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Brief: Cautionary Signals in U.S. Product Demand
17 hours ago

Brief: Cautionary Signals in U.S. Product Demand

YTD TSA passenger counts show strong demand for U.S. air travel, buoying U.S. jet fuel consumption

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M
May 20, 2025

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M

Average daily injections into EU natural gas storage facilities improve from 2023 and 2024 but remain below the trailing 10YR median rates. Total EU storage levels are narrowly above the 10YR seasonal median.

CoT: Funds Buy U.S.-China Macro
May 19, 2025
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CoT: Funds Buy U.S.-China Macro

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

Brief: ERCOT's First Glimpse of Summer Heat
May 15, 2025

Brief: ERCOT's First Glimpse of Summer Heat

But China's March crude imports offer positive demand signal

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.

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