The crude complex tiled: production/exports/imports/refining supply, Cushing + inventories + demand, and natgas/gasoline/diesel + electricity prices
The crude complex tiled: production/exports/imports/refining supply, Cushing + inventories + demand, and natgas/gasoline/diesel + electricity prices
Use it when: Inventory day, or any crude move you cannot explain from the headline.
This is the CL desk. The EIA petroleum status report lands Wednesday at 10:30 ET and it is the largest scheduled move in the crude week.
Only through the energy sector weight and, over months, the inflation channel.
Effectively nothing directly. A sustained crude move reaches NQ through CPI and the rate path, on a lag of weeks.
Read supply before inventories: production, exports, imports and refining runs. Then Cushing specifically - it is the WTI delivery point, so a build there is not the same as a build in total US crude. And a crude draw with a gasoline build is refining, not demand. Trading the headline crude number alone is how that gets missed.
show me the oil & energy.add <name> away.The tell: A crude draw with a gasoline build is refining, not demand. Reading only the headline crude number is how that gets missed.
2 panels, read straight from the preset definition in the desktop build:
Plus 3 dense sheets — wide tables that carry a whole complex in one upstream call rather than a wall of single-series tiles:
These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side: