Timestamped oil, fuel and gas prices from https://nitter.gq/t.co/0zMhxN4GFJ. Brent, WTI, diesel, gasoil, jet, marine fuel. Also in Claude and Cursor via MCP. #OOTT
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Joined April 2015
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Oil Price API retweeted
1. The @TankerTrackers team are some of the most principled, detailed, careful, and consistent trackers and analysts out there. The hate they’re currently getting is outrageous—they’re about as OG oil Twitter as you can get (where did you think #oott came from?)
2. Our numbers broadly track theirs—not exactly, but that’s why we love a diversity of independent estimates!
3. If you think 10 MMbpd through Hormuz means we’re out of the woods you’re sorely mistaken.
Oil Price API retweeted
This chart explains why oil demand destruction hasn’t started yet.
Flights are still flying. Factories still running. People still driving.
Demand destruction only kicks in when price becomes unbearable.
At $102 Brent — it’s painful. Not unbearable.
The price that kills demand in 2026 is probably $150+.
We’re not there yet.
Which means the inventory draw continues. Every single day. 👇
Oil Price API retweeted
You know Asia is truly short of crude oil when Japanese television covers the arrival of a single oil tanker from America as a major news story
Oil Price API retweeted
Surprised with how good the comments on github gists are. A lot more helpful, insightful, constructive, a lot less AI... Is it the user community? The markdown format? The (lack of) incentives?
Suddenly feeling like I should gist more.
@github consider competing with X (?)
Oil Price API retweeted
US crude oil exports are skyrocketing:
US Gulf Coast crude exports are on track to average a record 4.90 million barrels a day in April based on current loadings.
That would be up +23%, or +930,000 barrels per day since March, and up +30%, or +1.12 million barrels per day since February.
At the current pace, May exports will exceed 5.0 million barrels a day for the first time in history.
This comes as Asian buyers are securing US cargoes to offset the loss of Middle Eastern supply while flows from the Strait of Hormuz remain significantly limited.
For May alone, 28 supertankers are already lined up to carry US crude, compared to 5 typically booked at this point in a month.
Global demand for American oil has never been higher.
Oil Price API retweeted
How would classify your current usage of AI tools in your regular digital work/life?
12%Haven't used
28%Just starting to learn
46%Moderate user
15%Power user
203 votes • Final results Oil Price API retweeted
Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets.
All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast.
Oil Price API retweeted
For the past decade, the center of the country "received freight", largely from the coasts, as a large percentage of trucking volume were related to imports.
For the past few months, that has flipped and now the center of the country has shifted from "receiving freight" to "pumping it."
The US economy goods is flipping.
The center of the country, the industrial heartland, is shifting to a primary source of domestic freight.
Oil Price API retweeted
The NATO fiasco just exposed a massive US national security vulnerability:
America barely owns any ships.
The top 5 container shipping firms (all European or Chinese) control 65% of global capacity. The US has zero container shipping firms in the top 30 — and less than 0.2% of worldwide container shipping.
If Europe won’t even let us use their bases to strike a regime they hated…
What happens to this shipping capacity when we’re in a hot war with China and European leaders demand their shipping firms reduce capacity or cut off American businesses that do business with the US Department of War?
Supply chains are the front lines.
Oil Price API retweeted
Why isn’t anyone talking about this?
The railroads, the backbone of American industrials, just reported that volume excluding coal, had the highest volume March since 2008!
Chemicals +5.5% YoY - highest ever
Grains - highest volume since 1993!
There is so much noise in the economy, but the signal says that American industry is doing fantastic.
Oil Price API retweeted
Here’s why this is important:
gcaptain.com/we-need-navy-fi…
Oil Price API retweeted
I follow them on all things energy and supply chain of chemistry.
@MiserMcMiserson
@Gaurab
@anasalhajji
Free money basically.
Oil Price API retweeted
Oil is getting all the attention, but natural gas is more critical and more constrained
You can drive less, but when the power goes out, that’s a different story
You can ship oil from anywhere, including the US, but gas is trapped until we build more LNG capacity
Oil Price API retweeted
does anybody have a map of the days of remaining stocks for diesel, gasoline, nurdles, urea and other downstream components of crude oil and CNG?
seems like a really important thing to know for the global macro trade.
if anyone can suggest great data sources i can add to claudeberg
Oil Price API retweeted
Natural gas today in $/MMBtu:
Waha (Permian): -$4.00
Henry Hub: $2.94
Dutch TTF: ~$17.50
Same molecule. 3 prices. One negative.
A modern remake of "The Great Game", when the UK, EU and Russia fought to control routes to India/Asia. Different century, same lesson.
Logistics. It is always about logistics.
h/t @johnkonrad nitter.gq/i/status/2034325301845…
The Hormuz Hypothesis – What If the U.S. Navy Isn’t in a Hurry To Reopen The Strait?
gcaptain.com/the-hormuz-hypo…
Oil Price API retweeted
Chevron CEO Mike Wirth says the physical oil market is tighter than the financial oil market is reflecting, particularly for refined products.
The scarcity, particularly in Asia, is “not fully priced in the oil futures curve,” he says.
#CERAWeek
Oil Price API retweeted
Let's unpack this..
What if the White House has no intention of reopening the Strait of Hormuz?
What if this war is really about ships & tariffs?
I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong.
We need to go back to the drawing boards.
That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.
This quoted post is unavailable.
Oil Price API retweeted
The industrial economy is starting to ramp.
Flatbed trucking tender volumes has taken out an all-time high, eclipsing last year's steel and aluminum tariff pull forward.
This is what the early innings of a manufacturing renaissance should look like: strong, surging flatbed volumes
Oil Price API retweeted
There is considerable evidence that demonstrates large language models bring value; there also exists considerable evidence that – when applied without human oversight or an ethical framework - large language models are excellent generators of dangerous bullshit at scale.
I find the same to be true of generative coding assistants: they greatly accelerate the generation of disposable code, but at the same time they introduce a dangerous and seductive amount of sloppy legacy that, if left unattended to fester, are a cognitive and economic ticking time bomb
Oil Price API retweeted
The problem here is that if you're solely interested in moving energy across distances from the physics and economics alone it is MUCH better to move gas through a pipe than electricity through transmission. 8x energy transport density per dollar, GWh worth of intrinsic storage that comes with the pipe per couple of 10s of miles the ability to buffer at TWh for capital spends in the millions AND much more forgiving contingency dynamics because of the much slower speed.
The reasons are split up into two buckets:
1. Planning and allocation (~5x)
In recent years in the US, 90% was spent on reactive "reliability lines" and upgrading older lines without really adding much new capacity, rather than backbones/regional planning.
Power lines have major economies of scale - massive difference between getting right the first time and reactive building to each new generator and load. Even the great architects of power competition knew this to be a fact.
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