ResearchGlobal2026-08-25
Inter-basin arb window re-rated: Atlantic–Pacific spreads converge; Oman/Dubai vs ESPO/Lula paths rebalance
In late Aug 2026, SNSUC's seven re-export grades keep diverging yet inter-basin arb tightens. Oman's premium to Dubai eases and Lula's discount to Brent narrows; Atlantic–Pacific freight gap converges, prompting Far-East refiners to re-rate inter-grade spreads under one LC and lock title via SHA-256 browser fingerprints.