Kpler

Since its launch earlier this year, Kpler #Risk and Compliance has quickly become an essential tool in our customers’ workflows, helping them evaluate and mitigate risk while ensuring compliance in an era of increasing complexity and deception. We’ve recently added a number of exciting new features, including advanced filters that enable more precise vessel searches. These updates help speed up the identification of sanctioned vessels, owners, and cargo, as well as vessels flagged for potential management or operational risks. Want to experience the only #screening tool that covers both vessels and cargo for yourself? Request a demo today! https://lnkd.in/digUVUQE #Kpler

Tariffs on imports from Mexico will eventually affect US farmers Mexico is the world’s largest importer of #corn, and its demand continues to grow. Thanks to its proximity and overland connections, Mexico has been the most consistent buyer of US corn, purchasing steadily throughout the year. Introducing a tariff on #imports from Mexico risks triggering countermeasures that could disrupt US corn flows into the country. This change will lower demand and prices for US corn, directly impacting farmer incomes. Stay ahead of the market with Kpler Insight and our monthly webinars: https://lnkd.in/dParFvuh #Kpler

Novatek’s Arctic LNG 2 project, which commenced production at Train 1 in December 2023, has encountered significant challenges due to #sanctions imposed by the U.S., EU, and UK. In August 2024, Kpler’s LNG team was the first to disclose AIS spoofing tactics employed by UAE-registered shadow fleet tankers Pioneer, Asya Energy, and Everest Energy in order to discreetly lift LNG cargoes from the sanctioned project. This revelation highlighted the emergence of a Russia-linked dark #LNG fleet circumventing U.S. sanctions, exporting a total of eight cargoes from the plant. By October 11, 2024, however, production at Train 1 was halted due to logistical bottlenecks, vessel shortages, and diminished buying interest, leaving at least four LNG carriers idling as floating storage, subject to boil-off. Our analyst Ana Subasic and reporter Jana Sutenko delve deeper into this evolving story, uncovering the strategies at play and what lies ahead for Arctic LNG 2. Watch the full analysis now, and request a demo to explore how Kpler’s solutions can support your needs. https://lnkd.in/digUVUQE #Kpler #ArcticLNG2

Kpler was honoured to participate in the #Sinopec EDRI event, where industry experts provided a comprehensive outlook on the energy and petrochemical markets for the coming years, highlighting opportunities and challenges for Chinese companies. Our President, Jean Maynier, represented Kpler and shared insights on how big data and AI can be leveraged in commodities trading to gain a competitive edge. He emphasised the value of alternative data, such as vessel positions, cargo movements, and inventories, in predicting short-term supply-demand shifts and price changes. Jean also addressed key challenges faced by trading companies, including the overwhelming abundance of data, the difficulty of effectively utilising it, and the shortage of data scientists and tech-savvy analysts. He underscored the importance of selecting the right data and technical partners to successfully integrate AI into commodities trading strategies. At Kpler, we remain committed to delivering world-class data and insights to empower companies in navigating these challenges and achieving success in a rapidly evolving market landscape. #Kpler

In yesterday’s joint statement from the Nordic-Baltic 8++ countries (Denmark, Estonia, Finland, Germany, Iceland, Latvia, Lithuania, the Netherlands, Norway, Poland, Sweden and the United Kingdom), published on the official UK Government's platform, the importance of deploying a compliance screening tool was emphasised in order to identify vessels carrying cargoes falling under the Oil Price Cap that are sailing without insurance — underlining the commitment of these nations to address illicit maritime activities. Kpler Risk & Compliance provides a fast, accurate tool to screen vessels and cargo for risks, including cargo origin and P&I coverage. Cargo linked to Oil Price Cap origins is flagged as amber on our RAG indicator, with detailed insights like HS code, origin zone and origin country, while our P&I database highlights vessels without P&I coverage or those with coverage but outside the international P&I Club. Whether you're managing Oil Price Cap risks or identifying shadow fleet vessels, Kpler Risk & Compliance delivers actionable insights. Get in touch for more information. https://lnkd.in/dPwuyJA3 #RiskManagement #MaritimeCompliance #SanctionsScreening #OilPriceCap #CargoTracking #ShadowFleet #TradeCompliance #ShippingRisk #GlobalTrade #PAndICoverage #SupplyChainRisk #KplerInsights #MaritimeRisk #VesselScreening

