Japan stopped publishing the oil data.
Fujairah is near tank bottom.
European oil inventories are collapsing.
US is the only visible one left with cushion. The US is 20% of global oil inventories.
When the market sees how fast visible onshore inventories decline, the inflection point will come.
引用
HFI Research
@HFI_Research
(Public) Memo - I Can't Believe We Are Doing This
The most VISIBLE oil inventories are about to plummet.
Below is our preliminary crude storage estimate for next week's EIA oil storage report.
hfir.com/p/public-memo-
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