Strategic Monthly ReviewCorrected
2 September 2026
August Exposed a Split Market
AG-MI-MR-2026-08 · v1.2
Summary & publication details
Physical scarcity, weaker demand and a wider compliance perimeter pulled transaction economics in different directions.
- Coverage
- 1 August 2026 to 31 August 2026
- Information cut-off
- 2026-09-02T06:00 UTC
- Category
- Energy & Petroleum
Correction note: Administrative correction: publication identifier aligned to the August 2026 coverage month, changing AG-MI-MR-2026-09 to AG-MI-MR-2026-08. Analytical content, evidence, conclusions and disclosures are unchanged.
OPEN PUBLICATION PDF ↗ AG-MI-MR-2026-08