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

Download report

Please fill in your contact details to access the full insight.

Recent Posts

September 9, 2026
The “historic” Venezuela–US oil deal has generated eye-catching numbers but does little to change our cautious production outlook.
August 24, 2026
From narrative to data-led: how Energy Aspects built an agnostic algorithmic nowcast to sense-check its demand forecasts every week.
Low stocks and China's return put a floor under crude
August 13, 2026
Our Kayrros inventory data show global crude stocks far below pre-conflict levels, with SPR releases slowing and Chinese buying recovering.
Show More