LIVE | TRUMP: Modi vowed to stop buying Russian oil. How true is it, what’s possible, and the “if” impact — Vandana Hari breaks it down #Trump #Modi #Russia #Oil #Geopolitics Vandana Hari Sajeet Kesav Manghat Hersh Sayta x.com/i/broadcasts/1…

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API 🇺🇲 #crude inv. 10/17 ⬇️ #Oil #oott #wti #brent

… And the likely trigger for #crude’s jump this morning. A trade deal between India and China would be positive for the economies —> supportive of oil demand. #Oil market players would also be wondering if the deal will entail some reduction in Indian purchases of #Russian oil

Key signals for the #oil market: 👉 Will India clearly commit to reducing Russian crude purchases, with volumes and timelines? If yes, it's price-supportive if substantial Russian volumes are to get locked out of the Indian market, as they may not find alternative buyers easily.

What's up with #oil? We covered a lot of ground on #oil in this podcast with Peter Lewis Money Talk, starting with the big news overnight, US sanctions on #Rosneft and #Lukoil. The entire podcast is always worth tuning in too, the oily bit starts at 36 minutes if you want to jump to it.

Cushing inventory is 21.2 million, basically the amount of oil that isn't usable, just what's needed to keep the pipelines primed and pressurized so the system can function. Yes, 21.2 million barrels are technically there, but almost all of this is either below the suction point

It was my pleasure discussing #oil with Asharq Business اقتصاد الشرق today. #Crude has stacked on some #Russia risk premium and news of a potential US-China deal has buoyed sentiment, but the gains have been restrained.

Important: Suez Canal traffic remains normal in both directions following the grounding of tanker "Komander", according to this post by Suez Canal Authority. Komander is likely a shadow-fleet vessel, having had at least six name changes. It was carrying Russian oil from

Well done Pemex on netting $150 mil in Q3 from bear put spreads. Unfortunate that net corporate losses are in the billions, despite tens of billions in government aid package! bloomberg.com/news/articles/…

EIA, week ending 10/24 Crude oil: -6.9M Domestic prod: 13.644MMbpd Cushing: +1.4M Gasoline: -5.9M Mogas supplied: 8.924MMbpd Distillates: -3.4M Refiner utilz: 88.6% Ref inputs: 15.717MMbpd Total exports: 11.027MMbpd #oil #eia #gas

No commitments from Beijing to scale back Russian oil imports, as expected — it was reportedly not even discussed.

Russia’s oil exports just hit their lowest since the war began only 1.9 million barrels/day. Refineries are breaking down after 22 Ukrainian strikes, and new U.S. sanctions on Rosneft and Lukoil are freezing trade. Gasoline shortages now hit 57 Russian regions. This is the

It’s pop-the-champagne-cork time for #crude #tankers. See story, free to read, for comments from today’s calls + latest data from Baltic on rate indexes, TI on VLCC fixtures and Vortexa on record-high oil in transit: #shipping $FRO $DHT $INSW $TNK $BWET tinyurl.com/mr3x2es5

Important distinction - are Russian flows ebbing or simply more barrels going “dark”?

Ukrainian drone causes fire on tanker damages Russian Black Sea port of Tuapse. jordannews.jo/Section-24/Eur…

𝐋𝐈𝐕𝐄 𝐕𝐈𝐃𝐄𝐎 𝐏𝐎𝐃𝐂𝐀𝐒𝐓: Daily Energy Markets - Nov. 4 Click here to join: lnkd.in/d4yXNk8G Zoom ID: 843 8266 1096 | Password: 12345 ADNOC Group Dr. Sara Vakhshouri Vandana Hari Vanda Insights OIES

LIVE: Daily Energy Markets Podcast x.com/i/broadcasts/1…

API: Crude: +6.5M Cushing: +0.364M Gasoline: -5.653M Distillates: -2.459M

US #DOE stocks for week ending 10/31/2025 #oott #EIA Crude : +5.2 MM bbls Gasoline : -4.7 Distillate : -0.6 Cushing : +0.3 Crude ex-SPR : +5.7 SPR : 0.5 build