StoneXEnergyKC

@StoneX_Official | Alex Hodes | Energy Market Analysis & Intelligence | Risk Management Expertise & Consulting | Opinions my own

[StoneXEnergyKC @EnergyKc]

2025 Crude Oil & Refined Product Market Outlook:
Dive into production forecasts, price projections, OPEC+ strategies, crack spreads, and key infrastructure updates. Actionable insights for traders, investors & energy pros navigating the evolving mkt. https://t.co/N71DOlPlrN
#OOTT

[StoneXEnergyKC @EnergyKc]

https://t.co/iumZJM3m5T Listen to our latest podcast here about current status of the oil market. #OOTT

[StoneXEnergyKC @EnergyKc]

Products tightening fast.
Gasoline/diesel big draws; crude tightening, propane still heavy. 5 Mb draw on SPR. #OOTT

[StoneXEnergyKC @EnergyKc]

21 Ships Navigated the Strait of Hormuz April 4-5th
Ship traffic analysis observed 21 ships crossing the Strait - according to Bloomberg. *Message us for our research paper about if Iran tolls are implemented #OOTT

[StoneXEnergyKC @EnergyKc]

At a time when heavy-sour grades of crude are in short supply - exports from Ust-Luga expected to be down 1 Mb/d. #OOTT

[Dr. Ilia Bouchouev @IliaBouchouev]

Here is my top 10 points/things to watch on oil, mostly from the persepctive of virtual barrels, flows and algos
https://t.co/5bAHb5Vawn

[StoneXEnergyKC @EnergyKc]

*NORTH DAKOTA OIL PRODUCTION DOWN DUE TO COLD: 80K - 110K B/D
*ND PIPELINE AUTHORITY REPORTS OIL CUTS DUE TO COLD” BBG #OOTT

[Giovanni Staunovo🛢 @staunovo]

Trump post on #Iran
#oott

[Javier Blas @JavierBlas]

OIL MARKET: Multiple airlines cancelling flights to Caracas after fresh US warnings about the Venezuelan airspace.

[Oil Bandit 🛢️ @OilCfd]

How serious are these peace talks?

[Giovanni Staunovo🛢 @staunovo]

#Iraq: Depot fire temporarily cuts nearly half of Iraqi crude exports
An explosion at the Zubair-1 depot and pumping station has led to a shut-in of around 1.5 million barrels per day of Basra Medium for export, as Iraq looks for alternatives to keep flows up in the Basra Gulf.
#oott
https://t.co/ecBdgKuexE

[Oil Bandit 🛢️ @OilCfd]

This is one of the few "EU-Winter-Spec-Diesel" origin, the other is Jamnagar by Reliance, but that is being phased out in Jan26 due to its Russian affiliation.
ICE Gasoil rippin'

[StoneXEnergyKC @EnergyKc]

@Rory_Johnston this range? this caliber? even if you miss you can't miss

[StoneXEnergyKC @EnergyKc]

According to vortexa and bloombergNEF, refined product exports were down 240 Kb/d in Sept. #OOTT

[First Squawk @FirstSquawk]

U.S ISM NON-MANUFACTURING NEW ORDERS (SEP) ACTUAL: 50.4 VS 56.0 PREVIOUS; EST 54.0

[Shariq Khan @shariqrtrs]

Colonial Pipeline has restarted, a company spokesperson confirmed. Brief nature of outage means it is unlikely to be a pricing event, analyst @TomKloza said. #OOTT

[LiveSquawk @LiveSquawk]

Colonial Pipeline Spox: Halted Ops. On Thursday Morning To Address Unplanned System Maintenance
- Expected To Restart Operations Before Noon EDT On Thursday

#OOTT

[StoneXEnergyKC @EnergyKc]

Refinery outages in the Atlantic Basin along with refiners maximizing diesel output are both factors contributing to gasoline's bump. #OOTT

[Giovanni Staunovo🛢 @staunovo]

Global gasoline markets are showing unusual late-summer strength as refinery outages limit supply, even at a time of year when demand for the road fuel usually wanes.

Refiners tend to make the most money in gasoline in the summer, especially in the US, as drivers take to the road for vacations. This year, margins are still strong even after the peak travel season, providing a boon for fuel makers.
#oott
https://t.co/s1KeHKPsg4

[StoneXEnergyKC @EnergyKc]

huge swing in exports led to a massive draw in crude inventories. diesel built by a large amount and continues to shrink its deficit to the 5yr seasonal avg. #OOTT

[StoneXEnergyKC @EnergyKc]

Upcoming webinar next week, join us to see our outlook on crude oil and refined product markets ahaead. https://t.co/GZQQ62Ccyi #OOTT

[StoneXEnergyKC @EnergyKc]

crack spreads rallying on the recent attacks on Russian refineries, even as diesel inventories climb globally. #OOTT