Intel Briefs

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Brief: Industrials Signal Near-Term Caution

Brief: Industrials Signal Near-Term Caution

March U.S. ISM manufacturing activity surveys show sector activity contracted after just two months of >50 readings. Subindices for new orders, employment, and supply chain prices reflect near-term tariff concerns

CoT: Funds' Crude Complex Length Rebounds on Tariff/Sanction Policies

CoT: Funds' Crude Complex Length Rebounds on Tariff/Sanction Policies

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

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Guyana's medium Payara Gold erases its brief premium over Brent as West Coast refiners' concerns about U.S. tariffs on Canadian crude imports fade

Brief: The EU's Lowest Gas Storage Levels

Brief: The EU's Lowest Gas Storage Levels

Europe prepares for summer injection season after the first winter without Russian pipeline gas through Ukraine and Slovakia sent aggregate gas storage in the bloc to its fourth-lowest level in nearly 15 years.

Brief: Power Demand Growth from AI or AC?

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

CoT: WTI Shorts Return After Two-Week Exit

CoT: WTI Shorts Return After Two-Week Exit

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

Brief: Record Renewables Cut Texas Gas Demand

Brief: Record Renewables Cut Texas Gas Demand

ERCOT's wind and solar fleet broke all-time generation records this week, hitting a new high of nearly 40 GW on Tuesday before ERCOT solar notched a new high of 26.3 GW this afternoon.

Brief: USMCA Exemptions v. U.S. Crude Imports From Canada, Mexico

Brief: USMCA Exemptions v. U.S. Crude Imports From Canada, Mexico

U.S. crude imports from Canada sank to their lowest seasonal value since March 2023 while crude imports from Mexico hit their lowest seasonal level on record.

Brief: U.S. Energy Exports & Extended Red Sea Diversions

Brief: U.S. Energy Exports & Extended Red Sea Diversions

U.S. strikes on Yemen's Houthis rekindle Red Sea transit risks. Satellite tracking data shows the effects of the Houthi's protracted Red Sea attacks. Meanwhile, easing drought conditions are evident Atlantic-Pacific transits through the Panama Canal.

CoT: Funds Cut Length From Crude Complex For Seventh Straight Week

CoT: Funds Cut Length From Crude Complex For Seventh Straight Week

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

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside

Price action reflects the aftermath of hedge funds slashing long interest in Dutch TTF by more than 165 million contracts in the four weeks since TTF's mid-Feb rally

Brief: OPEC Production Creeps Higher Ahead of Schedule

Brief: OPEC Production Creeps Higher Ahead of Schedule

Core OPEC producers increased output by approximately 154 kb/d in February to 26.86 million barrels per day, core OPEC's highest monthly production since November 2023.