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Makai Research

Jeff McGee

Tanker market research & analysis, with a data-driven offering of macro and oil market fundamentals

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead makaimarine.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Which way, Chinese Refiner?

Before today's swirling geopolitical anxiety, several culprits were complicit in last month's stunning collapse in oil prices – looming OPEC+ policy decisions, macro fears leading to demand concerns, extreme positioning in the futures marke...

a month ago
14
1

A stay of execution?

Gloom has surrounded the European refining sector for decades, from a litany of issues -- most notably, its small-scale cracking refineries trying to compete in a hydrocarbon world increasingly dominated by large coking and petrochemical-or...

2 months ago
11
5

Oops! …I Did It Again

From the euphoria of pop stardom to the intense scrutiny over behavioural and mental health issues, singer Brittany Spears has endured a stunning and sad reversal in the celebrity cycle. Product tanker owners should take note, since in beh...

3 months ago
11
1

Collateral Damage

When Beijing locks onto a major strategic objective, it is rarely a timid affair. So it is with their goal of self-sufficiency in petrochemicals, to slash import dependence. This ambition has launched a staggering surge in chemical constr...

5 months ago
6
2

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Authors

The writers behind this newsletter.

  • Jeff McGee

    Experience: refining | oil trading | shipbroking | capital markets | derivatives | M&A

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