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- Indexed issues, last 90 days
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- Sep 10, 2026
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- Jul 9, 2026
Latest issues
EIA Extends Middle East Disruptions Through 2Q27, Raises Oil Price Outlook (opens the original)
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In its September Short-Term Energy Outlook, the EIA revised its crude oil outlook to reflect the prolonged and escalating conflict in the Middle East. The agency now assumes most Middle Eastern production and trade flows will return to pre-conflict levels during 2Q27. The outlook was released September 9 using forecasts completed September 3.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!74NB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubst
Gas Power Demand Underperforms (opens the original)
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Despite robust Lower-48 electricity demand from load growth and average to hotter-than-average temperatures, power sector consumption of natural gas has been relatively weak this summer. Substantial amounts of gas demand have been lost to renewables, and while low prices may encourage some coal-to-gas switching, it has not been enough to make up the difference. This has resulted in large storage builds and negatively impacted Henry Hub prices.<a class="image-link image2 is-viewable-img" href="ht
Weekly Oil Statistics (opens the original)
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The EIA reported a crude oil inventory build of 17,423 MBbls, against a Bloomberg survey looking for a build of 2,034 MBbls, a miss of 15,389 MBbls and the single most bearish line in this report. Commercial crude inventories stand at 424.4 MMBbls, 1.9 MMBbls below last year and 9.1 MMBbls below the five-year average of 433.5 MMBbls, so the level is still a touch tight even after a build this size. The build came from the trade side rather than from weak refining: crude imports jumped 1,140 MBbl
EIA Pushes Middle East Recovery to 2027, Lifts WTI Outlook Above $80 (opens the original)
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The EIA’s latest outlook points to a more prolonged disruption to Middle East oil markets, with the agency now pushing its expected return to pre-conflict production and trade patterns into early 2027. The shift, which comes a full quarter later than assumed in July, drives revisions across much of the agency’s latest forecast. The EIA released its August Short-Term Energy Outlook on August 11, based on forecasts completed August 6.<a class="image-link image2 is-viewable-img" href="https://subst
Weekly Oil Statistics Takeaway (opens the original)
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The EIA reported a crude build of 2,479 MBbls for the week, against a Bloomberg survey looking for a draw of 1,488 MBbls, a miss of 3,967 MBbls. Commercial crude inventories stand at 407.0 MMBbls, 17.1 MMBbls below last year and 25.9 MMBbls below the five-year average, so the stock cushion is still thin even after this week’s build.Storage Change vs. Analyst Estimates<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!gXU4!,f_auto,q_auto:good,fl_progressive
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