Giovanni Staunovo
@staunovo.bsky.social
Commodity Analyst.
Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
US oil demand was at 20.891mbpd in September, a new record high for the month, up by 535kbpd or 2.6% y/y
August was revised up from 20.884mbpd to 21.195mbpd
EIA
August was revised up from 20.884mbpd to 21.195mbpd
EIA
November 28, 2025 at 7:32 PM
US oil demand was at 20.891mbpd in September, a new record high for the month, up by 535kbpd or 2.6% y/y
August was revised up from 20.884mbpd to 21.195mbpd
EIA
August was revised up from 20.884mbpd to 21.195mbpd
EIA
Crude: Net-positioning of non-commercial accounts (=managed money and other reportables) in Brent futures and options #OOTT latest value is November 25
November 28, 2025 at 7:23 PM
Crude: Net-positioning of non-commercial accounts (=managed money and other reportables) in Brent futures and options #OOTT latest value is November 25
US natural gas exports in billion cubic feet per day - EIA
November 28, 2025 at 3:30 PM
US natural gas exports in billion cubic feet per day - EIA
Preliminary US dry natural gas production in September 2025 was 108.2 billion cubic feet per day (Bcf/d). Production was 6.3% (6.4 Bcf/d) higher in September 2025 than in September 2024
EIA
EIA
November 28, 2025 at 3:26 PM
Preliminary US dry natural gas production in September 2025 was 108.2 billion cubic feet per day (Bcf/d). Production was 6.3% (6.4 Bcf/d) higher in September 2025 than in September 2024
EIA
EIA
US air travel (TSA total traveler throughput in million passengers - 7 day average) 7-day average 13.3% above 2019 level
November 28, 2025 at 2:48 PM
US air travel (TSA total traveler throughput in million passengers - 7 day average) 7-day average 13.3% above 2019 level
Later today, EIA will publish supply and demand data for the month of September. US crude production in August was at 13.794mbpd, EIA's forecast for September is 13.785mbpd. US oil demand in September 25 is projected at 20.469mbpd, it was at 20.356mbpd in September 24
November 28, 2025 at 9:26 AM
Later today, EIA will publish supply and demand data for the month of September. US crude production in August was at 13.794mbpd, EIA's forecast for September is 13.785mbpd. US oil demand in September 25 is projected at 20.469mbpd, it was at 20.356mbpd in September 24
EU natural gas inventories in % of full - EU at 77.21%
Germany at 68.44%, Italy at 89.41%, France at 85.44%, Netherlands at 66.82%, Austria at 78.82%, Spain at 83.60% agsi.gie.eu
Germany at 68.44%, Italy at 89.41%, France at 85.44%, Netherlands at 66.82%, Austria at 78.82%, Spain at 83.60% agsi.gie.eu
November 28, 2025 at 7:31 AM
EU natural gas inventories in % of full - EU at 77.21%
Germany at 68.44%, Italy at 89.41%, France at 85.44%, Netherlands at 66.82%, Austria at 78.82%, Spain at 83.60% agsi.gie.eu
Germany at 68.44%, Italy at 89.41%, France at 85.44%, Netherlands at 66.82%, Austria at 78.82%, Spain at 83.60% agsi.gie.eu
Aggregated open interest in Brent and WTI in million contracts
November 28, 2025 at 7:28 AM
Aggregated open interest in Brent and WTI in million contracts
Drilling activity in the US (Baker Hughes/Primary Vision)
November 28, 2025 at 7:28 AM
Drilling activity in the US (Baker Hughes/Primary Vision)
Chart on crude net-positioning of non-commercial accounts (=managed money and other reportables) in Brent and WTI futures and options combined (ICE, CFTC) #OOTT latest value is October 14
November 26, 2025 at 6:58 AM
Chart on crude net-positioning of non-commercial accounts (=managed money and other reportables) in Brent and WTI futures and options combined (ICE, CFTC) #OOTT latest value is October 14
Daily traffic at European airports according to Eurocontrol 7-day average is at -0.1% versus 2019 levels (red line); previous week +0.9% #oott
November 23, 2025 at 8:04 AM
Daily traffic at European airports according to Eurocontrol 7-day average is at -0.1% versus 2019 levels (red line); previous week +0.9% #oott
Global flight stats #OOTT airportia.com/flights-moni...
November 23, 2025 at 8:03 AM
Global flight stats #OOTT airportia.com/flights-moni...
November 23, 2025 at 8:02 AM
Crude: Net-positioning of non-commercial accounts (=managed money and other reportables) in Brent futures and options latest value is November 18
November 21, 2025 at 6:56 PM
Crude: Net-positioning of non-commercial accounts (=managed money and other reportables) in Brent futures and options latest value is November 18
Oil rigs in the Permian shale basin - Baker Hughes
November 21, 2025 at 6:49 PM
Oil rigs in the Permian shale basin - Baker Hughes
Money managers increased their net-length in Brent crude oil futures and options by 13,497 to 178,364 in the week ending November 18
Long-only positions rose by 15,509
Short-only positions rose by 2,012
other reportables net-length fell by 471
ICE
Long-only positions rose by 15,509
Short-only positions rose by 2,012
other reportables net-length fell by 471
ICE
November 21, 2025 at 6:42 PM
Money managers increased their net-length in Brent crude oil futures and options by 13,497 to 178,364 in the week ending November 18
Long-only positions rose by 15,509
Short-only positions rose by 2,012
other reportables net-length fell by 471
ICE
Long-only positions rose by 15,509
Short-only positions rose by 2,012
other reportables net-length fell by 471
ICE
Brent futures curve in USD/bbl (today, one week ago and one month ago)
November 21, 2025 at 6:52 AM
Brent futures curve in USD/bbl (today, one week ago and one month ago)
Aggregated open interest in Brent and WTI in million contracts
November 21, 2025 at 6:49 AM
Aggregated open interest in Brent and WTI in million contracts
EU natural gas inventories in % of full - EU at 80.71%
Germany at 73.16%, Italy at 91.16%, France at 91.58%, Netherlands at 70.58%, Austria at 82.11%, Spain at 83.88% agsi.gie.eu
Germany at 73.16%, Italy at 91.16%, France at 91.58%, Netherlands at 70.58%, Austria at 82.11%, Spain at 83.88% agsi.gie.eu
November 21, 2025 at 6:48 AM
EU natural gas inventories in % of full - EU at 80.71%
Germany at 73.16%, Italy at 91.16%, France at 91.58%, Netherlands at 70.58%, Austria at 82.11%, Spain at 83.88% agsi.gie.eu
Germany at 73.16%, Italy at 91.16%, France at 91.58%, Netherlands at 70.58%, Austria at 82.11%, Spain at 83.88% agsi.gie.eu
#NorthDakota: September oil production was at 1.166mbpd, down by 5kbpd or 0.4% m/m, down 37kbpd or 3.1% y/y Pipeline authority
November 21, 2025 at 6:44 AM
#NorthDakota: September oil production was at 1.166mbpd, down by 5kbpd or 0.4% m/m, down 37kbpd or 3.1% y/y Pipeline authority
#Singapore: oil product inventories rose by 1.143mb w/w to 48.901mb
November 20, 2025 at 8:21 AM
#Singapore: oil product inventories rose by 1.143mb w/w to 48.901mb
Swiss gold exports and imports to/from US in metric tons - FOCBS
November 20, 2025 at 7:49 AM
Swiss gold exports and imports to/from US in metric tons - FOCBS
Swiss gold exports in metric tons by destination - FOCBS
November 20, 2025 at 7:40 AM
Swiss gold exports in metric tons by destination - FOCBS