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The Spread: Daily Oil & Gas Briefing
The Spread: Daily Oil & Gas Briefing episodes
- Dubai flips to contango; Diesel stays short to 2027 | 4 Nov
Dubai crude has slipped into contango for the first time since July as Gulf barrels pile up, even as the world stays short of diesel. Brent whipsawed on conflicting US-Iran peace headlines after Washington confirmed a strike on Qeshm Island.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Dubai flips to contango
- Diesel stays short to 2027
- US confirms Qeshm strike as Brent whipsaws
- IEA sees gas tight into 2027
- Aramco profit up despite attacks
- New Jersey warns ports off Russian diesel
- Houthi ground raids into Saudi Arabia reported
- Deals and data
Read the full written brief
Sources
Dubai flips to contango
- OilPrice.com
- OilPrice.com
- OilPrice.com
Diesel stays short to 2027
- OilPrice.com
- EIA
- Splash247
US confirms Qeshm strike as Brent whipsaws
- OilPrice.com
- OilPrice.com
- Rigzone
- OilPrice.com
IEA sees gas tight into 2027
- OilPrice.com
- OilPrice.com
- OilPrice.com
- LNG Industry
Aramco profit up despite attacks
- OilPrice.com
- Rigzone
- OilPrice.com
New Jersey warns ports off Russian diesel
- gCaptain
Houthi ground raids into Saudi Arabia reported
- OilPrice.com
Deals and data
- OilPrice.com
- World Oil
- Rigzone
- OilPrice.com
- World Oil
- World Oil
8 min - Brent sinks 7% on Iran talks; Germany misses gas fill goal | 3 Nov
Crude lost nearly 7% on Monday after Washington and Tehran both signalled room for diplomacy, though tankers were still being hit in the Gulf. In Europe, Germany entered winter well short of its gas storage obligation, with TTF above €100/MWh.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Brent sinks 7% on Iran talks
- Germany misses gas fill goal
- Attacks reach the northern Gulf
- Ukraine resumes refinery strikes
- Deals and start-ups
Read the full written brief
Sources
Brent sinks 7% on Iran talks
- OilPrice.com
- OilPrice.com
- OilPrice.com
- gCaptain
- Rigzone
- OilPrice.com
- World Oil
- OilPrice.com
Germany misses gas fill goal
- OilPrice.com
- OilPrice.com
Attacks reach the northern Gulf
- gCaptain
- Splash247
- OilPrice.com
- OilPrice.com
- gCaptain
Ukraine resumes refinery strikes
- OilPrice.com
Deals and start-ups
- Offshore Energy
- LNG Industry
- World Oil
- Rigzone
- OilPrice.com
- Rigzone
- LNG Industry
Still developing
- OilPrice.com
7 min - Pakistan LNG ship attacked; EU gas tops €101/MWh | 2 Nov
An LNG carrier cleared by Iran was attacked near Hormuz, and limpet mines have hit a tanker for the first time in the war. European gas has topped €101/MWh, Brent ended October near $118, and Russia has kept its diesel export ban in place through January.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Pakistan LNG ship attacked
- EU gas tops €101/MWh
- Brent ends October near $118
- Russian diesel ban runs to January
- OPEC+ leaves December quotas unchanged
- Refining drives Q3 profits; freight costs show
Read the full written brief
Sources
Pakistan LNG ship attacked
- gCaptain
- Splash247
- gCaptain
- gCaptain
- OilPrice.com
EU gas tops €101/MWh
- OilPrice.com
- OilPrice.com
- gCaptain
Brent ends October near $118
- OilPrice.com
- OilPrice.com
- OilPrice.com
- Rigzone
Russian diesel ban runs to January
- gCaptain
- Kpler
OPEC+ leaves December quotas unchanged
- World Oil
Refining drives Q3 profits; freight costs show
- OilPrice.com
- OilPrice.com
- OilPrice.com
- Splash247
7 min - Europe to release 42m bbl; Tanker sinking off Oman after projectile strike | 30 Oct
Europe plans to release 42m bbl of emergency oil stocks over three months, half of it diesel, the most direct relief yet for its record diesel prices. A tanker was left burning and largely submerged off Oman, while a US approach to Tehran pulled Brent back towards $114.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Europe to release 42m bbl
