Crude Oil Intelligence
Single-screen view for crude oil traders: live futures, EIA fundamentals, spread/crack/tanker dynamics, and floating storage estimated from AIS data at US Gulf, Rotterdam, and Singapore.
Global Oil Flows
Live data at Hormuz · static elsewhereMajor seaborne crude (orange) and LNG (violet) corridors. Chokepoints in red are actively disrupted; amber are watch-list.
Strait of Hormuz
LIVE~20% of global oil
Persian Gulf exit. 24-mile-wide pinch point between Iran and Oman. About one-fifth of global oil and a quarter of LNG transits daily.
Strait of Malacca
~30% of seaborne crude
Persian Gulf → China bottleneck. 1.7-mile wide at narrowest. Singapore bunkering on south flank.
Suez Canal
~12% of seaborne trade
Mediterranean ↔ Red Sea. Houthi attacks have rerouted ~12% of tanker traffic via Cape of Good Hope, adding 10–14 days.
Bab el-Mandeb
Suez approach
Red Sea southern gate. Active Houthi missile/drone attacks. Risk premium baked into Brent.
Bosphorus
~3% of global oil
Russian crude exit from Black Sea. G7 price cap monitoring point. Heavy regulatory scrutiny.
Panama Canal
LNG / LPG corridor
Drought has cut transit slots ~40% since 2024. Major bottleneck for US Gulf → Asia LNG and LPG.
Crude Bull/Bear Score
6 signals · liveSignal breakdown
Composite of 6 signals: spread level, spread trend, futures curve, EIA inventories, geopolitical tension, tanker stocks. Score updates each page load.
Floating Storage
AIS-derived · live energy portsAnchored tankers at major energy hubs. Laden at anchor = classic floating storage (bearish crude). Ballast at anchor = idle capacity (freight-rate signal).
10
Anchored tankers
across 4 ports
1
Laden at anchor
floating storage proxy
16
Crude tankers tracked
vessel class: tanker
0
LNG carriers tracked
vessel class: lng
| Port | Tankers | LNG | Anchored | Laden | Ballast |
|---|---|---|---|---|---|
| Singapore | 7 | 0 | 5 | 0 | 5 |
| Rotterdam | 8 | 0 | 5 | 1 | 4 |
| Houston | 1 | 0 | 0 | 0 | 0 |
| Sabine Pass | 0 | 0 | 0 | 0 | 0 |
Energy Fundamentals
EIA weekly · spreads calculated liveUS Crude Stocks
433,712k
bbls
-8.0M
DRAW
US commercial crude stocks — build = bearish, draw = bullish
Cushing Stocks
22,441k
bbls
-0.6M
DRAW
WTI delivery hub — high stocks suppress futures price
Brent-WTI Spread
$2.61
BZ − CL
Widening = logistics stress or US supply glut. Normal range $1–$5.
3-2-1 Crack Spread
$43.79
Refinery margin / bbl
High = strong product demand, bullish for crude. Low = demand weakness.
Brent–WTI Spread
180d · widening = supply risk premium
Current
$2.61
90d avg
$5.98
90d range
$-3.68 – $16.97
3-2-1 Crack Spread
180d · refinery margin proxy
Current
$43.79/bbl
90d avg
$50.04
90d range
$37.33 – $59.58
Very strong — refiners pulling crude hard
Tanker Equity Index
FRO 40% · DHT 25% · INSW 20% · TNK 15%Composite of the four most-traded crude tanker equities. Surges = market pricing in disruption or rate spike.
Index now
144.46
vs 90d ago
-0.6%
Base 100 = 90 days ago · White line = weighted composite · Colored lines = individual stocks
Crude Signals
last 30 days · 1 signal27d ago
Rotterdam Max Congestion Surge: Bullish Energy & Shipping
Rotterdam is registering a 4.4σ congestion spike at a perfect score of 100/100 with 998 vessels, a historically extreme reading that signals major disruption or demand surge at Europe's primary energy hub. Crude (CL +2.8% 1d), dry bulk (BDRY +18.2% 1d, SBLK +10.4% 1d), and BNO (+16.4% 1d) are already moving sharply, suggesting the physical market is beginning to price this in but freight rate equities may still have room to run given typical 5-10 day lag. Houston congestion also elevated at 2σ above baseline, corroborating a broader energy logistics tightening rather than an isolated Rotterdam event.
Triggered By
Congestion score 100 is 4.4σ above same-hour baseline (avg 42)
Trade Idea
Long SBLK given its explosive 1d and 5d momentum aligned with the BDRY surge; enter on any intraday pullback below $27.50 or on open if congestion holds at 100 in the next poll. Secondary long BOAT ETF for diversified shipping exposure. Target 1-2 week hold as freight rate repricing typically lags port data by 5-10 days.
Affected Assets
SBLK
—
ZIM
—
SEA
—
CL
$93.57
▼ 4.77%
NG
$3.17
▲ 5.49%
BNO
—
BOAT
—
BDRY
—
⚠ A sudden resolution of the congestion event (e.g., weather clearance, administrative bottleneck fix) or a macro risk-off shock driven by geopolitical de-escalation could rapidly unwind the energy and shipping premium built into current prices.
AI-generated signal · Claude Sonnet
Drill deeper
Hormuz transit + sanctions risk · per-port tanker breakdowns
Updates hourly · AIS-derived data · Not financial advice