February 2025

  1. Strait of Hormuz update from the Iranian side. (Take with a grain of salt) The regime has announced a 5-7%…

  2. Dennis Thanks. I think that the Permian forecast is related to those 15 rigs that were added to Eddy county…

  3. Thanks Ovi, Great report. Note that the STEO forecast released on July 7, 2026 completed the forecast on July 1,…

  4. US SPR down to 304809 kb the lowest level since week ending Feb 18, 1983, see https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCSSTUS1&f=W I have read…