Above is the AI podcast version of this thread and white paper. Please see the important disclaimer. This is not an offer, solicitation, or recommendation. x.com/BisonInterests…

𝐘𝐨𝐮 𝐜𝐨𝐮𝐥𝐝’𝐯𝐞 𝐛𝐞𝐞𝐧 $0.63/𝐛𝐛𝐥 𝐚𝐡𝐞𝐚𝐝. On 𝐉𝐮𝐧𝐞 17, Sparta flagged that 𝐌𝐮𝐫𝐛𝐚𝐧 𝐰𝐚𝐬 𝐮𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞𝐝 and primed to benefit as traders looked for barrels outside the most exposed AG load points. By 𝐉𝐮𝐧𝐞 20, the Murban/Dubai spread had

An oil tanker carrying 1M barrels exploded off Libya’s coast on June 27. No injuries or pollution reported, but the cause remains unknown. The Vilamoura had previously visited Russian ports—part of a troubling pattern of unexplained blasts. #Shipping #Oil #MaritimeSecurity

What we know about oil markets is a drop, what we don’t know is an ocean. #oil #energy #oott #com #com

To date the 8 opec+ members offering the voluntary cuts announced the unwinding of 1.37 million bpd and prices to date are holding up above 65. #JustSaying #OOTT

Bright days ahead! #oil #tanker #shipping

Today, LNG Canada successfully loaded a first cargo of liquefied natural gas that is now destined for global markets, marking the start of operations at Canada’s first large-scale LNG export facility. lngcanada.ca/news/first-car…

CANADA EXPORTS FIRST LNG SHIPMENT 🇨🇦 🚨 🚢 First vessel just left Shell’s LNG Canada facility 📈 The project is ramping up at a time when demand for gas is on the rise a bloomberg.com/news/articles/…

BP, Once a Hunter in the Oil Industry, Is Now Prey. What Went Wrong? -- Stanley Reed #OOTT $BP nytimes.com/2025/07/01/bus…

OIL MARKET: Looking at tanker tracking data, either Saudi Arabia was de-stocking (and quite a lot) during June, or its crude production is quite higher than the market thinks (and its OPEC+ quota implies) #OOTT

tradewindsnews.com/tankers/mr-tan… MR2 rates are very strong still, albeit declining a bit in the Atlantic. Impressive levels for summer months. You wouldn't know looking at $STNG $TRMD $PXS $ASC $HAFNIA crashing shareprices... Crack spreads also holding well above pre-Iran too.

Reposting to clarify the contingency plan Aramco put in place last month to avoid any disruptions to supply that might have been caused by the conflict between Israel and Iran. The kingdom swiftly instructed Aramco to reallocate oil volumes to overseas storage facilities. This

⚓ Dirty Freight Market Report: USGC crude freight undervalued while WAF Suezmaxes are overpriced. The freight market is balancing out. While the USGC crude freight looks undervalued, WAF Suezmaxes are finding themselves on the expensive side when compared to global competition.

Kazakhstan June production 1.88M bpd vs a quota of 1.50M bpd. Then tack on 132K bpd of compensation cuts they owed on the month. Why haven't they been kicked out yet? reuters.com/business/energ…

In the latest episode of the Sparta Market Outlook Podcast, the team discusses the shifting crude market and evolving refinery strategies. Get the latest insights on US output, OPEC moves, and how Middle East tensions are reshaping Asia’s crude buying. Join our experts as they

Gold moves first. Copper follows. Oil moves last. That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged. You know what comes next. 👀⛽️

A wave of new LNG production (the biggest yet) will transform the gas market 🚢 Canada's first major LNG plant started exports this week That's just the beginning. About two dozen new projects are slated to lift global LNG capacity 40% by 2030 and help lower gas prices

#Opec+ Group of 8 with a quick 10 minute meeting this morning. Agrees to a further acceleration, with the cuts to be eased by 548,000 b/d in August #oott

#Opec+ 8 decision to go for a 4-in-1 hike of 548k b/d in August was again put down to "healthy market fundamentals as reflected in the low inventories." #oott