A journey through the oil markets from the physical perspective. We take a look at barrels moving
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 114 | Founded | 2 years ago | Last Issue | 11 days ago |
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Drifting Away
Can we live without Hormuz?
This week gave us proof that this is still far from resolved, reflected in what was probably the strangest ceasefire in history... and every time an agreement appears imminent, Iran asks for just one more conces...
Back to School
Fog is dissipating
Are you still reading headlines? The market moved past that stage already… oil came off because above 105/110 there simply was not much room left to go higher... it is not going to rally while China is importing just 7Mn...
Lost and Found
Caught between headlines
We are bouncing between $100 and $110, in a tense calm, where we have the feeling that something might shift beneath our feet anytime soon. The usual headline was followed by an ever decreasing reaction, but below...
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...
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Authors
The writers behind this newsletter.
I used to move barrels for a living
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