Locator: 46575B.
So many "unexpected" data points today.
Blue skies are here again, a musical interlude.
On the desktop today:
- oil surplus, 2023, unexpected;
- oil demand;
- France gets it;
- Europe's solar crisis;
- jobless claims; what a great country.
- money to be made; lots. Amazing. I've never seen a chart like this.
- PLUG; posted below.
- EVs;
- Birkenstock;
- TSM;
- chipmakers;
- electricity;
- monthly retail sales; most amazing chart.
- my favorite chart;
- China's energy problem;
- most irritating commercial right now: Peyton Manning's Bud Lite, buying for the bar.
EIA petroleum report, link here: not reachable after embargo. Now being told that report has been delayed for 30 minutes.
- US crude oil in storage: decreased by 2.5 million bbls; now at 3% below five-year average;
- US crude oil imports: 6.6% more, y/y;
- refiners: 92.6%;
- distillate fuel: increased, and now only 3% below the five-year average;
- jet fuel supplied: up an astounding 6.2%, y/y -- and this is the slow season for flying; only ones flying at this time -- business travelers.
Days supply, US, crude oil: 25.9 days. Link here.
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PLUG
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