Wednesday, March 18, 2026

US Petroleum Reserves -- Forecast: A Drop Of 600K -- Actual: An Increase Of 6MM -- March 18, 2026

Locator: 50249WTI.

All that talk about US running out of oil in storage? See this post.

Analysts:

  • forecast: a loss of 600,000 bbls week over week; inconsequential, one-half day of Bakken production;
  • actual: up 6.556 million bbls -- and mainstream media did not even mention it (?) 
  • off by a factor of 10x -- say what? Unless I'm missing something. 
  • what would happen if Trump banned US oil exports for 60 days instead of waiving the Jones Act for 60 days? 

Link here