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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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Issues120Founded2 years agoLast Issue10 days ago
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Latest Issues

Uncanny Valley

somehow feels different....

On the surface, it all feels like more of the same, attacks and counter strikes, threats and TACOs, yet over the past few days there has been a growing sense that something has changed compared to what we have s...

10 days ago
30
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Crude Awakening

To remind us they are still alive

No one should have been surprised by the episodes we saw this week, the asymmetric upside risk was undeniable with every passing day without any news from the front, and with every ship making the cross we...

17 days ago
30
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Grinding Through

Is this the bottom?

We have reached the halfway point of the year, and the second half already looks very different. We are still digesting this “opening” of the Strait, which caught many by surprise, although we already started seeing som...

24 days ago
22
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The Next 100 days

Waiting for China

How did we get here? Indices in contango, physical differentials at historical lows in some cases, ships that effectively have no price, and flat price about to break the 70 handle. Some of this we had already discussed a...

a month ago
41
16
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Sign here, here and here...

Can you imagine the strait open?

The signing of the MoU was merely the confirmation of what we had already been seeing for several weeks, and ultimately the only thing we care about: oil is moving.

a month ago
18
23
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  • The Oil Bandit

    I used to move barrels for a living

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