Gulf to ChinaGulf to Japan and KoreaGulf to IndiaGulf to Europe by SuezUS Gulf Coast to EuropeUS Gulf Coast to Asia by the CapeWest Africa to EuropeBaltic to IndiaSuez to IndiaRussian Pacific ports to ChinaBrazil to China Strait of Hormuz Bab el-Mandeb Suez Canal Strait of Malacca Cape of Good Hope Danish Straits

Energy markets, explained.

XAnalysts is a specialist energy intelligence firm, where insights, advisory, competency and education converge, enabling you to ‘i-ace’ the energy markets.

Oil is our prowess. Energy is our perspective. Creativity is our method.

Engagement model

It starts with a conversation about one market question that matters to your business. We talk through what is happening, what is still uncertain and what it could mean commercially. Then we work out together what would help most: deeper analysis, regular advice or training for your team.

One conversation

Four ways to carry on

  • On-demand analysis

    A specific market or commercial question, answered with numbers. Refinery economics, crude selection, trade flows, price exposure, a scenario: we bring the data that bears on the decision in front of you.

    Best for urgent questions, a deep dive on one issue, sizing a commercial impact.

  • Regular market briefings

    Scheduled briefings and market reviews, and a call when something big happens. Each one covers what has changed, why it matters and what to watch next.

    Best for leadership teams, and trading and commercial groups that want a standing view.

  • XA Insights membership

    A subscription to our research, our own analysis and XA i-Dots, so you keep a continuous view of the market. You can commission more analysis whenever you need it.

    Best for analysts and decision-makers who want independent research all year.

  • Competency sessions

    Practical sessions built around your team: oil market fundamentals, refining economics, crude and product trade flows, how prices form, scenario analysis. We work from real cases.

    Best for technical, commercial and leadership teams that want sharper skills and more confidence in their calls.

You don’t have to choose one. Most engagements start small, with a single conversation or one piece of analysis, and grow as your priorities and the market change.

Request a market conversation Explore XA Insights membership View our offerings

Analysis framework

  1. What is happening

    Patterns

    Oil macro and geopolitics

    Identifying the patterns that shape markets.

  2. What could happen

    Scenarios

    Supply and demand

    Building scenarios that challenge consensus.

  3. Why it matters

    So-what modelling

    Refining and petrochemicals

    Applying models to uncover the commercial implications.

  4. Where it is heading

    Evolution

    Trade flows and balances

    Tracking how markets evolve before the narrative catches up.

Products

Read our research, talk it through with our analysts, and follow the news that matters to you in XA i-Dots. See pricing

XA Read. Carefully curated insights, by email, on the web and on mobile.

280

insights published to date

The data behind it

We collect and verify our data from authorised, legitimate sources, then curate and engineer it for analysis.

XA Advisory. Where market insight becomes conversation, conviction and action.

  1. Client

    Prices jumped on the headlines this morning. Is supply really at risk?

  2. XA analyst

    Some of it is. But most of the barrels in question were already priced in. What matters now is how long the disruption lasts.

  3. Client

    And if it lasts?

  4. XA analyst

    Then the question becomes which barrels are short, crude or products. That’s where we’d focus.

  5. Client

    That changes how we plan. Can we go through the scenarios this week?

An example conversation.

XA i-Dots. Follows the news you choose and connects the dots.

Geopolitics Supply and demand Refining Trade flows

In the media

Mukesh Sahdev, our founder and Chief Oil Analyst, comments on the oil market on TV and hosts our podcast, Xploring the Energy Markets. Before XAnalysts he was Chief Oil Analyst at Rystad Energy, after nine years at Shell. Watch our videos

23 TV interviews

27 podcast episodes

37 market briefings

Every video from the last 13 months. TV interviews on CNBC, BBC, Bloomberg, Ausbiz and CNA. Point at a mark to preview the video.

Recent insights

Our research is for clients. A free trial includes a selection, picked by our team. All insights

Don’t just predict. Prepare to win.

Tell us which markets you follow, and we’ll talk you through how XAnalysts can help.

Book a meeting info@x-analysts.com