Insights

XA i-Dot : India crude reset: Arb vs. Scale – Refiners are running hard — Where will the crude come from?

By the XAnalysts team

Members

Commodity
Crude
Market Hub
Brent-Dubai
Price Indicator
Spread
Time Period
Oct-Nov-26
Market Impact
Bullish Dubai relative to Brent

India’s crude slate is starting to reveal the next battle for the marginal barrel. Through September, Russian crude remained resilient while Rest-of-World barrels increasingly provided the swing supply and Saudi grades lost share. Forward economics now put…

This is a private insight

It's part of our latest research, which is for XAnalysts clients. Clients can read it in full in the client portal.

Not a client yet? A 7-day free trial includes a selection of our research, picked by our team. No card needed.

Start free trial See pricing Client sign-in: read it in the portal