Market Outlook: Basin your bets
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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What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
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