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crude

This week · 17 voices
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Entity · financial instrument

This week · 17 of the 74 voices we track · 34 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 8, 10:12 ET (for the window to Oct 8, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Cautious

Discussion centred on a split between abundant or recovering crude supply and a much tighter refined-products and shipping market. Michelle Brouhard argued that crude inventories have fallen substantially but lower refinery runs have kept crude demand and prices relatively contained 40, while Rory Johnston said the market remains tight, backwardated and operationally disrupted despite rising flows 40. Middle East flows were reported as recovering through Hormuz and bypass routes 162133, but sanctions, refinery outages, tanker attacks and congestion continued to reshape trade 15252756.

From the window to Oct 8, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 3 voices

1 bearish2 bullish

Bearish

  • RJRory JohnstonBearish Expects crude prices to fall, treating the explosions as bearish for crude. “Guess all those explosions are bearish for crude prices.” Open the post Guess all those explosions are bearish for crude… · 11 Oct

Strongly bullish

  • PBPeter BoockvarStrongly bullish Expects crude prices to remain elevated for a while given lost barrels and prolonged conflict. “And that's going to keep prices elevated for a while.” ▶ 36:58 Bond Market Dominoes: The Path to 6% Rates with … · 9 Oct
  • DNDan NathanStrongly bullish Says crude is not going lower anytime soon because there will be no peace deal with Iran. “crude's not going lower anytime soon because there will not be a peace deal with iran anytime” ▶ 35:50 Bond Market Dominoes: The Path to 6% Rates with … · 9 Oct

1 bearish2 bullish

Mentions

34 this week
Wed 7Mon 12 · 10Thu 15

Stories it travels in

i

The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

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