Low stocks, sky-high margins, even higher freight

July 1, 2026

Our latest analysis reveals why margins remain $7/bbl above seasonal norms and why stocks begin meaningful rebuilding mid-27, even as physical replacement of lost volumes extends to H2 28. More crucially, it shows why any fresh supply disruption poses acute upside risk that markets aren't pricing in.


See what real-time inventory tracking reveals about your risk exposure.

Low stocks, sky-high margins, even higher freight

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