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Insights Global
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Insights Global

Dutch market intelligence firm publishing the canonical PJK ARA weekly oil stocks dataset for NWE.

Insights Global's weekly PJK survey caught European jet fuel falling to a six-year low in the week to 22 June 2026, even as its own data showed gasoline stocks rebuilding in the same week, a divergence the dataset alone made visible.

Last refreshed: 3 August 2026 · Appears in 1 active topic

Key Question

ARA jet just hit a six-year low while gasoline rebuilt; what is keeping jet supply so tight?

Timeline for Insights Global

#11 22 Jun
#10 18 Jun
#1 1 May
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Background

Insights Global is a Dutch market intelligence firm headquartered in Rotterdam that publishes the PJK ARA weekly oil stocks report, the standard reference dataset for Northwest European product inventories held in the Amsterdam-Rotterdam-Antwerp storage hub. Its survey samples roughly 70-80% of independent ARA tankage across gasoil, diesel, gasoline, naphtha, jet fuel and fuel oil, and is released every Thursday.

The firm's value is methodological rather than editorial: it does not trade or comment on the market it measures, it counts it. That distinction matters because ARA stock levels are themselves a proxy for refinery output, import flows and seasonal demand across the whole region, so a single independently-verified weekly print carries more weight than any single trader's estimate.

Across the european-oil-markets desk, PJK data has repeatedly been the first signal of shifts other reporting later explained, including the jet-fuel divergence from recovering gasoline and total stocks in its most recent print. That track record is why regional trading desks and transatlantic arbitrage models treat the Thursday PJK number as a primary price catalyst rather than one input among many.

Common Questions

Reference

How do ARA gasoil stocks affect ICE Gasoil prices?
The weekly PJK ARA gasoil stock print (published Thursdays) moves ICE Gasoil M1-M2 timespreads by $0.50-$1.00/mt within hours of release. An unexpected draw tightens the nearby-vs-deferred spread; a build widens contango.Source: Insights Global
What is the PJK ARA stocks report and who publishes it?
The PJK ARA weekly oil stocks report is published by Insights Global, a Dutch market intelligence firm headquartered in Rotterdam. It is the canonical dataset for Northwest European product inventories in the Amsterdam-Rotterdam-Antwerp hub, sampling approximately 70-80% of independent ARA tankage across gasoil, diesel, gasoline, naphtha, jet fuel, and fuel oil.
Why did ARA jet fuel stocks fall to a six-year low in June 2026?
ARA jet fuel fell to a six-year low in the week to 22 June 2026 because Hormuz-dependent Middle East supply routes remained operationally constrained even after CENTCOM lifted the naval blockade. Atlantic-basin flows backfilled gasoline and gasoil volumes but not jet, as aviation-specific routes from the Gulf remained disrupted.Source: Insights Global / Argus Media
Why did ARA gasoil stocks hit a 12-year low in May 2026?
ARA total product stocks hit their lowest since November 2014 in the week ending 28 May 2026, driven by BP Rotterdam running with both crude units offline and EU gasoil imports down 38% month-on-month as Hormuz disruption cut Gulf sourcing. Insights Global PJK data was the primary public signal for the draw.Source: Insights Global PJK
What happened to ARA gasoil stocks when BP Rotterdam went dark in 2026?
With BP Rotterdam's two 200kbd crude units both offline through May 2026, PJK ARA gasoil stocks fell from 14.53 million barrels in April to 13.56 million barrels in early May (lowest since July 2025), and ARA total product stocks hit a 12-year low by 28 May 2026.Source: Insights Global PJK
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