Kardamow

9 datasets · primary sources only

Energy fundamentals, counted.

Prices, stocks, storage, cargo movements, positioning and sanctions, assembled from primary sources and published as figures you can interrogate. Every number is computed before the page is served, so what you read is what was measured — never an estimate made in your browser.

The working evidence behind Kardamow — independent research on energy, macro and geopolitics.

This week’s balancesPositioning
WTI crude
95.62USD/bbl
+2.59
9 Sept 2026
Brent crude
100.56USD/bbl
+2.64
9 Sept 2026
Henry Hub
2.85USD/MMBtu
−0.07
9 Sept 2026
EU gas storage
67.1%
+0.2−19.4% vs median
7 Sept 2026
US crude stocks
424,460MBBL
−4,450+0.9% vs median
28 Aug 2026
US rig count
588rigs
0
4 Sept 2026

Brent and WTI, front-month close

As of 9 Sept 2026

The screens

Balances

424,460 MBBL
+9,099 1y

The weekly US petroleum picture: the at-a-glance table, and crude, gasoline and distillate stocks against their seasonal ranges.

Oil math

98.0 %
+4.7 1y

The weekly US crude balance and where it fails to close, days of cover, refinery utilisation against runs, and the 3-2-1 margin.

Prices

100.56 USD/bbl
+33.07 1y

Front-month closes for crude, products and gas, each against its 50, 100 and 200-session moving averages and its own seasonal range.

Gas

67.1 %
−12.7 1y

European storage against its seasonal band, fullness by country, injection and withdrawal, and LNG send-out against terminal inventory.

Supply

588 rigs
+49 1y

Drilling activity, US monthly production and crude acquisition cost, the OPEC balance and JODI closing stocks.

Flows

EIA inter-PADD crude movements by pipeline, rail and tanker — including the Midwest-to-Gulf reversal that shale built.

Curves

The Brent forward curve and WTI calendar spreads. Both read stale by design — their sources have genuinely stopped.

Positioning

1,921,085 contracts
−41,535 1y

CFTC Commitments of Traders: managed money long and short against open interest, and net length as a share of it.

Vessels

Live AIS positions in the chokepoints and anchorages, coloured by reported class. A terrestrial network, so empty ocean means no receiver.

Events

Tagged news, OFAC listings and self-hosted social sentiment, with the coverage each source actually provides.

Sanctions

19,365 listed entries · 2,094 carry a vessel IMO

The OFAC SDN list and the ships on it — a register of listed vessels by IMO, flag and owner, never a position.

What was last published

“Data as of” is the date the figures describe, not the time the job ran. A source that has stopped updating keeps its old as-of however recently it was refreshed — which is exactly why both are recorded.

TableData as ofPublishedNote
curve_settles4 Sept 20269 Sept 2026Contract-coded futures settles (LCO); expiry and open interest not carried by the source
events9 Sept 20269 Sept 2026Tagged events: GDELT and Guardian news, OFAC listings, and self-hosted social sentiment (Reddit, StockTwits, Polymarket)
flows9 Sept 20269 Sept 2026Directional flows: EIA inter-PADD crude movements (monthly) and RTO grid interchange (hourly), ENTSOG EU gas (daily)
sanctions9 Sept 20269 Sept 2026OFAC Specially Designated Nationals list, currently-listed entries
seasonal28 Aug 20269 Sept 2026EIA WPSR seasonal bands, 7-year window, 2020 excluded
series_long1 Sept 20269 Sept 2026CFTC Commitments of Traders, disaggregated futures-only: managed money and producer/merchant long and short, and open interest, for WTI, Brent, RBOB and heating oil
spreads5 Apr 20249 Sept 2026Calendar spreads from the rank-based settle panel (CL, HO, HU, RB), front minus back; ranks 1-4 only, so M1-M12 is not computable
vessel_latest9 Sept 20269 Sept 2026aisstream.io terrestrial AIS, latest position per vessel. Coverage is good at coasts and chokepoints and patchy in open ocean; ship class is as reported by the vessel, not verified
wpsr_lines28 Aug 20269 Sept 2026EIA WPSR at-a-glance: level, week-on-week, year-on-year, vs seasonal median