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Oil Pulse

@oil_pulse

A physical oil traders news and views. all views are my own follow at your own risk!

London Katılım Ocak 2026
63 Takip Edilen247 Takipçiler
Oil Pulse
Oil Pulse@oil_pulse·
News since this post: -SPR -> no new releases being discussed by EU / US - a sentiment change by these governments. - Phys premiums begging to be bid by refiners - premiums starting to turn around, timing slightly off on the call here but overall correct directionally
Oil Pulse@oil_pulse

I’d expect very large, SPR cannot last forever. And we are now in the trading cycles these SPR releases have covered. Once we get to next cycle I would expect Phys premiums to grind high from next 3-4weeks onwards for most sort after grades, NS/WTI/CPC etc. but on the prompt it’s quite bearish! Expect some more window action today…

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Oil Pulse
Oil Pulse@oil_pulse·
We’re now 14 days into May, yet Iran’s crude loadings have flatlined and remain at roughly the same level as they were just two days into April.
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Fireleap
Fireleap@Fireleap_·
@OilCfd @oil_pulse That's an insult to my kind. If strike, EQNR would be hit hardest. These are all the service guys running shit.
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Oil Pulse
Oil Pulse@oil_pulse·
DFL on the up (Dated Brent vs Brent Swaps) and Refiners bid the the physical window, seems some change in sentiment for June cargos compared to May Oil #oott #oil
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Oil Pulse
Oil Pulse@oil_pulse·
@OilCfd Down about 110kbd I see on forties for Jun. WTI spreads on the way ⬆️ / Dated spreads on the way ⬆️ expect Brent may follow in the coming days! And less relevant but CPC loadings also down 300kbd…
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Oil Bandit 🛢️
Oil Bandit 🛢️@OilCfd·
@oil_pulse mid Jun will be stretched with some talks of forties being deferred to Jul. We found the bottom
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Oil Pulse
Oil Pulse@oil_pulse·
@tylermacro10 I didn’t see it with my own eyes, but what I’m hearing
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Oil Bandit 🛢️
Oil Bandit 🛢️@OilCfd·
@ed_fin how many so far? 4? 5? Those vessels were trapped for two months.. why now?
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Oil Pulse retweetledi
Ed Finley–Richardson
Ed Finley–Richardson@ed_fin·
Laden Chinese controlled VLCC went through.
Ed Finley–Richardson tweet media
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Oil Pulse
Oil Pulse@oil_pulse·
Chinese flagged VLCC loaded with Basrah medium has crossed the Strait of Hormuz, heading for China - AIS tracking from kpler
Oil Pulse tweet media
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Oil Pulse
Oil Pulse@oil_pulse·
June CPC program is expected to be around 300kbd-350kbd lighter than May. June loadings expecting 1.3mb/day vs May loadings of 1.7mb/day BTC Azeri June loadings planned at 526kbd from Ceyhan.
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Oil Pulse retweetledi
unusual_whales
unusual_whales@unusual_whales·
The U.S. Strategic Petroleum Reserve fell by 8.6 million barrels last week, marking the largest weekly decline on record, per Reuters
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Rory Johnston
Rory Johnston@Rory_Johnston·
@VKMacro Same question, but for state-owned refineries and why their run pullback was steeper than the teapots
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VKMacro
VKMacro@VKMacro·
What’s the best explanation of why teapots are reducing runs rather than using stocks?
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Oil Pulse
Oil Pulse@oil_pulse·
@JavierBlas This was much to do with curve value and the fact that on the prompt CFDs were in contango. Deferred physical prices/priced at a premium still
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Javier Blas
Javier Blas@JavierBlas·
As the paper oil market rallies, in the North Sea physical market we have seen today the first trade at a **discount** to the Dated Brent benchmark since the war started. The ironies of the oil market: when plenty (next few days) and dearth (next few weeks) coexist.
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Anton Likhodedov
Anton Likhodedov@ALikhodedov·
Btw, OPEC Monthly does not mention Hormuz even once ....
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