Oil is dead
The Oil BanditA journey through oil markets from the physical perspective. From the trenches.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | theoilbandit.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Light me up
We have seen flat prices crashing down and rising again, volatility is at extreme levels due to low positioning in derivatives, (for those new to this game, swings of $1/2 in a day are not normal) but what we haven’t seen is the physical pr...
Witchcraft
I’m just gonna dump charts and restrain of commenting because I don’t understand what the hell is going on.
Not in my Backyard!
A turn around in oil markets coincided with some supportive narratives on the barrel counting side and the hope that the worst is over for Chinese demand, well, let me tell you something…
Algos gone Wild!!
Fundamentals always play out at the end, but boy what a week. Until mid-July Crude oil was experiencing the lowest volatility in more than a year, all it took was a couple of shakedowns to both sides for volatility to explode. And here we a...
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Authors
The writers behind this newsletter.
I used to count barrels for a living
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