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Brief: Floating Barrels +78% Since Mid-Sep
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Brief: Floating Barrels +78% Since Mid-Sep

Global floating crude inventories are up more than 78% (54 MMb) since the middle of September

Brief: Guyana Reaches 910 kb/d
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Brief: Guyana Reaches 910 kb/d

Guyanese crude production ramped to a record peak of 910 kb/d and an average of 837.1 kb/d in October—the latter marking an increase of ~66 kb/d from September’s average and 189.8 kb/d over the average for October 2024.

CoT: Speculative Selling Resumes
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CoT: Speculative Selling Resumes

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

Brief: Floating Crude 46% Above 'Normal'
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Brief: Floating Crude 46% Above 'Normal'

Global floating crude inventories gained 10.1 MMb W/W and 27.5 MMb from the start of November to 114.3 MMb on Sunday

CoT: Fund Managers Eye Russia Sanctions Impact
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CoT: Fund Managers Eye Russia Sanctions Impact

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

Brief: Thermal Outperforms
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Brief: Thermal Outperforms

Shorter days, cloudier skies, and calm winds dropped combined solar and wind generation to its lowest share of lower 48 power demand this week, enabling thermal generators to record their best performance since the week ending October 31.

CoT: Crude Bears Fall Back
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CoT: Crude Bears Fall Back

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

Brief: OPEC8+ v. Quota
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Brief: OPEC8+ v. Quota

While last month’s growth was the smallest monthly increase since April and bullish versus the group’s announced October hike of +137 kb/d, actualized output...

Brief: Approaching 100 Million Barrels
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Brief: Approaching 100 Million Barrels

Global volumes of crude in stationary floating storage increased 10.84 million barrels (+12.7%) W/W to 96.12 MMb last week, lifting worldwide floating stocks into the top quartile of the 2016-2024 seasonally-adjusted distribution.

CoT: Brent's Short-Lived Bullishness
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CoT: Brent's Short-Lived Bullishness

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

Brief: Early Withdrawals from EU Gas Storage
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Brief: Early Withdrawals from EU Gas Storage

Gas storage levels in the European Union hit a preliminary peak over two weeks ahead of normal this year, with bloc-wide storage facilities at 83% capacity (3,234 Bcf) on Nov 4 versus 95% at the same point last year and a trailing 5YR S.A. average of more than 91%.

Brief: Slow But Steady Growth in Floating Crude Stocks
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Brief: Slow But Steady Growth in Floating Crude Stocks

Global floating crude stocks have increased by roughly 16% since the start of September, gaining from a ~13% deficit versus the 2016-2024 seasonal average to a ~7% surplus in the final week of October.