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Oil not dead

The Oil Bandit
Hundreds of paid subscribers

A journey through the oil markets from the physical perspective. We take a look at barrels moving

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Issues128Founded2 years agoLast Issue10 days ago
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Latest Issues

Turning the Screw

Betting against the house?

A ragtag bunch we left for dead in the Gulf of Aden, a collection of rusted-out distillation towers in northern China, $10bn of value transferred to oil marketers, shipowners and insurers in just one week. All of...

10 days ago
35
Paid

Eye for an Eye

The Middle East cycles once again

It wasn’t that hard to predict. Every period of “peace” is followed by a period of confrontation, whose severity could also be measured in barrels per day, the more barrels cross, the more harsh is the att...

17 days ago
30
Paid

Blocked out

Six months into this mess

Nothing much changed from last week, and that’s a change in itself. If we dig a little deeper, then yes, there is a slight change in perception of oil markets loosening up, there is undisputable evidence of more c...

24 days ago
28
Paid

Curve Control

Oil at the back-end

This is it, we lost the war. Oil finally won this week, and I am not talking about today’s or yesterday’s price, those are just battles, this is the war:

a month ago
41
3
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Low-Keying it

Barrels in the wrong place

The market seems comfortable in the high 80s, volatility is down quite a lot and even intraday swings are now worth less than $1/bbl. So what changed? For once, the “they are running out of ammo” seems to be play...

a month ago
29
11
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  • The Oil Bandit

    I used to move barrels for a living

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