OIL TRADING
Demerion Energy Group’s strategic perspective on the shifting landscapes and emerging opportunities within global oil markets.
Supply–Demand Dynamics
We analyze tightening global production levels against recovering industrial demand, identifying key entry points for strategic exports.
GUYANA OPPORTUNITY
Guyana has emerged as one of the most significant new crude oil export markets in the Atlantic Basin. Since first oil was achieved in 2019, production from the Stabroek Block has transformed the country into a major supplier of high-quality light sweet crude to refiners and trading companies across the global market.
By January 2026, Guyana’s offshore production was averaging approximately 915,000 barrels per day, with the Liza Phase 1, Liza Phase 2, Payara and Yellowtail developments producing a combined 28.375 million barrels during the month. As Guyana has limited domestic refining capacity, the substantial majority of this production is available for export to international markets.
At Demerion Energy Group, we view Guyana as a strategically important crude oil origin within the Atlantic Basin. Its location provides competitive access to refining markets in the United States Gulf Coast, Europe, the Mediterranean and Asia, while the quality of its crude streams offers flexibility to a wide range of refinery configurations.
Guyana’s offshore export system is centred around Floating Production, Storage and Offloading vessels, commonly known as FPSOs. Crude oil is stored offshore before being lifted directly onto trading vessels and sold into the international market, typically on a Free on Board basis. Under an FOB transaction, the buyer is generally responsible for nominating the vessel, arranging freight and taking delivery at the designated offshore loading location.
During 2025, Guyana exported more than 260 million barrels of crude oil, generating approximately US$17.8 billion in export revenue. This represented an average export flow of approximately 712,000 barrels per day, prior to the full production contribution from the Yellowtail development during 2026.
PROCUREMENT ADVISORY
Regional Shifts & Flows
Mapping the realignment of trade corridors between the Americas and Europe as emerging producers redefine traditional supply routes.
The Government of Guyana’s entitlement barrels are marketed through competitive tender processes. These tenders allow established international trading companies, refiners and energy market participants to submit proposals for the purchase or marketing of government crude cargoes. A 2026 tender attracted 30 offers from major international energy companies and covered approximately 23 cargoes of around one million barrels each.
Demerion Energy Group is positioned to support qualified counterparties throughout this tendering process. We combine international crude trading knowledge, specialist tanker chartering expertise and direct regional market access in Guyana.
Our capabilities include tender monitoring, commercial opportunity identification, buyer and seller introductions, bid preparation, crude pricing analysis, freight calculations, FOB lifting strategy, vessel assessment, laycan coordination, compliance support and commercial negotiation.
Our experience in the Suezmax and VLCC tanker markets enables us to evaluate the full delivered economics of each cargo. This includes determining whether individual cargoes should be transported on a Suezmax vessel or combined into larger VLCC movements for long-haul export.
Our role is to connect Guyana’s growing offshore crude production with credible refiners, traders, shipowners and financial counterparties. By integrating commodity trading, shipping and local market expertise, we work to ensure that each transaction is commercially competitive, operationally executable and supported by a clear understanding of the physical crude oil market.
Risk & Volatility
Evaluating geopolitical headwinds and price fluctuations to develop robust hedging strategies that protect commodity value across the chain.