crude oil
Commentary split between bullish geopolitical-risk views and evidence that recovering Middle East crude flows are capping prices. Several analysts argued that refined-product shortages, refinery bottlenecks and shipping disruptions matter more to users than crude itself, keeping diesel prices elevated even as crude retreats 391638. Technical analysts generally saw near-term pullback or consolidation risk, but warned that renewed disruption could rapidly push crude back toward or above $100 41217.
Where the voices land
All voices 4 voices3 bearish1 bullish
Bearish
- FCFiona CincottaBearish Strong Middle East supply and rebounding exports are pressuring crude prices, with a break below $89 opening a deeper decline. “oil flowing helps to ease supply concerns and that is has put pressure on prices, taking them to that three-week low” ▶ 1:26 Crude Oil’s Geopolitical Premium Fades as Middle… · 30 Sept
- NHNate HagensBearish Hagens expects the era of cheap, abundant crude to end as the richest, cheapest barrels are already burned and remaining supply costs more to extract. “The cheapest barrels have already been burned, and what remains costs more to reach with every passing year” ▶ 5:37 A State of the World Address: The Climate Speech… · 25 Sept
- RHRazan HilalBearish A renewed risk-on sentiment would likely come with a pullback in US bond yields and, most importantly, crude oil prices. “a renewed risk-on sentiment across the markets, and a probable pullback with respect to US bond deals and, most importantly, crude oil prices” ▶ 7:03 Gold and Silver Cling to Support as Yields Test … · 24 Sept
Strongly bullish
- FRFawad RazaqzadaStrongly bullish He says risks to crude oil prices remain skewed to the upside in the near term. “the risks to the crude oil prices remain skewed to the upside in the near term, with oil prices remaining elevated” ▶ 1:39 Oil Quietly Hands the Fed a Reason to Stay Hawki… · 24 Sept
3 bearish1 bullish
Mentions
132 in September 2026Stories it travels in
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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
- TankerTrackers.com, Inc. 31 mentions
- The Kobeissi Letter 14 mentions
- Josh Linville 10 mentions
- Robin Brooks 8 mentions
- Blake Morrow 8 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 7 mentions
- Anas Alhajji 6 mentions
- Javier Blas 6 mentions
See what your own voices say about crude oil, every morning.
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