Oil Bandit 🛢️ @OilCfd
Hydrocarbons barbarian. You are here for Oil & Tanker analytics. #OOTT Outside Joined November 2019-
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5.59 mb/d: India's oil demand rose by 265 kb/d to an all-time high. #JODIData #JODIOil #OOTT jodidata.org/oil/database/c…
Gasoline trades FOB & Freight (@ArgusMedia ) Barrels aint movin' Europe and its heavy refinery maintenance put prices a step higher but not enough to shuffle barrels around. Asian demand is "good", Americas is below expected. Should I worry? NO.. worry about diesel
More refined product in the next few months. Via SPGlobal.
@OilCfd NYMEX June/June heat to rbob spread on multi-year lows ... spot May heat crack on 2 year lows.
Yes, we also track planes in here. Airspace doesn't look like much has been halted.
Crude Imports YTD (kbd) ... it's a mixed bag
Another Supertanker Heads for Nigeria’s Dangote With WTI Midland. VLCC Kondor is signaling Dangote with an ETA of May 4 Bloomberg
EIA: Distillate could be the sleeping giant as we move through very subdued demand weeks. National inventory decline of 2.8-million barrels was weighted toward PADD 1 where stocks fell 2.8-million bbl. Net exports still robust at more than 1.3-million b/d.
#Russia: oil product exports slump to multi-year low after refining attacks #oott spglobal.com/commodityinsig…
A sign of lower refinery runs
#Nigeria: Unsold Oil Starts to Build Up as Buyers Take Their Time Backlog of unsold cargoes builds amid turnarounds, competition Angola’s sales fare better thanks to strong buying from India #oott bloomberg.com/news/articles/…
Can't move barrels around with this structure, unless you see a $4/5 flat price move up..
Can't move barrels around with this structure, unless you see a $4/5 flat price move up..
Don't know if related, but Orlen (PKN) was known for using a lot of shadow tankers for their imports in the Baltic, those vessels were at a short sailing distance from Primorsk/Ust Luga where they loaded Urals getting a hefty discount in freight so these Polish aren't dumb at all
Don't know if related, but Orlen (PKN) was known for using a lot of shadow tankers for their imports in the Baltic, those vessels were at a short sailing distance from Primorsk/Ust Luga where they loaded Urals getting a hefty discount in freight so these Polish aren't dumb at all
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@OilCfd And look at these demurrage #’s for clean in the East 👀
"Later this year, about 1 mmb of new, daily refining capacity is expected to come online even as gasoline demand expands by less than 1%." --Austin Lin, Wood Mackenzie bloomberg.com/news/articles/… #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #commodities
@OilCfd @ArgusMedia so european gasoline strength fading? or just flat prices coming off.
Gorgeous US petroleum systems visualization created by @pbrown1856 and associates at the Congressional Research Service.
"We should sanction all Russian oil". Okay, fine. Lots of people can get on board with that. But if Russia's exports fall by half and the price of oil globally doubles as a result... Moscow isn't harmed. But every oil consumer is.
The on/off risk premium for tankers dlvr.it/T5wq1T
@OilCfd Ah darn. Very interesting as blenders will be frothing looking at those specs. 103 kPa on a heavy stream is outrageously high
@OilCfd One day it will, just in time for Western Canada to be short pipe capacity again.
@OilCfd @ArgusMedia Fine Bandit. Was just a comment on typical trade patterns. Your message/story is compelling certainly but it is the USAC that is the the potential outlet for European barrels
@OilCfd @ArgusMedia Small observation. You have a USGC FOB value there (Makes sense as USGC exports) but useful to have a USAC value to look at Europe-US arb as that is key location
This is even more misleading than the aggressive marketing of most airlines nowadays.
More refined product in the next few months. Via SPGlobal.
Forget barrel counting. They are plodding along both on demand and supply. We are also in a stagflation quarter which means macro folks will buy the dip. However, at some point the algos will be all that matter for prices to come down $15 in Brent, ceteris paribus. Here is…
CHART OF THE DAY: Since 2022, China has bypassed American sanctions, buying huge amounts of Iranian oil by simple re-branding it as Malaysian. US lawmakers want to close the route — for that, there’s not need of new sanctions; all what’s required is for the White House to…
U.S. average on-highway #diesel fuel price on April 22, 2024 was $3.992/gallon, DOWN 2.3¢/gallon from 4/15/24, DOWN 8.5¢/gallon from year ago #truckers #shippers #fuelprices eia.gov/dnav/pet/pet_p…
@OilCfd NYMEX June/June heat to rbob spread on multi-year lows ... spot May heat crack on 2 year lows.
Seeing good interest in my #quant students from #commodity trade shops to do #AI. Working on a few trading models of my own but so far nothing to brag about. Will post in open source if it evolves into anything interesting. #OOTT RT @FinancialTimes ft.com/content/ffc4d7…
Diesel = Manufacturing/Industrial GDP Gasoline = discretionary consumer spending #OOTT
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