Tim Dallinger @DallingerTim
Professional Engineer. Fluid Dynamics. Strength and Conditioning. BBQ. Woodworking. https://t.co/DGzOn6PuzN Lakewood, CO Joined November 2018-
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Implied consumer demand fell on a weekly basis but this figure remains volatile. Moving averages are more valuable. Graphs and commentary after market close on Substack.
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Slight increase in US production as the EIA updates their short-term energy outlook model. US crude exports increAsed but still remain lower than the previous surge. Crude imports fell back to average levels. Refining activity remains near record volumes.
EIA WPSR Summary for week ending 8-14-26 Summary Crude: +4.4 MMB SPR: -5.3 MMB Cushing: -1.3 MMB Gasoline: +0.7 MMB Distillate: -1.5 MMB Jet: +1.1 MMB Ethanol: +0.3 MMB Propane: +2.0 MMB Other Oil: +3.9 MMB Total: +8.8 MMB
Congratulations, all long-term $CVE holders! Highest stock price since 2014! #OOTT
Tim Dallinger retweeted
MacroEdge Radio #79 - Energy Discussion Intracacies with Tim Dallinger #MacroEdge x.com/i/spaces/1yJAP…
Combine that the lowest weekly crude export figure of 2026 and US crude inventories build significantly.
The crude import figure was extremely anomalous last week. This is the highest reported weekly crude oil imports since November, 2024.
EIA WPSR Summary for week ending 8-7-26 Summary Crude: +17.4 MMB SPR: -6.1 MMB Cushing: +1.6 MMB Gasoline: -1.0 MMB Distillate: -0.1 MMB Jet: -1.7 MMB Ethanol: +0.3 MMB Propane: +1.9 MMB Other Oil: -2.5 MMB Total: +15.7 MMB #OOTT
Tim Dallinger retweeted
WTI settled at USD 82.13/bbl #OOTT
Tim Dallinger retweeted
$CVE.TO Nuttall - “Best of Grade, and lowest multiple in North America compared to Peers” 50-60% upside from here at $70 Oil…
The SPR consists of 62 total salt caverns located throughout the Gulf coast. It's a mix of light, sweet and heavy, sour crude by cavern. The US produces almost 14 MMBD of mostly light crude but it refines almost 17 MMBD of a mix. SPR is still needed but the volume could be lower.
@SullyCNBC What is the grade of oil contained in the SPR? Is it the sour grades of Canada, Venezuela, Saudi or the sweet grade from Texas and the shale areas? Libertarians argue we don't need a SPR at all - it's just govt waste. Now that we produce more than we consume is that true?
Weekly free inventory report published now on Substack. timdallinger.substack.com/p/eia-wpsr-sum…
US production is estimated to have increased slightly. Crude imports increased while crude exports remain muted. Refinery runs eased slightly from record levels. Implied consumer demand remains robust. Updated graphs and brief commentary after market close on Substack.
EIA WPSR Summary for week ending 7-31-26 Summary Crude: +2.5 MMB SPR: -2.8 MMB Cushing: +2.4 MMB Gasoline: -1.6 MMB Distillate: -3.5 MMB Jet: +0.1 MMB Ethanol: -0. MMB Propane: +0.8 MMB Other Oil: +4.3 MMB Total: +2.0 MMB #OOTT
@BowTiedLobster There's speculation of withdraw issues. However, this hasn't been proven. Many of the SPR barrels were initially exported as global supply was short heavy barrels. The US continues to export the light, sweet barrels it cannot refine but heavy barrels are being bid domestically.
EIA WPSR Summary for week ending 7-24-26 Summary Crude: M-7.2 MB SPR: -3.8 MMB Cushing: -0.8 MMB Gasoline: 0.0 MMB Distillate: +1.1 MMB Jet: +0.2 MMB Ethanol: +0.2 MMB Propane: +2.5 MMB Other Oil: +0.0 MMB Total: -3.7 MMB #OOTT
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