Total US oil inventories held by commercial companies and the US government. Last week, inventories fell by another 3 million barrels.
(via Mercx)
(via Mercx)
July 24, 2026 at 11:26 AM
Total US oil inventories held by commercial companies and the US government. Last week, inventories fell by another 3 million barrels.
(via Mercx)
(via Mercx)
BISON: “.. The sound you're hearing?
It's oil inventories draining down to tank bottoms.”
It's oil inventories draining down to tank bottoms.”
September 2, 2026 at 4:59 PM
BISON: “.. The sound you're hearing?
It's oil inventories draining down to tank bottoms.”
It's oil inventories draining down to tank bottoms.”
Limited inventories in survival horror games are good actually
[jigsaw voice] start a bluesky discourse to unlock the door to this cell. if you type the word "puppygirl" your keyboard explodes. you have five minutes
August 25, 2026 at 1:59 PM
Limited inventories in survival horror games are good actually
The surge in imports and inventories in Q1 is like the tide going out before a tsunami hits shore.
May 4, 2025 at 4:38 PM
The surge in imports and inventories in Q1 is like the tide going out before a tsunami hits shore.
Diesel inventories near 20-year low.
“.. The decline is all the more striking because inventories are usually growing at this time of year. .. The $5.60 price of diesel at the end of August was 62% higher than its $3.50 price in early January.”
@joebrusuelas.bsky.social
“.. The decline is all the more striking because inventories are usually growing at this time of year. .. The $5.60 price of diesel at the end of August was 62% higher than its $3.50 price in early January.”
@joebrusuelas.bsky.social
September 1, 2026 at 11:59 AM
Diesel inventories near 20-year low.
“.. The decline is all the more striking because inventories are usually growing at this time of year. .. The $5.60 price of diesel at the end of August was 62% higher than its $3.50 price in early January.”
@joebrusuelas.bsky.social
“.. The decline is all the more striking because inventories are usually growing at this time of year. .. The $5.60 price of diesel at the end of August was 62% higher than its $3.50 price in early January.”
@joebrusuelas.bsky.social
Just remember *most* of this is about the SPR. Commercial inventories are low versus recent history but not longer-term. Markets are *much* more sensitive to commercial inventories than SPR.
BTW, SPR releases are about one-fifth (maybe less) impt to total demand than Chinese crude import declines.
BTW, SPR releases are about one-fifth (maybe less) impt to total demand than Chinese crude import declines.
July 20, 2026 at 12:09 PM
Just remember *most* of this is about the SPR. Commercial inventories are low versus recent history but not longer-term. Markets are *much* more sensitive to commercial inventories than SPR.
BTW, SPR releases are about one-fifth (maybe less) impt to total demand than Chinese crude import declines.
BTW, SPR releases are about one-fifth (maybe less) impt to total demand than Chinese crude import declines.
It’s all about inventories now. And how fast they’ll shrink.
@mikewayland.bsky.social
@cnbc.com $GM $F $STLA
www.cnbc.com/2025/04/16/u...
@mikewayland.bsky.social
@cnbc.com $GM $F $STLA
www.cnbc.com/2025/04/16/u...
April 16, 2025 at 1:27 PM
It’s all about inventories now. And how fast they’ll shrink.
@mikewayland.bsky.social
@cnbc.com $GM $F $STLA
www.cnbc.com/2025/04/16/u...
@mikewayland.bsky.social
@cnbc.com $GM $F $STLA
www.cnbc.com/2025/04/16/u...
For a second there I was worried the Secretary of Defense might be expected to know something about our weapons stockpiles... You either have depleted inventories that will take years to replenish or you don’t. “Years” isn’t a rounding error.
September 6, 2026 at 5:11 AM
For a second there I was worried the Secretary of Defense might be expected to know something about our weapons stockpiles... You either have depleted inventories that will take years to replenish or you don’t. “Years” isn’t a rounding error.
“Port of L.A. executive director says retailers will soon have only about 7 weeks of full inventories left amid U.S.-China trade war”
Port of L.A. executive director says retailers will soon have only about 7 weeks of full inventories left amid U.S.-China trade war
“Nobody wins,” Gene Seroka said. “China is America’s factory.”
fortune.com
April 29, 2025 at 9:20 PM
“Port of L.A. executive director says retailers will soon have only about 7 weeks of full inventories left amid U.S.-China trade war”
EKWUEME: “.. US gasoline inventories are at their lowest level in over a decade.”
August 11, 2026 at 2:02 PM
EKWUEME: “.. US gasoline inventories are at their lowest level in over a decade.”
But imports that are brought in to the US are also counted in other GDP measures. They either sit there, which means inventories rise. Inventories are a subset of investment. Or maybe they get used as part of corporate capex (also a part of investment). Finally they can be sold to consumers (C).
February 28, 2025 at 4:39 PM
But imports that are brought in to the US are also counted in other GDP measures. They either sit there, which means inventories rise. Inventories are a subset of investment. Or maybe they get used as part of corporate capex (also a part of investment). Finally they can be sold to consumers (C).
