A journey through the oil markets from the physical perspective. We take a look at barrels moving
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 111 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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theoilbandit.substack.comLatest Issues
Paycheck to Paycheck
The Art of the No deal
At this point it is obvious this is not going to be resolved anytime soon, in fact I am starting to wonder whether it will ever truly be resolved. The answer may lie in what we have started to see over the past few w...
Dire Straits
Oil physical in trouble
At this point I do not think is worth talking about ceasefires, attacks, negotiations and all that noise, the market is slowly shrugging off the headlines and as a consequence we are getting these violent swings tha...
Hear me out...
What if oil demand is not that?
No major developments on the battlefield, but it closes out a turbulent week. The big headline was that UAE is leaving OPEC, it has nothing to do with oil, and if the concern is that once the conflict ends U...
Frozen
Should I stay or should I go?
Will they meet? who’s meeting who? does it matter anymore? Let’s talk about oil instead…
Paper vs Physical
Last week, the whole conversation revolved around the disconnect between financial and physical oil. We even started seeing Dated Brent everywhere—at one point even the Iranian parliament speaker was teasing Trump with it.
I had planned to...
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Authors
The writers behind this newsletter.
I used to move barrels for a living
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