Market Outlook: Basin your bets

May 28, 2025

Released last week for Energy Aspects subscribers, our latest Crude Oil analysis examines the complex dynamics affecting Cushing balances and US crude exports through summer 2025.


What you'll discover in this analysis:

  • How weak USGC export demand and Midcon light crude strength could alleviate June-August Cushing tightness.
  • Why high Murban availability from OPEC8+ production unwinding is limiting Asian WTI demand.
  • The critical role of Basin pipeline as a swing factor for Cushing balances.
  • How Cushing's ability to secure marginal Midland barrels could cap WTI timespreads upside.
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