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dozens of tankers just crossed the Strait, that's why oil prices are up again
| infuriating vivacious chapel lettuce | 10/01/26 |
| contagious native | 10/01/26 |
| infuriating vivacious chapel lettuce | 10/01/26 |
| contagious native | 10/01/26 |
| stirring church building | 10/01/26 |
| contagious native | 10/01/26 |
| infuriating vivacious chapel lettuce | 10/01/26 |
| hilarious spruce range | 10/01/26 |
| contagious native | 10/01/26 |
| infuriating vivacious chapel lettuce | 10/01/26 |
| contagious native | 10/01/26 |
| contagious native | 10/02/26 |
Poast new message in this thread
Date: October 1st, 2026 7:23 PM Author: infuriating vivacious chapel lettuce (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165370) |
Date: October 1st, 2026 7:27 PM Author: contagious native the situation right now is roughly: ~1.2–1.3 billion barrels in storage → imports dramatically reduced → inventories being drawn by roughly 0.5–0.8 million b/d → refinery activity beginning to recover → pressure building eventually to increase imports.
That last transition could matter a lot for world oil prices. China spent 2025 buying cheap crude and effectively built itself a gigantic shock absorber. It has been using that buffer through 2026 rather than competing aggressively for scarce barrels. If inventories fall far enough that Beijing decides to rebuild them while Middle Eastern supply remains constrained, China's return as a 10–12+ million-b/d buyer could materially tighten the global market.
Embargo stays until China blows through their stockpile from 2025. It's nice they were able to float the US while we did war. |
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Date: October 1st, 2026 7:35 PM Author: infuriating vivacious chapel lettuce so the Strait is still closed (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165391) |
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Date: October 1st, 2026 7:42 PM Author: contagious native Is it? Who knows. (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165400) |
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Date: October 1st, 2026 7:46 PM Author: stirring church building if the tables were turned, i'd expect the US to be tactically buying to increase pressure on China.
are they more into benign stability than we give them credit for that they aren't entering the market right before the midterms? |
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Date: October 1st, 2026 8:07 PM Author: contagious native Just today China indicated they will limit exports of refined product until they reach acceptable reserve levels. Trump explicitly asked them not to just last week. They arnt stabilizing the world market because they love stability, and it isn't destabilizing it merely because doing so could hurt Washington. It's conserving its own and refusing to buy expensive replacement barrels until it has to. Also driving up prices would be an extremely expensive way to hurt the US and one that would actually transfer cash to American companies.
The Davidson Window, or aim to be ready to invade Taiwan by 2027, is all but gone. I thought that was a huge reason for the war in Iran and the timing of Venezuela and Nigerian hits. I think I was wrong pegging it to one specific goal. Watch that podcast i put up today. China has a lot of problems. The US is pumping them up as some invincible juggernaut and I think that's bullshit to sell ships etc.
https://www.reuters.com/world/china/us-sees-chinese-invasion-taiwan-unlikely-next-year-despite-2027-timeline-sources-2026-10-01/?utm_source=chatgpt.com |
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Date: October 1st, 2026 7:48 PM Author: infuriating vivacious chapel lettuce I'm enjoying the freakout ITT (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165405) |
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Date: October 1st, 2026 7:51 PM Author: hilarious spruce range Typical for gibbershabbosgoy (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165414) |
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Date: October 1st, 2026 8:10 PM Author: contagious native Me too (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165451) |
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Date: October 1st, 2026 7:52 PM Author: infuriating vivacious chapel lettuce Trump: We’re going to fill up our national strategic reserves with Venezuelan oil.
https://x.com/Megatron_ron/status/2105716760536347099 |
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Date: October 1st, 2026 8:09 PM Author: contagious native What purpose do you think the SPR serves? (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50165450) |
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Date: October 2nd, 2026 12:32 PM Author: contagious native (http://www.autoadmit.com/thread.php?thread_id=5908540&forum_id=2#50166939) |