Energy & Petrochemicals

At TransGraph, we provide in-depth analysis of the energy sector, focusing on the core drivers of the global oil markets, tracking the current scenario, including Biofuels. Our rigorous research methodology ensures our clients receive comprehensive and actionable intelligence to navigate market complexities.




    Crude Oil



    Daily Global Crude Oil Price Outlook and Strategy
    Crude Oil Dashboard
    Engagement Services

    Daily Global Crude Oil Price Outlook and Strategy

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Crude Oil Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Indian Crude Oil Dashboard
    Global Crude Oil Dashboard
    US Crude Oil Commercial Stocks
    US Distillates Commercial Stocks Dashboard
    US Crude Oil Commercial Stocks
    Crude Oil Balance Sheet – Dashboard
    Distillates Balance Sheet – Dashboard








    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    Our research methodology for Crude Oil involves a comprehensive analysis of all key market drivers

    Global Oil & Gas Companies E&P Capex

    Production tracking - OPEC, OPEC+, and non-OPEC countries

    Refining - Tracking refinery throughputs at a global level and in key markets.

    Demand Analysis of the Mejor Regions

    Tracking Stocks Movement

    Tracking and Analysis of Geopolitical Tensions.

    Market Thoughts

    Fuel Oil



    Weekly Global Fuel Oil Price Outlook and Strategy
    Fuel Oil Dashboard
    Engagement Services

    Weekly Global Fuel Oil Price Outlook and Strategy

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Fuel Oil Dashboard

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Gasoline Balance Sheet – Dashboard
    US Gasoline Commercial Stocks Dashboard

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    For Fuel Oil, our methodology covers both the upstream raw material (crude oil) and the specific dynamics of the fuel oil market in detail.

    Upstream Crude Oil Analysis

    E&P Capex

    Production Tracking & Refining & Margins

    Demand Analysis

    Stocks Tracking

    Tracking Geopolitics and Analysis

    Fuel Oil Dynamics Analysis

    Market Thoughts

    ATF – Aviation Turbine Fuel



    Monthly Research Report
    Aviation Turbine Fuel Dashboard
    Engagement Services

    Monthly Research Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Aviation Turbine Fuel Dashboard

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Global & Region-Wise Production
    Global & Region Wise Consumption
    Global Major Trade Partners
    ATF Crack Spread








    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    Covering global supply & demand dynamics of Aviation fuel.

    Regional demand analysis of Aviation Fuel

    Regional demand indicators analysis of Aviation Fuel

    Import & Export trends of aviation fuel

    AI & ML-based price forecast

    Market Thoughts

    Biofuels – Biodiesel

    At TransGraph, our research provides in-depth, data-driven insights into the evolving biofuels ecosystem, with a special focus on Biodiesel, Sustainable Aviation Fuel (SAF), and Ethanol. We cover blending dynamics, feedstock utilisation, and market economics to support strategic decision-making.



    Global Biodiesel weekly report
    Biodiesel Dashboard
    Engagement Services

    Global Biodiesel weekly report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    TransGraph’s biodiesel research integrates real-time market intelligence, feedstock economics, policy tracking, and trade flow analysis to offer end-to-end visibility across the biodiesel value chain. The coverage spans domestic procurement trends, global price benchmarks, and regulatory dynamics impacting production and margins.

    Feedstock Price and Spread Analysis

    Margin Modeling and Profitability Assessment

    Domestic Procurement and Blending Trends

    Policy and Regulatory Monitoring

    Import-Export Flow Tracking

    Global Market and FOB Benchmarking

    Seasonal and Supply Chain Impact Studies

    Market Thoughts

    SAF (Sustainable Aviation Fuel)



    Global SAF weekly report
    SAF Dashboard
    Engagement Services

    Global SAF weekly report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Sustainable Aviation Fuel Dashboard

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Global & Region-Wise Production
    Global & Region Wise Consumption
    Global Major Trade Partners
    ATF Crack Spread








    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    TransGraph’s SAF research offers a comprehensive perspective on India’s sustainable aviation fuel transition by combining policy insights, techno-economic feasibility, and global benchmarking. The research covers blending targets, feedstock needs, production margins across pathways (HEFA and ATJ), and trade-linked pricing trends to enable investment, procurement, and strategic decision-making.

    Blending Target & SAF Demand Forecasting

    Profitability Modeling – SAF via ATJ Pathway (Ethanol-based)

    Profitability Modeling – SAF via HEFA Pathway (UCO-based)

    Feedstock Requirement Modeling under Blending Scenarios

    UCO Price Trend Tracking – India & China

    SAF Global Price Benchmarking – Singapore FOB

    Policy and Regulatory Monitoring with Updates and Notifications

    Market Thoughts

    Ethanol



    Global Ethanol weekly report
    Ethanol Dashboard
    Engagement Services

    Global Ethanol weekly report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Ethanol Dashboard

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Monthly blending volume and rate
    Current Blending status and annual projection
    Contribution from the Sugarcane and grain-based industry
    Feedstock-wise ethanol supply
    Balance sheet
    Feedstock-wise procurement price








    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    India’s ethanol sector is at a pivotal stage of transformation, driven by ambitious blending targets (E20 roadmap) and a shift toward energy independence. At TransGraph, our ethanol research provides in-depth, data-driven insights into India’s evolving ethanol ecosystem, with a special focus on fuel blending dynamics, feedstock utilisation, and market economics.

    Fuel Ethanol Blending Progress & Projections: Monthly and annual

    Feedstock-wise Supply Trends

    Grains and sugarcane-based ethanol margins

    Procurement Price Monitoring

    Trade Analysis

    Balance sheet

    Market Thoughts

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