French power generation has shown notable growth over the past six months, driven by exports and supported by strong nuclear and #hydro performance, despite flat domestic demand. #Nuclear availability appears to be setting records, though a closer look at curves since 2015 reveals a gradual return to pre-crisis levels, with EDF’s progress standing out. Exports are projected to hit a record high above 90 TWh, exceeding RTE’s latest estimates, according to Kpler. Hydro generation has reached its highest output since 2015, though the record of 75.5 TWh set in 2013 still stands. Meanwhile, demand is expected to stay flat at 2023 levels, diverging from earlier growth projections. With demand unlikely to rise in 2025, the question remains: can #France's oversupply—largely benefiting Germany—be sustained in the long term? The infographic below provides a snapshot of France's power market, showcasing nuclear availability, record exports, strong hydro generation, and flat demand. #Kpler #power

Russia's Elga Port ships met coal to China The first shipment of metallurgical #coal from Russia’s Elga Port is en route to China, with two more vessels waiting to load at the new terminal. Our dry bulk insight team, which identified and mapped Elga Port in late October, was able to track these cargo movements as they began. The NSM Kumpula departed the port on 8 December, while the Holly Forward and Ace Win remain in the loading area off Russia’s Far East coastline. The Elga Coal Mine, located in Russia’s Sakha Republic, aims to export 30 Mtpa of coal by 2026 and 50 Mtpa by 2027. With parent company Elgaugol under US sanctions, China is expected to be the primary market for these shipments. #Kpler

MR rates in the West pick up but structural demand issues persist The MR freight market in Europe and the Mediterranean has seen a notable turnaround, driven by increased #exports and a reduction in ballasters, which had reached near-record levels in September. A net shift in tonnage from West to East has also helped ease oversupply, supported by reduced arrivals from the US and a pick-up in exports to West Africa. Looking ahead, MR demand in Europe is expected to remain constrained by weakening #gasoline import demand from key markets like West Africa and Latin America, particularly during the winter months. Stay ahead of the market with Kpler Insight: https://lnkd.in/dzYkr8NX #Kpler

Leverage Kpler's proprietary S&D data, available ahead of the WASDE report, to refine your strategies and gain clarity on key market trends. Tomorrow at 3pm GMT, our grains expert Ishan Bhanu will spotlight key dynamics from Russia to Brazil, analysing the condition of crops currently in the ground and their impacts on balance sheets as we close the year. Gain actionable insights into what lies ahead for the global grain markets. 📌 Topics include: ▪️Winter wheat condition and 2025/26 Northern Hemisphere balance sheets. ▪️Corn and soybean production and trade in 2025, with a focus on US ending stocks. ▪️Year-to-date trade updates, key short-term drivers for December-January, and the market outlook. Join the conversion: https://lnkd.in/dgidAFsU #Kpler #GrainMarkets #SDAnalysis #Webinar #CommodityInsights #AgricultureLeverage

US efforts to restrict Iranian oil flows are beginning to yield notable impacts. China’s imports of Iranian crude #oil and condensate dropped sharply in November, hitting a four-month low of 1.31 million barrels per day. The significant 524 kbd month-on-month decline reflects the impact of geopolitical tensions, domestic energy shortages, and increased shipping challenges arising from stricter U.S. sanctions. Our analysis of the 147 tankers involved in Iranian crude shipments this year shows the disruption caused by the latest rounds of U.S. sanctions. This has resulted in a buildup of floating storage, primarily near Malaysia and Singapore. In response to tighter Iranian supply, Chinese refiners are turning to spot cargoes from non-sanctioned sources like the UAE and West Africa. With prices likely to climb further, traders will be enticed to mobilise more tankers for the EOPL-China route to capture the risk premiums. Meanwhile, the fall of the Assad regime is expected to redirect shipments previously sent to Syria toward #China, potentially bolstering the negotiating power of Chinese refiners. Stay ahead of the market with Kpler Insight: https://lnkd.in/dParFvuh #Kpler #crude