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Daily Market Update - September 17, 2025
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Daily Market Update - September 17, 2025

Today in oil and natural gas markets:

Brief: Drawdowns in Atlantic Basin Floating Stocks
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Brief: Drawdowns in Atlantic Basin Floating Stocks

Global floating crude stocks fell nearly 6 MMb last week to 67.96 MMb—approximately 17.5% below the 2016-2024 seasonally-adjusted average but 6.7 MMb above the same point last year.

Brief: Sharp Builds in Floating Stocks
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Brief: Sharp Builds in Floating Stocks

Global floating crude inventories gained 14.3 MMb W/W to 96.8 MMb last week, jumping to a 28 MMb Y/Y surplus and narrowing the deficit versus the trailing 5YR seasonally-adjusted average to 6.7 MMb from ~23 MMb last week.

Brief: Trends in Floating Crude Storage
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Brief: Trends in Floating Crude Storage

Global floating crude stocks gained for the second consecutive week, picking up 1.97 MMb last week for a total two-week change of ~3.4 MMb.

Brief: Kazakhstan v. OPEC
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Brief: Kazakhstan v. OPEC

OPEC8+ production jumped another 349 kb/d M/M in July to an aggregate 31.7 MMb/d, coming in 371 kb/d higher than the group’s intended output after another month of unmet compensation commitments.

Brief: Trends in International Oil Rigs
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Brief: Trends in International Oil Rigs

BH's latest data suggest the market may see meaningful differences between actualized OPEC8+ production and the 1.1+ MMb/d of announced supply growth due to hit the market in the next two months.

Brief: Sharp Draws in Global Floating Stocks
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Brief: Sharp Draws in Global Floating Stocks

Global floating crude stocks fell more than 11.7 MMb W/W to 66.3 MMb, reaching a deficit of more than 18 MMb versus the same week last year.

ES #147: China v. U.S. is about energy

ES #147: China v. U.S. is about energy

China generated over 10,000 TWh of electricity in 2024, more than doubling total U.S. power output as the global AI resource race heats up

Daily Market Update - July 14, 2025
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Daily Market Update - July 14, 2025

Today in oil and natural gas markets:

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

Brief: Asia's Floating Stocks Expand Deficit on Return from Refinery Maintenance
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Brief: Asia's Floating Stocks Expand Deficit on Return from Refinery Maintenance

Global floating crude stocks gained 2.5 MMb W/W to 79.6 MMb over the seven days ending July 6. While the increase was the first in three weeks, the Y/Y deficit in global floating storage expanded to -13.8 MMb from -10.7 MMb last week.

ES #145: OPEC8+ Surprises

ES #145: OPEC8+ Surprises

The eight members of the OPEC+ ‘voluntary cut crew’ (OPEC8+) announced a 548 kb/d production hike for August this weekend, surpassing the market’s expectations for a fourth consecutive 411 kb/d M/M increase in the OPEC8+ August quota.