMHO1ZlckYCCQL3IhOc--_zZ9OBr5NMRlT4wV6w5OQ_SPQJuhxjLGZGSEdMA610=) Freight analytics dashboard (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkuH4fJMeuvowJYJBl39WhGteEFW3eNnp6dtXrcsZDP_hYC3yAM2GmxkHUqb-wOs_hYQ=) Freight Analytics Get the full story of vessel supply, demand, and freight pricing. Learn more → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkuH4fJMeuvowJYJBl39WhGteEFW3eNnp6dtXrcsZDP_hYC3yAM2GmxkHUqb-wOs_hYQ=) Vortexa (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkwzSTEiaze4T3T24JQn7zylCD6uOdjqMGDcIA_HHGqq7CYxp_uayRWVRpnBoPJ6-BYU=) Questions? Send us a message (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGldQrAkgs1Qvvh7lhqwPJBXbWRIWLoDsSk0SyjlmYLfzMrmMmd1oLdBeo84mmDi_ae4h_2Zsg=) Copyright © 2026 Vortexa Ltd. All rights reserved. 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