Giovanni Staunovo
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staunovo.bsky.social
Giovanni Staunovo
@staunovo.bsky.social
Commodity Analyst.
Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
Daily traffic at European airports according to Eurocontrol 7-day average is at -0.2% versus 2019 levels (red line); previous week -0.1%
November 30, 2025 at 7:04 AM
Global flight stats airportia.com/flights-moni...
November 30, 2025 at 7:03 AM
November 30, 2025 at 7:02 AM
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
November 28, 2025 at 7:32 PM
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
US natural gas exports in billion cubic feet per day - EIA
November 28, 2025 at 3:30 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
November 28, 2025 at 3:26 PM
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
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
November 28, 2025 at 7:31 AM
Aggregated open interest in Brent and WTI in million contracts
November 28, 2025 at 7:28 AM
Drilling activity in the US (Baker Hughes/Primary Vision)
November 28, 2025 at 7:28 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
November 26, 2025 at 6:58 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
November 23, 2025 at 8:04 AM
November 23, 2025 at 8:03 AM
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
Oil rigs in the Permian shale basin - Baker Hughes
November 21, 2025 at 6:49 PM
US air travel (TSA total traveler throughput in million passengers - 7 day average) 7-day average 1.5% above 2019 level #OOTT
November 21, 2025 at 2:00 PM
Brent futures curve in USD/bbl (today, one week ago and one month ago)
November 21, 2025 at 6:52 AM
Aggregated open interest in Brent and WTI in million contracts
November 21, 2025 at 6:49 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
November 21, 2025 at 6:48 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
November 21, 2025 at 6:44 AM
Swiss gold exports and imports to/from US in metric tons - FOCBS
November 20, 2025 at 7:49 AM
Swiss gold exports in metric tons by destination - FOCBS
November 20, 2025 at 7:40 AM
#China: crude imports from #Malaysia in mbpd according to customs office data (Note: Malaysia crude production is ~0.5mbpd)
November 20, 2025 at 6:53 AM