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.

Look East Young Man (and Woman), Look East (June 17, 2019) -- Our point is that market prices are being determined in the Far East in general and China in particular.

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