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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.

CoT: Record Short Covering
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CoT: Record Short Covering

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

Brief: L48 Wind Jumps 40% M/M
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Brief: L48 Wind Jumps 40% M/M

Average daily Lower 48 U.S. wind generation increased 40% month-on-month to 1.24 terawatt-hours (TWh) through the first 29 days of October, increasing the share of L48 demand captured by wind to 11.6% from September’s 7.4%.

Brief: Guyana Drives Non-OPEC Growth in September
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Brief: Guyana Drives Non-OPEC Growth in September

Guyanese crude production gained 86 kb/d month-on-month to an average of 771.1 kb/d in September as Exxon’s fourth development in the offshore Stabroek Block completed its second month in operation.

CoT: Sanctions Hit Record Brent Shorts
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CoT: Sanctions Hit Record Brent Shorts

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

Brief: Russia's New Sanctions
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Brief: Russia's New Sanctions

The U.S. Treasury Department’s Office of Foreign Assets Control imposed sanctions on Lukoil, Rosneft, and over 30 of their subsidiaries yesterday. Today, the European Commission followed with its 19th Russian sanctions package since the start of the Russia-Ukraine conflict in 2022