John Kilduff

Again Capital Partner and CNBC contributor. Creator of Cat-5 energy market analysis system. Two time PAL Youth Basketball Championship Coach.

[Patrick De Haan @GasBuddyGuy]

avg refinery utilization mid-feb to mid-may (during maintenance), ranked all-time- 2026 highest utilization during maintenance since 2005
1. 1998 — 94.1%
2. 1999 — 92.6%
3. 2001 — 92.2%
4. 1997 — 92.0%
5. 1996 — 91.8%
6. 2005 — 91.3%
7. 2026 — 90.6% ← this year
8. 2018 — 90.6%

[Art Berman @aeberman12]

Here’s a bombshell observation:

I can’t get close to “tank bottom” concerns by credible oil analysts

Not even by September using comparative inventory—my gold standard for 25 years.

#OilMarkets #WTI #CrudeOil #TankBottoms #InventoryData #FollowTheData #EnergyMarkets #OilPrices #MarketNarratives #RealityCheck @Rory_Johnston @ericnuttall @HFI_Research @anasalhajji

[Infinitus Capital @InfinitusCap]

We asked 👉 @Grok ....

Who has the most accurate WTI OIL FUTURES aka $CL_F #CL_F fact checking screenshot on X?

Grok's reply screenshot below

--
Quant analytics are 👉unparalleled

#OOTT #CrudeOIL
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@Rory_Johnston @KilduffReport @CroftHelima
@anasalhajji @CommodMkt @SheDrills @danschlaepfer @MunchingMoez @AnsonGroupFunds

[ADP Research @AdpResearch]

Private employers added 122,000 jobs in May. Eight out of 10 supersectors showed gains, and employers of all sizes were hiring. Learn more at https://t.co/VaxClcBBwR. #labormarket #jobs

[RedboxGlobal @RedboxWire]

Russia’s Ilsky oil refinery in the Krasnodar region caught fire after a reported drone strike, authorities said.

[STUART TURLEY - Energy Podcast Host @STUARTTURLEY16]

🧵1 🚨California just doubled down on its own energy suicide.

On May 29, CARB extended its Cap-and-Invest climate program through 2045 — completely ignoring urgent warning letters from Chevron, PBF, and Marathon that the new rules will force the shutdown of the state’s last remaining refineries. Result? Skyrocketing energy prices + a full-blown national security crisis on the West Coast.

[John Kilduff @KilduffReport]

@itzstockchartz Thanks! Have a great weekend!

[Russian Oil & Gas Monitor @RusOilGasExpert]

➡️ Very interesting, as data on Russian refined product output is a rare gift these days.
➡️ Reuters' sources say diesel production dropped from 1.8mmbpd in March to 1.6 in April and 1.4mmbpd. That is, diesel output is down over 20% in two months.
➡️ This gives a strong hint why the government is reportedly mulling a diesel export ban. Russia exported ~850kbd last year, and the loss of that much supply would mark a significant tightening of the global diesel market.
➡️ For historical context, Russian diesel output was in 2.0mmbpd in 2023 and ~1.7mmbpd in 2025. Most years, the country exports half of diesel output.
#oott

[Giovanni Staunovo🛢 @staunovo]

#Russia's diesel output falls a further 10% in May after drone attacks, data analysis shows #oott https://t.co/R9iI8jDg1n

[John Kilduff @KilduffReport]

Have a great Memorial Day, and please remember the reason for the holiday! 🇺🇲

[Frank Mottek @frankmottek]

Demand it now! Get it now! @MottekOnMoney Weekdays 4pm LIVE @KABCRadio and podcast. #ICYMI Dan Ives @DivesTech @Wedbush John Kilduff @KilduffReport Aidan Chao @LATaxpayers Michael Levine #Dow #Oil #Iran #fed #LosAngeles
https://t.co/BBw7SZhr7u

[Giovanni Staunovo🛢 @staunovo]

U.S. Energy Storage Expands to Support Growing Power Needs
The U.S. energy storage industry installed a record 9.7 gigawatt-hours of new capacity in the first quarter https://t.co/ZCG25ZAxMU

[Infinitus Capital @InfinitusCap]

FUN FACTS

Toronto QUANTS

Posted 🛢️ OIL FUTURES watch 👉🎯 at 8:19AM

🔥 Live quote ----> $95.72

Current Low of Day: $94.73 at 1:29PM

.
$CL_F #OOTT

@danschlaepfer @MunchingMoez @AnsonGroupFunds @KilduffReport @TomKloza

[Energy Headline News @OilHeadlineNews]

U.S. ALLOWS SCRAP DEALER TO BUY SANCTIONED IRAN SHIPS

The U.S. has granted a license allowing a major ship scrap buyer to purchase four vessels sanctioned for carrying Iranian-linked cargo.

The move could open a legal exit route for parts of the “shadow fleet” used to transport sanctioned goods for Iran and Russia, which has expanded under Western sanctions.

The ships, tied to an Iran-linked network, will be dismantled for recycling. Officials say the case-by-case licensing approach may be used more broadly, helping remove high-risk vessels from global waters.
@DeItaone

[zerohedge @zerohedge]

Brilliant: Al Arabiya says the earlier reports in Iran media about reaching an agreement were false

[First Squawk @FirstSquawk]

EXXON MOBIL IS REPORTEDLY IN TALKS TO RETURN TO VENEZUELA WITH RIGHTS TO DEVELOP OIL FIELDS NEARLY 20 YEARS AFTER ITS EXIT, ACCORDING TO THE NEW YORK TIMES. THE DEAL COULD BE ANNOUNCED THIS MONTH AND MAY INCLUDE CONTRACTS FOR UP TO SIX OIL FIELDS.

[Giovanni Staunovo🛢 @staunovo]

Dangote’s Refinery Private Placement Draws $2 Billion of Demand
#oott https://t.co/gyzHCoPDYp

[Christiane Amanpour @amanpour]

⁠Ahmadinejad, SERIOUSLY? The Holocaust denier? The wipe Israel off the map guy? The Green Revolution death and torture guy who stole the 2009 elections? The nuclear program accelerator guy? The Islamic fundamentalist end-days guy?

[Patrick De Haan @GasBuddyGuy]

"I dOn'T rEMemBeR GaSBudDy tAlKinG aBOuT pRiCEs wHeN BiDEn wAS pReSIdeNt aNd GaS HiT $5" it's been my job to talk gas prices at GasBuddy then and is now, no matter political stances