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Brief: Record Midwest Throughput
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Brief: Record Midwest Throughput

Today’s EIA data showed PADD 2 net inputs gained ~76 kb/d W/W to 4.21 MMb/d last week, marking the eighth week out of the past nine with top-decile throughput relative to the past ten years (seasonally-adjusted).

Brief: Downside skew to domestic distillate demand
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Brief: Downside skew to domestic distillate demand

The ISM U.S. Manufacturing PMI registered 48.0 in July, down 1 point from June and the fifth consecutive month of contraction.

Brief: Sharp Gains in Floating Stocks
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Brief: Sharp Gains in Floating Stocks

Global floating crude stocks gained sharply last week, picking up 15.95 MMb W/W to 82.27 MMb

Daily Market Update - July 30, 2025
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Daily Market Update - July 30, 2025

Today in oil and natural gas markets:

Daily Market Update - July 29, 2025
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Daily Market Update - July 29, 2025

Today in oil and natural gas markets:

ES #148: $750 billion in US energy

ES #148: $750 billion in US energy

The U.S. and EU struck a trade deal on Sunday afternoon that, according to a joint press conference between President Trump and European Commission President Ursula von der Leyen, includes a 15% tariff on nearly all EU goods (excl. metals and pharmaceuticals), a $600 billion increase in EU investments into the US, and an EU commitment to purchase $750 billion of U.S. energy exports.

Daily Market Update - July 24, 2025
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Daily Market Update - July 24, 2025

Today in oil and natural gas markets:

Brief: U.S. LNG Replaces Russian Gas in Central Europe
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Brief: U.S. LNG Replaces Russian Gas in Central Europe

After facing an unprecedented energy crisis in 2022, Germany poured more than 6.5 billion euro (so far) into LNG infrastructure investments to mitigate supply risks and shore up domestic energy security.

Brief: Sharp Draws in Global Floating Stocks
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Brief: Sharp Draws in Global Floating Stocks

Global floating crude stocks fell more than 11.7 MMb W/W to 66.3 MMb, reaching a deficit of more than 18 MMb versus the same week last year.

Brief: OPEC8+, Iran, & China
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Brief: OPEC8+, Iran, & China

OPEC’s Monthly Oil Market Report (MOMR) for July hit the wire today, providing an opportunity for participants to evaluate Declaration of Cooperation (DoC/OPEC+) production versus YTD compensation pledges and announced production hikes

CoT: Hedge Funds Target Low Distillate Stocks
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CoT: Hedge Funds Target Low Distillate Stocks

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

Daily Market Update - July 9, 2025
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Daily Market Update - July 9, 2025

Today in oil and natural gas markets: