Case: Atlantic Basin Arbitrage Window

A temporary Brent-WTI structure shift opened Atlantic arbitrage into Europe, tightening vessel availability and changing crude slate choices.

Key Takeaways

  • Arbitrage windows are joint price-plus-logistics events.
  • Short-lived curve shifts can trigger large physical rerouting.
  • Regional refinery margins help explain flow direction.

References

Last reviewed: 2026-03-21