Daily Brief: Apr 03, 2026

Tweets: 2

Authors: @alialsalim, @max_gagliardi

Places: Europe · US

Facilities: crude · tank · tanker

Tweets

@max_gagliardi — Fri Apr 03 00:45:33 +0000 2026

Tweet · ❤️ 928 · 🔁 63 · 💬 15

Two 9 sigma market events

@alialsalim — Fri Apr 03 07:10:47 +0000 2026

Tweet · ❤️ 1857 · 🔁 600 · 💬 40

Red line = OECD Europe + Americas Commercial Crude (right axis, 0.95B barrels): This tracks commercial crude inventories held by Western buyers. Despite the tanker collapse, this line has barely moved — when it finally does, the physical shock will have arrived.

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