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Javier Blas

This week · 43 items
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Voice · person

This week · spoke in 43 items · 8 topics

Oct 8 → Oct 15, 05:30 ET · Last update Oct 12, 04:55 ET (for the window to Oct 11, 05:30)

Earlier: September 2026 · August 2026

Sceptical

Javier Blas focused mainly on the Middle East conflict’s effects on oil shipping, refinery output, product markets and crude flows. He reported that Hormuz traffic continued despite attacks, while freight costs surged and the physical crude market became distorted 202127. He also covered sanctions and energy diplomacy involving Russia, Ukraine, Iran, China and the United States, alongside weather disruptions, fuel policy and longer-term oil-demand implications 581215193238.

From the window to Oct 11, 05:30 ET — this window's take is still to be written.

On the record

last 90 days · 30 positions
fiscal deficits +1.0 · 2Strait of Hormuz +0.5 · 2oil demand -1.0 · 2Persian Gulf -1.0 · 2diesel -1.5 · 2Europe -1.5 · 2oil -2.0 · 2shipping +2.0 · 1

Latest positions

  • JBJavier BlasStrongly bearish on oil Remains bearish relative to very bullish takes; does not see oil going to $150, $175 or $200 a barrel. “I remain berries. I still don't see that we are going to go to $150, $175, $200.” ▶ 4:45 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasBullish on strategic petroleum reserves Expects governments, especially in Asia, to build up strategic petroleum reserves after this crisis. ▶ 13:48 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasStrongly bullish on shipping Expects tanker freight rates to stay very high for now, with the market running out of vessels, though a large wave of new vessels from 2027 onward will eventually bring rates down a lot. “at the moment, we just don't have enough vessels” ▶ 51:30 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasFalling on oil demand Expects oil demand growth to be lower after the crisis ends, as high retail fuel prices push consumers to EVs. “I don't think that the trajectory of oil demand growth keeps the same whenever this ends because it's having an impact.” ▶ 15:25 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasRising on global economy Expects the global economy to keep growing around 3% and to prove resilient despite the oil crisis. “we are growing three and a bit percent, that the stock market is fine. That is incredible.” ▶ 7:47 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasBullish on Refining Notes refining margins have ballooned to $30-$50 a barrel from $10-$12, and expects stockpiling demand to keep the sector strong. “the refining margins are so big now” ▶ 59:45 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasRising on fiscal deficits Expects fiscal deficits to stay uncontrolled, with no plan to bring them under control. “there is no plan how governments are going to bring fiscal deficits under control” ▶ 6:12 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasBullish on EVs Expects more EV adoption as high fuel prices, better options and mature charging networks combine. “More people, including myself, are buying an EV.” ▶ 15:25 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasSharply falling on shipping rates Expects shipping/freight rates to come down a lot eventually, though not to pre-crisis levels. “history says that it will come down quite a lot, perhaps not to the pre-crisis levels, but it still will come down a lot” ▶ 52:05 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasStrongly bearish on oil Expects oil prices to stay well below the $150-200 spike scenario, remaining bearish relative to very bullish takes. “I still don't see that we're going to go to $150, $175, $200.” ▶ 4:44 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasFalling on oil demand Expects oil demand growth to slow after the crisis ends as high retail fuel prices push consumers toward EVs. “I don't think that the trajectory of oil demand growth keeps the same whenever this ends” ▶ 15:36 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
  • JBJavier BlasBearish on crude oil 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

Their output

43 this week
Wed 7Tue 13 · 8Thu 15

Stories 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.

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