Tim Dallinger

Professional Engineer. Fluid Dynamics. Strength and Conditioning. BBQ. Woodworking.

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 6-12-26

Summary
Crude: -8.3 MMB
SPR: -8.9 MMB
Cushing: -1.6 MMB
Gasoline: -0.9 MMB
Distillate: +1.0 MMB
Jet: -1.1 MMB
Ethanol: 0.0 MMB
Propane: +3.0 MMB
Other Oil: -1.1 MMB
Total: -7.9 MMB

[Tim Dallinger @DallingerTim]

@cgyoder Thanks for the reply. Apologies for the contentious response. While there are valid concerns about cavern integrity during this release, this exchange was structured intelligently. It eased backwardation although producers seem hesitant to significantly increase production yet

[Tim Dallinger @DallingerTim]

The SPR is draw-maxxing

[Tim Dallinger @DallingerTim]

@cgyoder This is well understood. The SPR release was structured such that buyers sell those barrels into the market immediately and buys the backend for future delivery. It was meant to ease backwardation and boost futures so that E&P's hedge, deploy capital and increase production

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 6-5-26

Summary
Crude: -7.2 MMB
SPR: -7.9 MMB
Cushing: -0.8 MMB
Gasoline: +0.2 MMB
Distillate: -0.2 MMB
Jet: +0.8 MMB
Ethanol: -0.2 MMB
Propane: +1.1 MMB
Other Oil: -0.6 MMB
Total: -5.6 MMB

#OOTT

[Tim Dallinger @DallingerTim]

@PATCHnHrd Maths...

[Tim Dallinger @DallingerTim]

@ActuallyClimber @killerpainda That is the question energy specialists are asking. We don't know. I have my hypothesis but I try to not publish speculation. The reasons you suggest are all plausible.

[Tim Dallinger @DallingerTim]

@ActuallyClimber @killerpainda Crude is priced by grade and location, reported against a benchmark. The US benchmark is WTI. Unless physical barrels are desired, focus on WTI. Fair value models are based on supply/demand. Inventories show that balance. US inventories are poised to hit uncharted territory soon.

[Tim Dallinger @DallingerTim]

@killerpainda @ActuallyClimber Thanks for reference @killerpainda.

@ActuallyClimber Working with the data helps one understand it better. Check out my graphs and ask if anything is unclear. I try to clearly site my sources.

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 5-29-26
Summary
Crude: -8.0 MMB
SPR: -8.0 MMB
Cushing: -0.6 MMB
Gasoline: +3.4 MMB
Distillate: +1.5vMMB
Jet: +0.4 MMB
Ethanol: -0.4 MMB
Propane: +2.1 MMB
Other Oil: -2.3 MMB
Total: -2.6 MMB

[Tim Dallinger @DallingerTim]

@BlacklionCTA

[Tim Dallinger @DallingerTim]

@calvinfroedge Looks good. A work bench doesn't need to be beautiful to be fully functional.

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 5-18-26

Summary
Crude: -7.9MMB
SPR: -9.9 MMB
Cushing: -1.6 MMB
Gasoline: -1.5MMB
Distillate: +0.4 MMB
Jet: +0.2 MMB
Ethanol: 0.0 MMB
Propane: +0.4 MMB
Other Oil: +0.1 MMB
Total: -9.0 MMB

#EIA #OOTT

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 05/19

crude -9.1 million (exp. -3.4 million)
gasoline -5.8 million
distillates -1.0 million
Cushing -1.4 million

SPR actual -9.9 million

#oott #crudeoil #api

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 5-8-26

Summary
Crude: -4.3 MMB
SPR: -8.6 MMB
Cushing: -1.7 MMB
Gasoline: -4.1MMB
Distillate: +0.2 MMB
Jet: +0.5 MMB
Ethanol: -1.1 MMB
Propane: +3.6 MMB
Other Oil: +2.0 MMB
Total: -5.1 MMB

[Tim Dallinger @DallingerTim]

EIA WPSR Summary for week ending 5-1-26
Summary
Crude: -2.3 MMB
SPR: -5.2 MMB
Cushing: -0.7 MMB
Gasoline: -2.5 MMB
Distillate: -1.3 MMB
Jet: -0.6 MMB
Ethanol: +0.1 MMB
Propane: -1.3 MMB
Other Oil: +1.6 MMB
Total: -5.9 MMB

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 05/05

Crude Oil -8.1 million (exp. -2.8 million)
Gasoline -6.1 million
Distillates -4.6 million
Cushing -1 million

SPR -5.2 million

#oott #crudeoil #API #gasoline

[Tim Dallinger @DallingerTim]

Thank you, @agnostoxxx and @PauloMacro for the discussion today! It was an honor and a privilege to be included.

Fly on the Wall with Shrub & Cloudbear: Special Guest Oil Expert Tim Dallinger https://t.co/MCkUFB0DkB

[Tim Dallinger @DallingerTim]

@toiletkingcap