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By Black Swan Global
July 10, 2026

The Strategic Case for Regional Refining

Supply security • Product-market resilience • Investment discipline JULY 2026 Market Intelligence & Insights Black Swan Global STRATEGY PAPER Investment Thesis The case for new refining capacity has become more selective—not less strategic. Global...

Market Insights

By Black Swan Global
June 15, 2026

Energy Trade Through Strategic Chokepoints

Rethinking supply-chain resilience JUNE 2026 | BLACK SWAN GLOBAL A BSG Market Brief examining why physical routes—not only commodity availability—have become central to energy security, trading strategy and delivered-cost risk. The View in One...

Market Insights

By Black Swan Global
May 8, 2026

Fertilizer Supply Chains Under Pressure

Energy, logistics and the growing connection between fertilizer security and food security May 2026 Market Intelligence & Insights Black Swan Global Executive Summary Global fertilizer markets entered May 2026 with pressure building across three...

In the Media

By Black Swan Global
April 5, 2026

Rebalancing Global LPG Trade

Executive Summary The disruption to Middle Eastern LPG flows in early 2026 has accelerated a reassessment of how the global market balances supply. The central issue is no longer simply whether alternative molecules exist....

Market Insights

By Black Swan Global
March 1, 2026

Fundamental Challenges Facing the Global LPG Market

Executive Summary The global liquefied petroleum gas (LPG) market entered March 2026 under exceptional stress. A sharp disruption to shipping through the Strait of Hormuz exposed a structural weakness in a market that has...

The Strategic Case for Regional Refining

Energy Trade Through Strategic Chokepoints

Fertilizer Supply Chains Under Pressure

Rebalancing Global LPG Trade

Fundamental Challenges Facing the Global LPG Market

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