crude
Commentators generally distinguish a tightening crude market from an even tighter refined-products market, especially diesel. Rory Johnston attributes crude strength to still-depressed Hormuz flows, Red Sea disruption, fading SPR releases and demand, while noting that crude ended several weeks roughly flat despite large intraday swings 1434. Anas Alhajji argues the main problem is products and refining margins rather than crude itself 3638, whereas other commentators warn that shipping disruption, refinery damage and geopolitical escalation can keep both crude and diesel elevated 11241.
Where the voices land
All voices 2 voices2 bullish
Bullish
- DODoombergBullish Doomberg says delivered crude costs are effectively heading toward $150 oil once shipping is included. “people like oh we didn't see 150 oil well delivered refineries it's getting there” ▶ 36:01 DOOMBERG | All roads lead to the printer! · 27 Sept
Strongly bullish
- RJRory JohnstonStrongly bullish As long as the war continues and Hormuz stays throttled, crude and product prices will keep grinding higher. ▶ 17:39 The Shocking Reason Gas Prices Can’t Come Down A… · 30 Sept
2 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Bullish
- JTJurrien TimmerBullish At $100/barrel, crude is probably not expensive enough to derail the US economy's resilient growth. “At $100/barrel, crude is probably not expensive enough to derail the US economy’s resilient growth” Open the post The energy complex is struggling through an echo… · 22 Sept
Mentions
230 in September 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
- Anas Alhajji 56 mentions
- Rory Johnston 47 mentions
- Walter Bloomberg 27 mentions
- Bloomberg 20 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 13 mentions
- John Kemp 11 mentions
- Javier Blas 9 mentions
- TankerTrackers.com, Inc. 6 mentions
See what your own voices say about crude, every morning.
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