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The complete terminal-grade view: full price complex, supply data, demand signals, risk monitor, chart pack, investment intelligence and the daily bottom line.
Market prices
Indicative / manually updated values. Every card shows its source, timestamp and licence status — no unlicensed real-time exchange data is displayed.
Brent Crude
WTI Crude
Dubai Crude
UK Natural Gas (NBP)
European Gas (TTF)
Henry Hub Gas
LNG Asia Marker (JKM proxy)
US Dollar Index
Supply data
OPEC / OPEC+ Position
riskVoluntary cuts extended; unwinding schedule under review
OPEC+ ministers maintained current voluntary production cuts and signalled a data-dependent approach to unwinding. Compliance remains the key watch item.
US Crude Inventories
bullish-2.1 mb w/w (sample)
Commercial crude stocks drew against expectations of a small build. Cushing levels remain below the five-year average.
US Rig Count
neutral512 rigs (sample)
Oil-directed rigs broadly flat week on week. Capital discipline continues to cap US supply growth.
Global Spare Capacity
riskModerate — concentrated in Gulf producers
Effective spare capacity is concentrated in a small number of OPEC+ members, keeping the market sensitive to supply disruption.
Refinery Utilisation
neutral93.4% US (sample)
Seasonally strong runs into the driving season. Watch unplanned outages and turnaround schedules.
Tanker / Shipping Risk
riskElevated — Red Sea reroutings persist
A meaningful share of tanker traffic continues to route around the Cape of Good Hope, extending voyage times and supporting freight rates.
Key Export Terminal Notes
neutralNo major outages reported
Major Gulf, US Gulf Coast and North Sea loading programmes operating normally. Weather watch on the US Gulf Coast during hurricane season.
Demand signals
China Demand
neutralStabilising — refinery runs recovering
Crude imports and refinery throughput show tentative recovery. Petrochemical feedstock demand remains the bright spot.
India Demand
bullishStrong — structural growth intact
Diesel and gasoline consumption continue to grow year on year. India remains the largest single source of incremental global oil demand.
US Demand
neutralSeasonal — gasoline demand near 5-yr average
Implied gasoline demand tracking the five-year average through the summer driving season.
Aviation Fuel Signal
bullishPositive — global RPKs above 2019 levels
Jet fuel demand continues its multi-year recovery, led by Asia-Pacific international capacity.
Diesel Demand Signal
bearishSoft — industrial activity mixed
Middle distillate demand remains the weak link in the barrel, tracking soft manufacturing PMIs in Europe.
Refinery Margin Signal
neutralMid-cycle — gasoline cracks firm, diesel soft
Composite refining margins around mid-cycle levels. Gasoline strength offsetting distillate weakness.
Risk monitor
Geopolitical Risk
riskElevated
Middle East tensions, Russia sanctions enforcement and shipping-lane security remain the principal supply-side risk premia in crude pricing.
OPEC Alert
riskWatch — next ministerial meeting
Market positioning ahead of the next OPEC+ meeting is the key near-term event risk for crude prices.
LNG Signal
neutralBalanced — new supply vs Asian demand
New liquefaction capacity ramping while Asian spot demand stays price-sensitive. European storage refill pace is the swing factor.
Chart pack
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Source: Sample series shaped on public EIA/IEA ranges (indicative) · Updated: 2026-07-03 · manual
Investment intelligence
Full watchlist →Monitored names by segment — watchlist, not recommendations.
| Segment | Name | Ticker | Theme | Catalyst | Updated |
|---|---|---|---|---|---|
| Upstream Oil Producers | Global Upstream Major (Sample A) | SMPL-A | Capital discipline and shareholder returns through the cycle. | Quarterly results; buyback pace update. | 2026-07-01 |
| High-Dividend Oil Equities | High-Dividend Integrated (Sample J) | SMPL-J | Income with inflation-hedged commodity exposure. | Dividend/buyback announcements; portfolio high-grading. | 2026-06-30 |
| LNG | Global LNG Operator (Sample C) | SMPL-C | Contracted liquefaction capacity with expansion optionality. | FID on expansion trains; new SPA announcements. | 2026-06-28 |
| Tanker / Shipping | Crude Tanker Owner (Sample G) | SMPL-G | Ageing global fleet, low orderbook, and longer voyage distances from rerouting. | Seasonal rate strength; fleet renewal announcements. | 2026-06-20 |
| Oilfield Services | Oilfield Services Leader (Sample E) | SMPL-E | International and offshore capex upcycle; digital/production services mix shift. | International tender awards; margin guidance. | 2026-06-25 |
| Refiners | Independent Refiner (Sample H) | SMPL-H | Structural refining capacity tightness in the Atlantic Basin. | Turnaround season completion; margin capture data. | 2026-06-22 |
| North Sea / UKCS | North Sea Independent (Sample I) | SMPL-I | Deep value on UKCS assets if fiscal regime stabilises; consolidation candidate. | UK fiscal policy clarity; reserves updates; M&A. | 2026-07-01 |
| Exploration Upside | Frontier Explorer (Sample K) | SMPL-K | High-impact wells with multi-bagger potential and near-total downside on failure. | Spud dates and well results. | 2026-06-15 |
Daily bottom line
Daily Bottom Line
- What moved today
- Crude extended its grind higher over the past fortnight; Brent holding the upper-$78/low-$79 area after another modest US stock draw.
- Why it moved
- A larger-than-expected stock draw, resilient summer demand indicators and persistent shipping disruption offset macro caution.
- What matters next
- OPEC+ signalling on the pace of unwinding voluntary cuts, plus weekly EIA inventory data.
- Biggest risk
- A faster-than-expected return of OPEC+ barrels into a soft diesel demand environment.
- Biggest opportunity
- Quality upstream producers with low break-evens remain attractively valued relative to strip prices (watchlist, not a recommendation).
- Watch tomorrow
- Weekly EIA inventories (Wed), OPEC MOMR follow-through, and Atlantic hurricane tracking.
Trader Toolkit · Module 1