May 31, 2026 at 5:13 AM
U.S. distillate fuel inventories fall to lowest level in 23 years 🤯👀
May 31, 2026 at 10:03 PM
U.S. distillate fuel inventories fall to lowest level in 23 years 🤯👀
if we thread the needle on oil inventories until after the midterms ill scream
so is the plan to just say “we have a ceasefire, the strait is open” indefinitely while taking potshots at each other and not actually opening the strait and hope the market never notices?
June 28, 2026 at 1:14 AM
if we thread the needle on oil inventories until after the midterms ill scream
GS: not just a US story.. global oil inventories are very low
From gult to grim
From gult to grim
September 27, 2026 at 11:41 AM
GS: not just a US story.. global oil inventories are very low
From gult to grim
From gult to grim
Maersk sees 30%-40% drop in China-US trade and ‘race’ for inventories
▶️Volumes in other trades still growing at around 4%
▶️US importers are drawing from inventories in Canada and Mexico and seeking import replacements from domestic distributors
www.lloydslist.com/articles/202...
▶️Volumes in other trades still growing at around 4%
▶️US importers are drawing from inventories in Canada and Mexico and seeking import replacements from domestic distributors
www.lloydslist.com/articles/202...
Maersk sees 30%-40% drop in China-US trade and ‘race’ for inventories
Maersk’s chief executive describes a scramble by US businesses to replace Chinese goods and keep inventories from depleting. If there is no thaw in the US-China trade war by this summer, time will run out, raising the risk of a recession
www.lloydslist.com
May 10, 2025 at 12:40 AM
Maersk sees 30%-40% drop in China-US trade and ‘race’ for inventories
▶️Volumes in other trades still growing at around 4%
▶️US importers are drawing from inventories in Canada and Mexico and seeking import replacements from domestic distributors
www.lloydslist.com/articles/202...
▶️Volumes in other trades still growing at around 4%
▶️US importers are drawing from inventories in Canada and Mexico and seeking import replacements from domestic distributors
www.lloydslist.com/articles/202...
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
www.ft.com/content/86f3...
www.ft.com/content/86f3...
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
Decline could erode ability to supply Asian and European markets dependent on supplies from the Middle East
www.ft.com
July 30, 2026 at 1:26 AM
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
www.ft.com/content/86f3...
www.ft.com/content/86f3...
CAPITAL ECON: “.. The closure of the Strait of Hormuz is draining global oil inventories fast. Inventories could reach critical levels by end-June, setting the stage for Brent at $130-140pb, if not higher. And don’t expect US producers to ride to the rescue.”
May 15, 2026 at 2:26 PM
CAPITAL ECON: “.. The closure of the Strait of Hormuz is draining global oil inventories fast. Inventories could reach critical levels by end-June, setting the stage for Brent at $130-140pb, if not higher. And don’t expect US producers to ride to the rescue.”
Port of LA's Gene Seroka on tariff impact: Retailers have about 5-7 weeks of full inventories left
youtu.be/aetILfTwBN0?...
youtu.be/aetILfTwBN0?...
Port of LA's Gene Seroka on tariff impact: Retailers have about 5-7 weeks of full inventories left
YouTube video by CNBC Television
youtu.be
April 29, 2025 at 6:23 PM
Port of LA's Gene Seroka on tariff impact: Retailers have about 5-7 weeks of full inventories left
youtu.be/aetILfTwBN0?...
youtu.be/aetILfTwBN0?...
Someone should tell the economic geniuses running our trade policies about the existence of inventories! 🧵
September 4, 2025 at 11:35 PM
Someone should tell the economic geniuses running our trade policies about the existence of inventories! 🧵
Easiest way to see this is US commercial inventories. Low, especially compared to the last 10y, but very much not apocalyptic.
August 3, 2026 at 3:57 PM
Easiest way to see this is US commercial inventories. Low, especially compared to the last 10y, but very much not apocalyptic.
sales down 13 percent, while inventories are piling up www.bloomberg.com/news/article...
Producing 15% more than your sales is definitely going to be good for margins.
July 2, 2025 at 3:41 PM
sales down 13 percent, while inventories are piling up www.bloomberg.com/news/article...
Tyson is shutting down its Lexington, Nebraska plant in January 2026. That’s 3,200 workers gone in one shot, the largest plant shutdown in company history.
Blame Trump’s tariff chaos and the lowest cattle inventories in decades. Tariffs jack up costs. Supply shrinks. Plants close. Towns hollow out.
Blame Trump’s tariff chaos and the lowest cattle inventories in decades. Tariffs jack up costs. Supply shrinks. Plants close. Towns hollow out.
December 13, 2025 at 7:30 PM
Tyson is shutting down its Lexington, Nebraska plant in January 2026. That’s 3,200 workers gone in one shot, the largest plant shutdown in company history.
Blame Trump’s tariff chaos and the lowest cattle inventories in decades. Tariffs jack up costs. Supply shrinks. Plants close. Towns hollow out.
Blame Trump’s tariff chaos and the lowest cattle inventories in decades. Tariffs jack up costs. Supply shrinks. Plants close. Towns hollow out.
Provocatively overbooked trains going to detention facilities with unusual gas inventories.
February 21, 2025 at 12:20 PM
Provocatively overbooked trains going to detention facilities with unusual gas inventories.