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Public publication record checked 31 October 2026, 05:46 UTC.
20 publication records
KORREKTUREN & AKTUALISIERUNGEN ↗29 October 2026
AG-MI-SB-2026-003 · v1.3
Documentary inconsistencies in petroleum trade: lessons from the Myanmar jet-fuel reporting
28 October 2026
AG-MI-AL-2026-003 · v1.0
Records requests and proposed restrictions on US imports of Russian diesel
28 October 2026
AG-MI-WK-2026-43 · v1.2
A week shaped by tanker bottlenecks, supply resilience and tighter execution controls
Correction note: Presentation update: cover and corporate closing backgrounds now extend to all page edges. Editorial analysis and reporting period are unchanged.
18 October 2026
AG-MI-WK-2026-42 · v0.19
A weekly assessment of global energy and commodity markets, refined-product supply, maritime security, sanctions developments and transaction execution risks. Week 42 examines oil-market repricing, middle-distillate tightness, divergent institutional demand forecasts and the practical distinction between regulatory authorisation, banking acceptance and physical delivery.
18 October 2026
AG-MI-WK-2026-41 · v5.5
A comprehensive assessment of global energy and commodity markets during Week 41 of 2026, covering crude oil, precious metals, monetary policy, maritime security, sanctions enforcement and cross-border transaction risk. The report evaluates market developments, physical supply constraints, banking considerations and operational implications for international trade.
18 October 2026
AG-MI-AL-2026-002 · v1.1
OFAC General License 135 introduces a temporary US authorisation for certain Russian-origin diesel transactions, but does not resolve independent statutory restrictions, EU and UK sanctions, physical supply constraints or banking acceptance. This Market Alert examines the emerging diesel supply shock, recent IEA findings and the implications for international commodity trading, maritime operations and transaction execution.
4 October 2026
AG-MI-MR-2026-09 · v1.0
Rates, product tightness and maritime constraints converge on execution risk.
4 October 2026
AG-MI-WK-2026-44 · v1.0
Energy and maritime disruption remain the dominant transmission channels into inflation, funding and cross-border transaction risk, while elevated rates, sanctions complexity and constrained trade flows continue to demand disciplined pricing, documentation and counterparty controls.
1 October 2026
AG-MI-WK-2026-39 · v1.3
Market functioning remained intact through the information cut-off, but the combination of higher long-term USD yields, constrained middle-distillate inventories, impaired Gulf shipping and a changing sanctions perimeter increased transaction-specific execution risk. The principal transmission channels are carry cost, quotation validity, freight and war-risk insurance, bank acceptance, sanctions screening and documentary timing. Brent settled at USD 104.32/bbl and WTI at USD 92.41/bbl on 25 September. US commercial crude inventories increased, while gasoline and distillate inventories remain
21 September 2026
AG-MI-WK-2026-38 · v1.3
Global monetary tightening coincided with persistent disruption across energy and maritime markets. Oil remained supported by constrained Middle East flows, while elevated funding costs, sanctions developments and uncertain shipping routes continued to affect transaction execution and risk.
Correction note: Publication file updated to the final approved v1.3, incorporating the enhanced Market Overview and Key Market Indicators dashboard, restored analytical content and final layout and visual quality-control refinements. No change to the publication reference or reporting period.
19 September 2026
AG-MI-SB-2026-002 · v1.0
Saudi Export Adaptation, Red Sea Exposure and the Changing Architecture of Gulf Oil Flows
13 September 2026
AG-MI-AL-2026-001 · v0.6
Saudi Arabia's East-West pipeline shutdown removes a key bypass to Hormuz at a time of elevated shipping risk. Arqom assesses immediate implications for oil supply, freight, insurance, sanctions screening, banking acceptance and transaction execution.
13 September 2026
AG-MI-WK-2026-37 · v1.3
Energy supply disruption, renewed inflation pressure and record freight conditions tightened the operating environment for cross-border transactions.
8 September 2026
AG-MI-WK-2026-36 · v1.1
Execution risk now sits at the intersection of route, sanctions and bank controls. High petroleum system utilization did not offset a sharp deterioration in Gulf transit conditions and sanctions friction.
Correction note: Administrative correction: publication identifier aligned to the ISO week of the coverage end date (6 September 2026), changing AG-MI-WK-2026-37 to AG-MI-WK-2026-36. Analytical content, evidence, conclusions and disclosures are unchanged.
2 September 2026
AG-MI-MR-2026-08 · v1.2
Physical scarcity, weaker demand and a wider compliance perimeter pulled transaction economics in different directions.
Correction note: Administrative correction: publication identifier aligned to the August 2026 coverage month, changing AG-MI-MR-2026-09 to AG-MI-MR-2026-08. Analytical content, evidence, conclusions and disclosures are unchanged.
2 September 2026
AG-MI-WK-2026-35 · v1.1
Sanctions escalation, policy repricing and physical product tightness raised the cost of uncertainty.
Correction note: Administrative correction: publication identifier aligned to the ISO week of the coverage end date (30 August 2026), changing AG-MI-WK-2026-36 to AG-MI-WK-2026-35. Analytical content, evidence, conclusions and disclosures are unchanged.
24 August 2026
AG-MI-WK-2026-34 · v1.1
Hormuz disruption and sanctions alignment raise execution friction across energy trade, while gold volatility and payment transparency reinforce documentary and settlement controls.
Correction note: Administrative correction: publication identifier aligned to the ISO week of the coverage end date (23 August 2026), changing AG-MI-WK-2026-35 to AG-MI-WK-2026-34. Analytical content, evidence, conclusions and disclosures are unchanged.
18 August 2026
AG-MI-SB-2026-001 · v1.0
Energy security, maritime disruption, sanctions exposure and transaction execution risk
14 August 2026
AG-MI-SB-2026-01 · v1.0
The Gulf energy shock is becoming a product, freight and execution problem.
13 August 2026
AG-MI-WK-2026-33 · v1.0
Energy shock, demand divergence and tighter execution conditions.
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Von Arqom Global Ltd ausschließlich zu allgemeinen Informationszwecken erstellt. Diese Inhalte stellen weder Investmentresearch noch Anlage-, Rechts-, Steuer- oder Bankberatung, Angebot, Aufforderung, Empfehlung, Verpflichtung, Bankzusage oder Zusicherung der Verfügbarkeit oder Leistung einer Transaktion dar. Vor einer Verwendung für Transaktionen ist eine unabhängige Prüfung erforderlich.