The Tape Update, September 23 to 24, 2026

The Treasury sold $70 billion of five-year notes at 5.033 percent. Governor Michael Barr said further increases are likely. He did not name the meeting or the size.

• South Africa raised its repo rate to 7.25 percent

• Bitcoin funds took in $714.7 million on September 22, after $999 million the day before

• Scott Bessent said the China truce runs to January 10

• Circle disclosed a $100 million Binance stake

• The New York Stock Exchange signed a memorandum with Blockchain.com. The system is not live

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

he Node Update — 22 to 23 September 2026

The American Automobile Association listed national diesel at $6.5276 on Tuesday. The Energy Information Administration’s weekly on-highway series, the truck surcharge rate, rose to $6.529 for the week of 21 September. November Brent settled near $99.25, the first close under $100 since 8 September.

• Saudi Arabia restarted the East–West pipeline at a reduced rate; full restoration still six to eight weeks

• President Trump backed a diesel-export halt; Treasury is reviewing; no order posted

• API crude +1.786 million barrels; the official table is 10:30 Eastern Wednesday

• Araqchi spoke of seven days; UKMTO 141-26 and LR Stephanie are separate notices

• Victoria told new data centers to bring their own power; New Era signed 207 MW near Odessa

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — Sept. 22, 2026

The American Automobile Association listed national diesel at $6.5107 a gallon, the highest figure on its table. Brent settled at $100.34 after four down sessions. Moscow halted both units at the city plant.

• Saudi Arabia loaded about 14 million barrels on seven ships at Ras Tanura

• Weekend Hormuz counts: 17 vs 37, or 14 vs 36

• Abbott told TCEQ to issue no data-center permits until the grid audit files

• Qatar kept the first new liquefaction train on the first half of 2027

• PJM’s monitor put data-center load at 40 percent of the last capacity auction

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — September 18–21, 2026

The association listed national diesel at $6.5050 on Sunday. Friday crude settled lower. The military count and the tracker count still do not describe the same ships.

• AAA Sunday $6.5050; weekly surcharge still $6.285 week of Sept. 14

• Brent $103.87, WTI $100.30 Friday

• Cooper’s six-month Hormuz high; Reuters four ships Thursday, three Wednesday

• Aramco about 60 million barrels via Sohar; European refiners get no October crude

• French diesel €2.41; Macron calls a Group of Seven on product stocks

• PJM emergency order ended Friday; Virginia bars by-right data centers above 25 MW

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — 18 September 2026

The American Automobile Association dated national diesel at $6.3956 a gallon on Thursday and listed that as the highest figure on its daily table. The weekly highway average trucks use for surcharges is still $6.285 for the week of 14 Sep.

• Working gas +44 Bcf to 3,298 Bcf, week ended 11 Sep

• Brent $104.82, West Texas $101.91

• Hormuz Wednesday: 3 counted ships; IRGC claim on Trend vs UKMTO 137-26

• East–West still shut; days vs weeks

• DOE order 202-26-45 to PJM through 18 Sep

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — 17 September 2026

Washington released the weekly oil table. Commercial crude fell. The Institute still has that same week rising. Distillate rebuilt and stayed short of the five-year path.

• Association diesel listed another daily high

• Brent settled lower after Tuesday’s jump

• Four commodity ships through Hormuz against a usual eighteen

• Saudi barrels offered off Sohar

• House vote on who pays for a hundred-megawatt load

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

Also on Spotify, Apple Podcasts, YouTube, and the other usual podcast apps.

The Node Update — 16 September 2026

The weekly highway diesel average listed $6.285. The Association daily listed $6.2694. Crude followed. The East–West line still has two clocks and no Aramco hour.

• Brent $108.75; West Texas $105.83

• API crude +7.14 million; Cushing −246,000

• Libya force-majeure warning after a closed valve

• TTF €80.06 (about $94); Germany storage near 55.93 percent

• PJM 2030 model 0.59 days; high-load case 13.20

• ERCOT queue: 191.8 GW of large-load requests, not plants running

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — 15 September 2026

The American Automobile Association dated national diesel at $6.2301 and called it the highest recorded average. Sunday’s $6.2040 lasted one day. Oman postponed the Hormuz meeting in Muscat. ICE Brent settled at $105.68. West Texas Intermediate settled at $101.39.

• Seven new fires mapped southeast of Medina. No new fire near Riyadh.

• Yanbu tanks: about five to seven days if the East-West line stays dark.

• French strike took about 6.5 gigawatts overnight. Fenno-Skan 2 is out about a week.

• Dutch gas €82.57. Europe 68.04 percent full. Germany 55.60.

• Samsung and SK Hynix refused a ₩25 trillion prepay. Texas halted new data-center hookups.

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — 11 to 14 September 2026

Saudi Arabia halted the East-West crude line to Yanbu after drones from Iraq. That pipe had been moving oil around a Strait of Hormuz that still is not open. American diesel listed at $6.2040 on 13 September.

Perim Island taken. Ship crossings 15 on Friday from 30 on Thursday.

ICE Brent Friday $104.61. West Texas $100.05. Both still above $100.

IEA writes 2026 demand down 2.5 million barrels a day. OPEC still writes demand up 380,000.

QatarEnergy talks for 2 to 3 million tonnes a year of U.S. LNG through 2031.

EU gas stores 67.78 percent full. Germany 55.39. Gap 12.4 points.

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

The Node Update — 10–11 September 2026

Both crude contracts closed above $100. Distillate stocks rose. The East Coast hole did not close.

• Diesel $5.9773 on the AAA list
• Seven commodity ships through Hormuz on Kpler
• TTF October near €82.05 (about $96)
• Tesla Powerwalls, more than 500 MW, company reading

A calm briefing on the signals that actually matter.Created by @jecrosbieProduced by nyxs.aiAlso on Spotify, Apple Podcasts, YouTube, and the other usual podcast apps.[Spotify URL]