Commodity Curator

Distilling the most relevant crude oil developments, headlines, and market-moving signals from across news, data, and social channels into the Oil Sunday Brief

[Commodity Curator @commoditycurate]

🇸🇦 - Limited evidence below that the Khurais related processing smoke on October 5 was anything other than flaring. Suggests East-West remains in operation and Yanbu loadings should remain at pace.

#oott

[Commodity Curator @commoditycurate]

🇸🇦 - Five VLCC's loading across Yanbu related facilities on October 4.

We should see this week what the status of the pipeline is following AFP reports this morning but everything seems to suggest its fine.

Essentially seeing that Saudi intends to push high volumes out of both the Persian Gulf and Red Sea. We also saw the suprise OSP cut for Asia this morning.

#oott

[Commodity Curator @commoditycurate]

🇮🇶 - Iraqi loadings in the Persian Gulf remain firm, five VLCC's loading on October 5

#oott

[Commodity Curator @commoditycurate]

🇸🇦 - Saudi Persian Gulf loadings pick up again on October 5.

Five VLCC's seen loading despite significant uptick in Strait of Hormuz strikes.

#oott

[Commodity Curator @commoditycurate]

@gbrew24 Not sure its legit, looks like flaring:

[Commodity Curator @commoditycurate]

@tom_bike Agree, think its flaring. Not buying the AFP reports

[Commodity Curator @commoditycurate]

@Rory_Johnston Any take on this?

[Commodity Curator @commoditycurate]

@HFI_Research Both Bloomberg and Reuters sources denying it

[Commodity Curator @commoditycurate]

@avionsunantiqu1 Plenty smoking away in the Oman lane in recent days

[Commodity Curator @commoditycurate]

🇸🇦 - Saudi Persian Gulf loadings seen a little slower in recent imagery on October 3 - possibly signalling the pickup in East-West flows is preferable to running the Strait of Homruz guantlet, particulalry againist increased strikes.

#oott

[Commodity Curator @commoditycurate]

🇾🇪 - Fears here around escalations picking up at the Bab el-Mandeb Strait. Saudi and Yemn pushing a counter offensive to take back Houthi territory this weekend.

#oott

[UKMTO Operations Centre @UK_MTO]

UKMTO WARNING 151-26

Click here to view the full product.
https://t.co/MonDRJHmN4

#MaritimeSecurity #MarSec

[Commodity Curator @commoditycurate]

🛢️Weekend oil market news:
#oott @staunovo

[Commodity Curator @commoditycurate]

🚢- Tankers still flowing into the Strait of Hormuz on October 4 despite recent uptick in Iranian attacks on shipping.

#oott

[Commodity Curator @commoditycurate]

🇸🇦 - Clear tank fire visible at the Aramco Riyadh refinery on October 3 following Houthi strike

#oott

[Commodity Curator @commoditycurate]

@wobushiyanjighe @Rory_Johnston Not the same vessels......

[Commodity Curator @commoditycurate]

🚢 - More risk pricing back into oil as another tanker is reported struck.

#oott

[UKMTO Operations Centre @UK_MTO]

UKMTO WARNING 148-26

Click here to view the full product⤵️
https://t.co/jDz6uRXtAx

#MaritimeSecurity #MerSec

[Commodity Curator @commoditycurate]

🚢 - October 1 saw some of the busiest action yet in the Strait of Hormuz visible via satellite

#oott

[Commodity Curator @commoditycurate]

🇪🇺 - Confirmation on the G7 crude and stock release to stay on the right side of Trump threats earlier this week.

#oott

[zerohedge @zerohedge]

*MACRON: G7 DECIDED TO RELEASE DIESEL AND CRUDE STOCKS

*MACRON: DIESEL, CRUDE STOCKS TO BE RELEASED OVER 4 MONTHS

[Commodity Curator @commoditycurate]

@Michael13560719 @Rory_Johnston to Ain Sukhna to go via the Sumed pipeline, loaded VLCC's cant get through the Suez

[Commodity Curator @commoditycurate]

🇸🇦 - swift east-west recovery

#oott

[FinancialJuice @financialjuice]

Saudi Arabia has about 4.5m b/d pipeline flow available for export