Insights Global
Dutch market intelligence firm publishing the canonical PJK ARA weekly oil stocks dataset for NWE.
Last refreshed: 18 May 2026 · Appears in 1 active topic
What did PJK ARA stocks signal when BP Rotterdam went dark in May 2026?
Timeline for Insights Global
BP Rotterdam dark, ARA stocks slide
European Oil Markets- What is the PJK ARA stocks report and who publishes it?
- The PJK ARA weekly stocks report is published by Insights Global (formerly PJK International), a Dutch market intelligence firm. It surveys gasoil, diesel, gasoline, naphtha, jet, and fuel oil inventories held in independent tankage across Amsterdam, Rotterdam, and Antwerp.Source: Insights Global
- 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 happened to ARA gasoil stocks when BP Rotterdam went dark in 2026?
- Insights Global PJK data showed ARA gasoil stocks sliding as BP Rotterdam ran zero crude throughput on both units through May 2026, removing a key source of gasoil supply from the ARA complex.Source: Insights Global PJK
Background
Insights Global is a Dutch market intelligence firm headquartered in Rotterdam that publishes the PJK ARA weekly oil stocks report — the canonical dataset for Northwest European product inventories in the Amsterdam-Rotterdam-Antwerp hub. The weekly survey covers gasoil, diesel, gasoline, naphtha, jet fuel, and fuel oil in independent tankage, sampling approximately 70-80% of independent ARA tankage.
As BP Rotterdam's two crude units ran zero throughput through May 2026, the Insights Global PJK data showed ARA gasoil stocks sliding as the refinery's contribution to product supply dried up — the dataset trading desks used to size the margin and restock arbitrage opportunity opened by the outage.
For a spread-trading desk, the PJK print on Thursday each week is a near-real-time inventory signal that moves ICE Gasoil and EBOB barge cracks before the EIA's own US product stocks fully digest into forward curves. Abnormal builds or draws in gasoil — the most watched line — routinely shift M1-M2 timespreads by $0.50-$1.00/mt within hours of publication.
