In the intricate world of energy markets, Kurush Mistry has carved out a distinctive path since the aftermath of the 2008 financial crisis. Transitioning from Interest Rate Research, he brought a fresh analytical perspective to the oil sector that would shape market understanding for years to come.

The foundation of Mistry’s expertise in oil analytics was established in 2009 at Morgan Stanley, where he developed crucial analytics capabilities for their U.S.-based gasoline and diesel trading teams. His career reached a pivotal moment in 2014 when Kurush Mistry joined Freepoint Commodities as their lead oil analyst, a position where he would spend nine years building a sophisticated global analytics framework.

Throughout his tenure at Freepoint, Mistry collaborated with over 25 traders, delivering essential market intelligence and innovative trading strategies. His analytical approach combined several key strengths: comprehensive market fundamental analysis, detailed understanding of refinery operations, advanced supply-demand modeling, and thorough evaluation of trading risks and market-moving events.

The breadth of expertise developed by Kurush Mistry spans the entire oil sector, from detailed crude oil analysis at Cushing to specialized work in LPG, gasoline, fuel oil, and refinery margins. Recognizing industry evolution, he expanded his focus in 2022 to include emerging sectors such as Sustainable Aviation Fuel, Renewable Diesel, Ethanol, Biodiesel, and US Soybean Oil markets.

His analytical capabilities proved particularly valuable during major market disruptions. Following the Fukushima disaster, he assessed the complex implications of Japan’s nuclear shutdown on global fuel markets. During the implementation of IMO2020 regulations, he provided crucial insights into lower-sulfur crude availability and refinery system adaptability. The COVID-19 pandemic prompted innovative approaches to market analysis, incorporating mobility data and work-from-home patterns to model fuel demand changes.

Most recently, Mistry’s analysis of the Russia-Ukraine conflict demonstrated his ability to evaluate complex market dynamics, particularly regarding European refinery economics and the dramatic shifts in global oil flows. His work helped traders navigate the significant changes in product spreads and shipping patterns that emerged from international sanctions.

Throughout his career, he has maintained a comprehensive approach to energy market analysis, combining traditional fundamentals with emerging industry trends. His work consistently helps traders navigate complex market conditions, from regulatory changes to geopolitical crises, providing valuable insights for decision-making in volatile markets.

Mistry’s recent focus on renewable fuels reflects both the energy sector’s evolution and the growing importance of sustainable alternatives in the global energy mix. This forward-thinking approach, combined with deep traditional market knowledge, has established him as a respected voice in the field of energy analytics.

Through his thorough understanding of market dynamics and ability to adapt analytical frameworks to emerging challenges, Kurush Mistry continues to shape trading strategies and market understanding. His work demonstrates the importance of maintaining both depth in traditional market analysis and flexibility in addressing new market dynamics, contributing significantly to the field of energy market analytics in an increasingly complex global landscape.