Intelligence for Decision-makers
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Hormuz and the Middle East’s new crude trading realities
The traditional rules of the Middle East crude pricing cycle are unravelling and a return to the legacy FOB pure-play model is unlikely. In this new trading reality, delivery optionality has become the key metric of producer competitiveness.
Global Refining and the Supply-Side Bottleneck
Middle distillate cracks are at their highest on record and unlike previous cycles (e.g. following Russia’s 2022 invasion of Ukraine), net refining capacity additions are set to slow significantly from next year. What have been the key drivers for the tightness in the refining industry? Will the capacity bottleneck ease anytime soon?
The missing middle: US LFP CAM capacity
CATL’s evolving strategy and the lithium market
Some of the market leaders we have worked with:

















East of Suez Oil Monthly
REA’s East of Suez Oil Monthly Service provides clients with analysis on the key trends shaping physical and financial oil markets in Asia and the Middle East, offering insights into term and spot trading dynamics, formula pricing, hedging strategies, refining activity, oil flows, and geopolitical developments that impact oil’s most important trading cycle
Lithium Corporate Service
Geopolitics Service
REA’s Geopolitics Service provides clients with cutting-edge insight into the key geopolitical trends shaping oil and gas markets. We look beyond the headlines and assess the impact of major geopolitical events on client investments and business operations. Our global network of associates include former diplomats, traders, intelligence experts, and regional experts from the Middle East, China, Latin America and Africa. Together with the unique data we capture, we aim to provide clients with forward looking calls on fast moving market developments.
US Battery Monthly
REA’s US Battery Monthly Service provides a unique perspective on the US lithium-ion battery supply chain, covering upstream US lithium supply, cathode and anode balances, US battery production and run rates, and key demand-side trends in the electric vehicle (EV) and battery energy storage (BESS) market. Our service provides key insights on how geopolitical forces are shaping the US market and the dynamic forces impacting US cell balances.
What We Offer
REA covers the fundamentals, policy trends and pricing developments across key energy markets. Our products are geared to provide actionable insight for a range of stakeholders from traders, refiners, automakers, investors, miners and government officials.
Crude Oil
Lithium
Gas & Power
Oil Products
Batteries
Geopolitics
Who We Serve
For Strategy Planning
REA works with corporate strategy and planning teams providing long-term forecasts for global oil and battery markets.
For Physical Traders
REA helps physical traders optimize trade and arbitrage strategies through pricing analysis, spot activity intelligence, market commentary and freight activity.
For Bankers, Lenders & Investors
REA works with banks and investors seeking to gain deep dive intelligence on markets, assets and projects in a range of jurisdictions. Typical investors we work with include distressed debt specialists, asset managers, and energy funds.
For Automakers
REA works with electric vehicle automakers seeking to optimize battery cell chemistries for future product planning. We help automakers understand key opportunities and threats across the battery market.
For Miners and Refiners
REA’s focus on lithium helps miners and refiners understand key competitive trends in the lithium price cycle. REA also works with miners and refiners on offtake strategy, pricing mechanisms, cathode fundamentals and government policy in the US, EU and China.
For Government Affairs Specialists
REA has had deep experience working with government affairs teams seeking to track regulatory shifts, trade policy and the impact of market-moving geopolitical events.
For Lawyers
REA works closely with legal teams seeking to improve litigation strategies or gain technical expertise on disputes in the global energy industry.
Renaissance Energy consistently demonstrated remarkable professionalism and expertise when analysing oil markets. Their keen analytical insights and in-depth knowledge of global oil markets made a significant difference in understanding our organization’s progress and overall contribution in terms of oil pricing. In particular, Renaissance’s ability to distil complex market dynamics into actionable recommendations proved invaluable, and their collaborative spirit helped foster a true partnership with the client team. It was a pleasure working alongside a team so dedicated and insightful.
“Renaissance Energy provided us with timely expert research to help us better understand the most likely outcomes from significant market moving factors. Their deep knowledge was used to great effect to help us understand the value and the risks to our assets.”