Global Oil Market Shifts: Policy,
🔴How did Trump’s conflicting Iran statements trigger an 8% WTI swing? 🔵Why did OPEC cut its 2026 demand forecast while raising 2027 expectations? •Why has the Trans Mountain Pipeline become a global strategic asset? •What progress has Alberta made on a new 1 mb/d West Coast pipeline? •How is the Hormuz crisis accelerating Argentina’s Vaca Muerta NGL export projects? •How much oil has the US already loaned from the SPR? •What is the real cost/risk to taxpayers in the SPR loan program with 24% premium? •How is China using stockpiles to prop up the global oil market? •Why is Hengli Petrochemical now buying West African and Middle Eastern crude? •How will the end of the Hormuz crisis affect long-term US LNG contracting? •Why Rising gasoline and diesel prices might not raise crude prices? •Which non-OPEC countries are expected to lead supply growth in 2026-2027? •How are EV adoption and high-speed rail affecting China’s oil demand? •What refining capacity expansion does the US need for true energy dominance? Daily Energy Report https://t.co/bnySbPMIeV
Kuwait's LNG Imports From Qatar Remain Uninterrupted
Kuwait is continuing to receive its LNG shipments from Qatar as usual, with no interruptions.
55‑60 Mph Is Fuel‑saving Sweet Spot, But
"Running at 55 MPH to Save Pennies" "A transportation analytics company found commercial drivers drove 4% more slowly in late April than at the start of the year. Driving at a steady 55 to 60 mph, Magill said, hits “the sweet spot”...
Deutsche Bank Slashes Eurozone 2026 Growth to 0.5%
đź’ Deutsche Bank slashed its 2026 euro area GDP growth forecast from 1.1% to just 0.5%, citing higher energy costs, weaker global demand, and tighter financial conditions. đź’ Other major forecasters have also cut their outlooks: European Commission, ECB, IMF, S&P Global, Conference...
Prolonged Hormuz Closure Spurs Alternatives, Diminishes Regional Power
🔥Bottom Line on the Hormuz Crisis: 🚨Neither Iran nor the Trump administration is rushing to reopen the Strait of Hormuz, while the economies of the Arab countries are shattered and other countries suffer. 🚨The longer it stays shut, the faster alternatives on...
Sanctions Accelerated OPEC+ Unwind, Timing Misjudged
🚨One of the biggest mistakes I made in early 2025 was assuming the OPEC+ “Group of 8” would delay the unwinding of their voluntary production cuts because global oil demand growth looked weak. They began increasing output in April. I...
Demand Destruction Beats Supply Shocks, Oil Bulls Warned
🔥Goldman Sachs to Oil Bulls: Demand Destruction Wins — Supply Shocks Cancelled 🩸I added red text + oval for emphasis. 💠Demand destruction could be much larger than any of these estimates — especially in a global recession. Remember: Demand...
Key LNG Routes Bypass Two Critical Waterways
🔴The first map on the left shows global LNG carriers moving along busy, established trade routes. 🔴Now look at the second map on the right: two of the world’s most critical waterways are completely empty of LNG vessels. 🔴Tell me this is...
India Poised to Set Record Russian Oil Imports
🇮🇳 I wouldn’t be surprised if India’s oil imports from Russia hit a new record high soon. 🇮🇳 The green arrows show oil tankers carrying Urals crude — the vast majority of them are heading to India. Maps form @Kpler https://t.co/ZK2Oh1fX35
All Signs Bullish? Narrative Ignores Reality
🩸How do you separate reality from narrative? The Narrative: 💠SPR fill = bullish 💠SPR withdrawal = also bullish ⚡️SPR going up = bullish ...
Data Distortions Mask True
đź’ How Are Data Distortions from Canadian Crude Blending Inflating Both US Oil Demand and Export Numbers? đź’ Will Rising Prices and Inflation Push US Oil Demand Flat or Lower in H2 2026? đź’ Are Product Inventory Builds Signaling Weak US Demand, or Just Post-Holiday...
US Fuel Stocks Rise as Demand Wanes, Crude Falls
The sharp rise in gasoline and distillate inventories highlights three key points: 🛑Companies are prioritizing uninterrupted operations in the US. 🛑Refiners and producers are actively working to avoid public backlash and potential criticism from Trump. 🛑Global oil demand is...
Russia LNG Hits Record; Venezuela Oil Exports Surge
1. Russia’s LNG Exports Hit Record High: Economic Boom or Geopolitical Risk? 2. Venezuela’s Crude Oil Exports Jump to Highest Level Since Early 2019: What’s Next and Who Benefits Most? Daily Energy Report https://t.co/p2PAZaqzJq
Tanker Surge Shows Russian Urals Crude Flooding Markets
🔲Look at this, tanker after tanker.... carrying Russian Urals crude (Green. Red are empty)! Map from @Kpler https://t.co/Kp0rt3zu5i
UAE Crude Tanker Leaves Gulf, Heads to India
🇮🇳🇮🇳🇮🇳 🔥Tanker en route to India with 1.8 million barrels of UAE crude. Crossed the Strait of Hormuz after being stranded in the Gulf for nearly 3 months. Map form Kpler