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oil market researcher founder of https://CommodityContext.com former bank economist markets, code, barbecue
🎙️ NEW PODCAST 🎧
In the latest episode of Oil Ground Up I spoke with @gbrew24.bsky.social about:
LISTEN: open.spotify.com/episode/7sxd...
Oil Ground Up · Episode
Thanks, Umit! 🙏🏻
Quality material here.
🛢️ OIL CONTEXT WEEKLY 🛢️
Crude prices pulled back to their weakest level in months as US policy disposition—both tariffs and sanctions—shifts from supply-side tailwind to demand-side headwind for the oil market.
Full report: www.commoditycontext.com/p/ocw32w25
Summary:
Mattresses should be hard.
Pillows should be soft.
Thank you for your attention to this matter.
Trump to meet Putin in Alaska next Friday.
Because Friday gonna Friday.
🛢️ OIL CONTEXT WEEKLY 🛢️
Crude prices pulled back to their weakest level in months as US policy disposition—both tariffs and sanctions—shifts from supply-side tailwind to demand-side headwind for the oil market.
Full report: www.commoditycontext.com/p/ocw32w25
Summary:
Russian Urals vs US WTI crude, Indian delivered prices
here's the WTI curve:
It's baaaccckkkkkkkkk
Oil's wrinkle in time has returned, with most of the Brent curve in contango as of early 2027.
"It is difficult to make predictions, especially about the future"
