Our View

Crude as a Casualty of the Trade War

While no one noticed, China increased its oil inventories 120% as the rest of the world ran down inventories. China may now use these stocks to suppress global oil prices. For more, click here.

Graph of the Week/IMO 2020 Watch™

This week’s graph presents Chinese and US and days of supply. Read more here.


To view the latest IMO 2020 Watch™, click here.

The Global Gasoline Surplus (June 10, 2019) -- A downward price spiral began in early May as more supply was pushed into Asian markets.

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