
A journey through the oil markets from the physical perspective. We take a look at barrels moving
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 128 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||

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...
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...
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...
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:
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...
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The writers behind this newsletter.
I used to move barrels for a living
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