Energy · oil

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Each note freezes WTI and weekly petroleum stocks for a macro investor read — not a personal book.

1 dated note · latest Fri 6 Nov 2026

November 2026

Fri 6 Nov 2026
Balanced

Crude benchmarks and U.S. petroleum stocks set the lens

Macro notebook snapshot: WTI and Brent spot with weekly EIA petroleum stocks. Not a portfolio. Confirm with the next EIA print; falsify if price and stocks diverge for two prints.

Benchmark price 5.0

Inventory pressure 5.0

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