crude
Discussion focused on crude being shaped less by straightforward upstream supply and demand than by refining, logistics and geopolitical bottlenecks. Jeffrey Currie argued that crude can weaken while refined products become extremely tight because refining capacity is the constraint 5, and warned that depleted inventories and infrastructure underinvestment leave the system vulnerable to sharper volatility 146. Warren Pies emphasised that positioning drives crude’s direction, while fundamentals and news flow determine the move’s amplitude 2.
Where the voices land
All voices 1 voice1 bullish
Bullish
- JCJeffrey Currie ++Bullish Currie sees simultaneous constraints on Middle Eastern and Russian supply threatening crude shut-ins, supporting prices. “we face simultaneous constraints on both Middle Eastern exports and Russian supply” Open the post I joined @RomaineBostick and @kgreifeld on @bloo… · 16 Jul
1 bullish
Mentions
6 in July 2026Stories 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
- Jeffrey Currie ++ 4 mentions
- Jeff Curry 1 mention
- Warren Pies 1 mention
- Rory Johnston 1 mention
See what your own voices say about crude, every morning.
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