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Brief: OPEC+ Overproduction Continues
May 14, 2025

Brief: OPEC+ Overproduction Continues

But China's March crude imports offer positive demand signal

Brief: Soft Inflation Undermines Tariff-Related Recession Forecasts
May 13, 2025

Brief: Soft Inflation Undermines Tariff-Related Recession Forecasts

April CPI data comes in at four-year lows, undermining forecasts that tariff-related costs will pass through to consumers and drive price growth

CoT: Energy Shorts Rebound
May 12, 2025
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CoT: Energy Shorts Rebound

A closer look at fund managers' energy market futures and options positioning

Brief: Shipping Costs Hit 16-Month Low
May 08, 2025

Brief: Shipping Costs Hit 16-Month Low

Global container freight rates hit a 16-month low in May as the aftermath of importers' front-loaded cargoes subsides

Brief: Crude Sentiment v. Data
May 07, 2025

Brief: Crude Sentiment v. Data

The DoE's latest inventory data showed crude inventories at Cushing, OK, remain historically low, a trend shared by U.S. stocks of refined products

Brief: Domestic Industrial Demand Signals
May 06, 2025

Brief: Domestic Industrial Demand Signals

April manufacturing sector activity and March trade data put focus on distillate consumption

CoT: Funds' Energy Positioning
May 05, 2025
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CoT: Funds' Energy Positioning

A closer look at fund managers' energy market futures and options positioning

Brief: TTF Bulls Exit Despite Supply Risks
May 01, 2025

Brief: TTF Bulls Exit Despite Supply Risks

Investment funds' outlook on Dutch TTF turned significantly less bullish in the last two months as money managers net length in TTF fell more than 72% from Feb 7 through Apr 25.

Brief: Chicken Little Headlines
Apr 30, 2025

Brief: Chicken Little Headlines

A deluge of 'sky is falling' narratives hit the newswire with narrow interpretations of today's negative 1Q25 GDP data

Brief: Iraq Eyes Syria for Expanded Pipeline Export Capacity
Apr 29, 2025

Brief: Iraq Eyes Syria for Expanded Pipeline Export Capacity

Iraq and Syria discuss restarting a mothballed 300 kb/d pipeline, expanding Iraq's efforts to restore export capacity to the Mediterranean.

CoT: Crude Complex Sees Persistent Short-Driven Risks
Apr 28, 2025

CoT: Crude Complex Sees Persistent Short-Driven Risks

A closer look at fund managers' energy market futures and options positioning

Brief: Exxon's Q1 Guyana Output
Apr 24, 2025

Brief: Exxon's Q1 Guyana Output

Guyana's March production data showed a 21 kb/d M/M decrease in average daily crude production to 628 kb/d, dropping average daily output for Exxon's three FPSOs in 1Q25 to 631.6 kb/d from 4Q24's 651.6 kb/d.

Award-winning macro and commodity market research for deeper insights in less time.

Mobius Market Research

Award-winning macro and commodity market research for deeper insights in less time.

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