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Brief: Record Midwest Refinery Runs, Cushing, and WTI-Brent
9 hours ago
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Brief: Record Midwest Refinery Runs, Cushing, and WTI-Brent

Midwest (PADD2) refineries posted back-to-back seasonally-adjusted record throughput of over 4.2 MMb/d in the second-half of June, bringing the region’s streak of 2014+ top-decile SA refinery runs to four.

Daily Market Update - June 24, 2025
Jun 24, 2025
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Daily Market Update - June 24, 2025

Today in oil and natural gas markets:

Daily Market Update - June 23, 2025
Jun 23, 2025
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Daily Market Update - June 23, 2025

Today in oil and natural gas markets:

CoT: Post-Strike Changes to Speculative Positioning
Jun 23, 2025
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CoT: Post-Strike Changes to Speculative Positioning

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

ES #143: Strait of Hormuz & Brent-WTI Spread
Jun 23, 2025

ES #143: Strait of Hormuz & Brent-WTI Spread

Rolling prompt Brent-WTI spread narrowed over 60% from the Jan 2-Jun 12 average of $3.14/bbl to $1.25 on June 13

Daily Market Update - June 18, 2025
Jun 19, 2025
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Daily Market Update - June 18, 2025

Today in oil and natural gas markets:

Brief: The EU's Current Gas Storage
Jun 18, 2025
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Brief: The EU's Current Gas Storage

Mid-East conflict pulls NYMEX higher as Qatari LNG exports come into focus

Daily Market Update - June 17, 2025
Jun 17, 2025
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Daily Market Update - June 17, 2025

Today in oil and natural gas markets:

ES #142: Targeting Iranian Energy Infrastructure
Jun 16, 2025

ES #142: Targeting Iranian Energy Infrastructure

After several waves of escalating exchanges since Israel’s initial strikes late last week, the Israeli campaign against Iran expanded to include direct attacks on Iranian energy infrastructure on June 14-15.

Brief: Inflation Surprises (Again)
Jun 13, 2025
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Brief: Inflation Surprises (Again)

May CPI and PPI inflation data came in below expectations for the third consecutive month despite persistent calls that tariff-related impacts will arrive "next month"

ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate
May 11, 2025

ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate

Trends in U.S. refinery slates and crude imports show steady consolidation in supplying countries and adaptation to lighter runs

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

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