Global Diesel Crisis Sparks Shock 17.4 mb US Crude Build – Crude Quality Matters
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
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Oil Markets Squeezed: Surging Supply Claims, Collapsing Demand & Secretary Wright’s 9 mb/d Tweet
We figured out where the 9 mb/d came from!
Gazprom Supply Surges 35% as Europe’s Gas Crisis Deepens: LNG Crunch & Low Storage Force Russian Reliance
Gas Storage is Just 99 Days of Consumption Cover & 80-Day Import Buffer — Lowest Since COVID (with 9 charts)
US Oil Shockwave: Inventories Plunge, Four Seas Crisis Explodes – Weekly EIA Data Bombshell
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
The Four Seas Cataclysm: When the World’s Arteries Burn and the Silence Screams Louder Than the Shocks
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Bab Al Mandab and the Oil Market- An Update
Diversion of Russian Oil in the Mediterranean.. why?
Oil’s Perfect Storm: Geopolitical Chaos Overrides Bearish EIA Data
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching (Podcast)
(No paywall) This is a long interview.
Crude Draw Slows, Distillates Surge Amid Hormuz Tensions
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Gazprom Exports Plunge 24% in June as Europe’s Gas Storage Refill Lags and Winter Risks Mount
EU Dependence on Russian Gas Is Expected to Increase (with 7 charts)
Trump and the Strait of Tension: A Costly Miscalculation and Its Impact on Oil Markets
Bab El-Mandab, not Hormuz, is currently the more dangerous flashpoint for global energy markets (with two charts)
Crude Build, Diesel Crunch: EIA Data Reveals US Inventory Inflection Amid Hormuz Diesel Crisis
US Inventories, Exports, Imports, and Refinery Utilization (13 Charts).
Oil Market Update: Seven Charts That Matter – Debunking the Headlines
Misinformation and inaccurate coverage about the Gulf states and the global oil market, especially from Bloomberg and Reuters, are hitting unprecedented levels.
Why US Gasoline and Diesel “Tank Bottoms” Won’t Drive Crude Prices Higher
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Oil Market Update: China’s Sharp Drop in Oil Imports and Its Impact on Global Demand
with 4 charts
US Product Inventories Surge as Crude Draws Fail to Save Prices: What is Next?
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Libya’s Gas Awakening: Europe’s Pipeline Alternative to Volatile Global LNG & Future Hormuz Impact
Libya’s Gas Sector: Resource Potential, Supply Constraints, and Emerging Investment Opportunities (with 4 charts and two maps)
The Oil Paradox: Tank Bottoms at $75!
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Jeff Currie vs Anas Alhajji: Hormuz and Energy Markets (Video)
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Strong Evidence Confirms Seriousness of US-Iran MOU Amid Doubts and Challenges
Reuters: Spot Oil Premiums Slip to Pre-War Levels after Deal, But Shipping Angst Provides Floor