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crude oil

This week · 30 voices
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Entity · financial instrument

This week · 30 of the 74 voices we track · 35 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 8, 15:37 ET (for the window to Oct 8, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Divided

Discussion focused on a sharp divergence between crude oil and refined products: crude flows and inventories suggest greater availability, while diesel, gasoline and jet fuel remain severely constrained 2226. Geopolitical risk remains central, with Hormuz flows recovering but prices staying elevated because participants fear renewed hostilities and future disruption 2628. Views on crude prices are divided between expectations of further downside as flows normalise and a contrarian case for much higher prices if inventories tighten or conflict escalates 102032.

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

Where the voices land

All voices 5 voices

3 bearish2 bullish

Strongly bearish

  • MMMike McGloneStrongly bearish Expects crude oil to scale back down toward $40, with the December WTI contract seen closer to $50-60. “the peak at 120 was the peak, potentially, and it's going to scale back down to 40” ▶ 13:34 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct

Bearish

  • JBJavier BlasBearish Expects the crude market to tilt into a deficit as Hormuz volumes are lost and buyers stockpile. “probably now we're kind of tilting again into a deficit” ▶ 57:44 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • BSBruno SantosBearish Expects crude oil prices to trade lower in the near term as Middle Eastern supply recovers and G7 stocks are released, though he does not expect a return to pre-war levels. ▶ 0:57 Diesel Supply Tightens Despite Recovering Crude … · 12 Oct

Bullish

  • ATAdam ToozeBullish Expects the Israeli-American attack on Iran to be a disaster for global fuel economy and oil prices, with crude prices not telling the full story. ▶ 31:10 Diesel · 9 Oct
  • FRFawad RazaqzadaBullish Expects higher crude oil prices, which risk feeding into inflation. “Higher oil prices risk feeding into inflation” ▶ 1:20 Pound for Pound, the Dollar Wins the Brent Crude… · 9 Oct

3 bearish2 bullish

Also asked

Risk 1 voice← rising · easing →

1 rising

High risk

  • BSBruno SantosHigh risk Sees the risk premium in crude as persistent, with new attacks on Saudi infrastructure and Persian Gulf shipping keeping it from being priced out. ▶ 0:57 Diesel Supply Tightens Despite Recovering Crude … · 12 Oct

Mentions

35 this week
Wed 7Sun 11 · 8Thu 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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