A journey through the oil markets from the physical perspective. We take a look at barrels moving
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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| Issues | 135 | Founded | 2 years ago | Last Issue | 10 days ago |
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theoilbandit.substack.comLatest Issues
Slow Burn
Is all about flat price
So… I’ve been back to my previous spot, then taking a boat ride, but on the second and third day I didn’t see as much action as day 1, just a couple of Suez going in, but what I found interesting was an LNG carrier,...
Habibi
Going above and beyond
Let’s do something different this week…
Pressure points
It’s all about optics
If we look at prices alone, we could say that not much has changed. However, the optics are changing. For weeks, we have had a fairly contained flat price, while different corners of the market were running away indep...
Powershift
How high can freight go?
Another week and oil stuck at 100, by now it looks more like a logistics crisis, on top of a middle distillates refining crisis, rather than an “oil crisis”, and I say that from the comfort of 14/15 million barrels...
Mexican Standoff
Who releases first?
So we are stuck in the 100s; neither the promises of kinetic action, nor the “back to pre-war levels” talk can break the cycle. Even the most volatile portion of the oil complex (refined products) seems contained with c...
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Authors
The writers behind this newsletter.
I used to move barrels for a living
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