Wednesday EIA Check
Know if the inventory move is real ->
Source post
Commercial US crude stocks are at 806.8 MMbbl (-12.4 w/w). SPR sits at 365.1 MMbbl, putting total crude stocks at 1171.9 MMbbl. Commercial: 806.8 MMbbl (-12.4 w/w) SPR: 365.1 MMbbl (-9.1 w/w)
Follow-up context
Know if the inventory move is real ->
Wednesday EIA check: commercial stocks are the cleaner prompt-balance signal, while SPR and total crude stocks give reserve and balance-sheet context.
More notes in the system
Wednesday EIA Check
Commercial US crude stocks are at 734.0 MMbbl (-9.3 w/w). SPR sits at 325.7 MMbbl, putting total crude stocks at 1059.7 MMbbl. Commercial: 734.0 MMbbl (-9.3 w/w) SPR: 325.7 MMbbl (-5.5 w/w) Know if the inventory move is real ->
Monday Setup
WTI M1-M2 is sitting at 0.28$/bbl with a +0.13 move over the last five sessions. WTI M1-M2: 0.28$/bbl 5-session move: +0.13 In plain terms: Prompt structure is positive but not extreme, so the balance read is constructive without screaming shortage. See signals before the move ->
Friday Wrap
CL1 $71.64 +4.9% | Brent $76.72 +7.2% across the main crude-linked proxies. USO +4.8% | BNO +4.1% XLE +3.0% | XOP +3.1% See signals before the move ->
