Kardamow

WTI crude95.62+2.59Brent crude100.56+2.64Henry Hub2.85−0.07EU gas storage67.1+0.2US crude stocks424,460−4,450US rig count5880

Supply

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

United States rig count

As of 4 Sept 2026Weekly · Fri ~noon CT
Baker Hughes, weekly. Rigs lead production by roughly six months, which is why the count is read as a forward indicator rather than a current one.

Canada rig count

As of 4 Sept 2026Weekly · Fri ~noon CT
Baker Hughes, weekly. Canadian activity swings hard with spring break-up, when thawing ground halts rig movement — the annual collapse is seasonal, not a signal.

US dry gas production and LNG exports

As of 9 Sept 2026Monthly · about two months behind the reported month
EIA monthly, since 1997. Separate axes: production runs several times the export volume, and on one scale the export line would sit flat against the floor. Feedgas has no distinct EIA series, so exports are the only published measure of the LNG pull.

Refiner acquisition cost of crude oil

As of 9 Sept 2026Monthly · about two months behind the reported month
EIA monthly, since 1974 — what US refiners actually paid, rather than a marker price. The gap between domestic and imported carries the quality and freight story that a single benchmark hides.

Landed cost of imported crude by API gravity

As of 9 Sept 2026Monthly · about two months behind the reported month
EIA monthly, since 1983. The spread between bands is the light/heavy differential in its rawest published form: heavier barrels land cheaper, and the width of that gap is a refining-margin signal in itself.

US gas delivered to residential and commercial users

As of 9 Sept 2026Monthly · about two months behind the reported month
EIA monthly, since 1973 — the longest continuous run on this site. The seasonal amplitude is heating demand, and its year-on-year change is a cleaner weather signal than temperature itself.

OPEC world oil demand forecast

As of 9 Sept 2026Monthly · around the 11th–14th
OPEC Monthly Oil Market Report, quarterly. Built from fifteen monthly Excel appendices back to March 2025, so the series carries past quarters as well as OPEC's forward view. Six months in that range are not served by OPEC at all and are named in the pipeline's own log rather than interpolated.

OPEC non-DoC liquids supply forecast

As of 9 Sept 2026Monthly · around the 11th–14th
Supply from outside the Declaration of Cooperation — the barrels OPEC+ does not control, and the ones its own balance treats as given. US shale is the swing component within it.

JODI closing stocks

Stale · 1 Jun 2026Monthly · around the 20th