YTD TSA passenger counts show strong demand for U.S. air travel, buoying U.S. jet fuel consumption
Today in oil and natural gas markets:
Year-to-date power generation data for the continental United States shows solar generation has outpaced all other fuels. Planned capacity growth suggests a structural shift to solar and natural gas for pre-2030 projects
But China's March crude imports offer positive demand signal
April CPI data comes in at four-year lows, undermining forecasts that tariff-related costs will pass through to consumers and drive price growth
A closer look at fund managers' energy market futures and options positioning
Trends in U.S. refinery slates and crude imports show steady consolidation in supplying countries and adaptation to lighter runs
