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Brief: Ranking Summer '25 Injection Season
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Brief: Ranking Summer '25 Injection Season

The EIA reported a 71 Bcf injection into Lower 48 underground storage for the week ending September 5 today, raising total inventories to 3,343 Bcf

Brief: OPEC Hikes Hit U.S. Shale Growth
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Brief: OPEC Hikes Hit U.S. Shale Growth

Total U.S. tight oil production increased 70 kb/d M/M to 9.05 MMb/d in August, matching 2025’s high water mark but holding short of the all-time record of 9.19 MMb/d set in Oct/Nov of last year.

Brief: Kazakhstan's Penalty
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Brief: Kazakhstan's Penalty

The OPEC8+ followed Sunday’s 137 kb/d hike to October production quotas with new compensation plans for overproducers on Monday

CoT: Hedge Funds Lean Into Russian Refinery Disruptions
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CoT: Hedge Funds Lean Into Russian Refinery Disruptions

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

Brief: Abnormal Stock Builds
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Brief: Abnormal Stock Builds

The DOE reported a 2.42 MMb build in U.S. commercial crude inventories (excl SPR) for the week ending August 29 today—a print that was roughly 6.1 MMb bearish versus the ten year median for the week preceding Labor Day and pushed total inventories into the first Y/Y surplus since October 2024.

Brief: Industrial Indicators Improve 4Q25 Demand Outlook
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Brief: Industrial Indicators Improve 4Q25 Demand Outlook

Anecdotal indicators of August U.S. manufacturing activity offered moderately bullish signals for bal 2025 energy consumption.

CoT: Short U.S. Crude
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CoT: Short U.S. Crude

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

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: Guyana's Next Stage of Production Growth Begins
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Brief: Guyana's Next Stage of Production Growth Begins

Crude output from Guyana’s offshore Stabroek Block held steady at an average of 664 kb/d in July (flat M/M), marking what is likely be the Exxon-led consortium’s final month of sub-700 kb/d output in 2025.

CoT: Oil Bears Increase Bets
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CoT: Oil Bears Increase Bets

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

Brief: Peak Summer Power Burns
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Brief: Peak Summer Power Burns

Texas’ daily gas fired generation recorded its highest level of 2025 this week at more than 971 GWh (5YR S.A. 98th percentile) as Texas power demand gained to its second-highest of the summer (1,671 GWh - 5YR S.A. 94th percentile).

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.