Where are the builds?
The challenging deficits are not due until the second half of this decade, and people are clearly in too much of a hurry — but still, with this weak economy, the tightest monetary policy for decades, transpiring in to weaker demand — the inventories are still not building.
US Oil inventories will be regularly monitored, and posted in the Corporalis Commodis Discord chat.
This is not financial advice, and you should always do your own diligence.
Errors may occur.
Content; 27m
Recorded prior week of the publishing of this letter.
US Oil inventories long and short time-frame.
The 40 year inventory trend is broken.
Covering the trend developments, both long and short term.
40 years of hard work vaporized.
The faults of 3-9 months sentiment & media.
Why the commodity recession is so misunderstood.
The price floor across the board has been lifted.
Stagflation.
Cost floor US shale — Inventories
What happened to the inventories beginning H2 2020?
US exports more, builds less inventories — a new trend in the making.
The massive overload of information in the 2020s, it is imperative to be able to decipher information & analyze the data correctly.
Short term movements are driven by noise.
A touch on human behavior and how people think & act.
Narrative influence.
Iran & Israel war or no Iran & Israel war will not change this structure.
The biggest driver is the monetary system.
Best Regards
Corporalis Commodis
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