Observable crude flow is -77.3% versus its 13-week median.
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Source post
Observable crude flow is -77.3% versus its 13-week median. 4-week average: -33.0% Weighted activity: 1.4 tankers What this means: This is an internal signal first. If it persists, it is the kind of setup that can feed later price or freight repricing.
Follow-up context
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Paths: Up if the next few sessions confirm this as a sustained flow change. Flat if the signal holds but only around the margin without broadening into a bigger regime shift....
More notes in the system
Suez / Red Sea friction is +64.2% versus its recent baseline.
Suez / Red Sea friction is +64.2% versus its recent baseline. 7-day average: +6.1% Median underway speed: 5.0 kn Try the beta workflow ->
Brent -2.2% so far today.
Brent -2.2% so far today to $83.45. Same-session ETFs: USO -1.3% | BNO -1.8% Same-session equities: XLE -1.9% | XOP -1.8% In plain terms: Futures moved first; now flows, inventories, and oil beta need to confirm it. Know if the move is real ->
Brent +3.1% so far today.
Brent +3.1% so far today to $85.68. Same-session ETFs: USO +8.4% | BNO +9.2% Same-session equities: XLE +3.0% | XOP +4.2% In plain terms: Futures moved first; now flows, inventories, and oil beta need to confirm it. Know if the move is real ->