- Tanker sinking off Oman after projectile strike
- Brent slips on Vance outreach
- Record refining margins show up in Q3 profits
- Qatar adds a 20-year US LNG supply
- Russian diesel tanker now tracked to New York for 7 November
- Boxship sunk off Bulgaria
Read the full written brief
Sources
Europe to release 42m bbl
- OilPrice.com
- Rigzone
- OilPrice.com
Tanker sinking off Oman after projectile strike
- Splash247
- OilPrice.com
Brent slips on Vance outreach
- OilPrice.com
- Rigzone
Record refining margins show up in Q3 profits
- OilPrice.com
- OilPrice.com
- Rigzone
- OilPrice.com
- OilPrice.com
Qatar adds a 20-year US LNG supply
- Offshore Energy
- gCaptain
- gCaptain
Russian diesel tanker now tracked to New York for 7 November
- OilPrice.com
Boxship sunk off Bulgaria
- gCaptain
- Splash247
7 min - Qatar LNG halt to year-end; Diesel tanker for NY idles | 29 Oct
Qatar has extended its LNG force majeure to the end of the year, so Europe and Asia head into winter without Qatari term cargoes. The first Russian diesel cargo bound for the US has dropped New York as its destination after lawmakers threatened legal action.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Qatar LNG halt to year-end
- Diesel tanker for NY idles
- US warns ships off needless Hormuz runs
- China pays up for Atlantic crude as Iranian barrels vanish
- Gulf flow reads diverge; UBS lifts Brent
- US crude stocks fall below five-year average
Read the full written brief
Sources
Qatar LNG halt to year-end
- OilPrice.com
- LNG Industry
- OilPrice.com
Diesel tanker for NY idles
- OilPrice.com
- gCaptain
- OilPrice.com
- Splash247
- OilPrice.com
US warns ships off needless Hormuz runs
- gCaptain
- Splash247
- Rigzone
- Rigzone
- OilPrice.com
- OilPrice.com
- OilPrice.com
China pays up for Atlantic crude as Iranian barrels vanish
- Kpler
- OilPrice.com
- OilPrice.com
Gulf flow reads diverge; UBS lifts Brent
- Rigzone
- Kpler
- OilPrice.com
- gCaptain
- OilPrice.com
US crude stocks fall below five-year average
- OilPrice.com
7 min - Ras Tanura fire contained; Russia swaps crude for diesel | 28 Oct
Saudi Arabia contained a fire near Ras Tanura, its biggest export terminal, after a Houthi missile and drone attack, and Brent firmed in early Asian trade. Aramco is also offering discounted spot crude to Europe from its Red Sea and Mediterranean outlets.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Ras Tanura fire contained
- Russia swaps crude for diesel
- Aramco discounts crude to Europe
- Iran threatens Sinokor tankers
- OPEC+ seen holding December quotas
- India squeezed by $123 basket
- US stocks and deals
Read the full written brief
Sources
Ras Tanura fire contained
- OilPrice.com
- Rigzone
- gCaptain
- OilPrice.com
- Rigzone
Russia swaps crude for diesel
- OilPrice.com
- gCaptain
- OilPrice.com
- Rigzone
Aramco discounts crude to Europe
- OilPrice.com
- Rigzone
Iran threatens Sinokor tankers
- gCaptain
- OilPrice.com
- Splash247
OPEC+ seen holding December quotas
- OilPrice.com
India squeezed by $123 basket
- OilPrice.com
- OilPrice.com
- OilPrice.com
US stocks and deals
- OilPrice.com
- OilPrice.com
- World Oil
- Rigzone
- World Oil
7 min - Houthis claim pipeline hits; India trims Russian crude | 27 Oct
Yemen's Houthis claim strikes on pumping stations along Saudi Arabia's East-West crude pipeline, the main route for Gulf crude that avoids Hormuz, and Egypt has voted to help defend the kingdom. Oil eased from a six-month high as regional security chiefs flew to Tehran. Indian refiners are turning to Gulf barrels and away from Russia.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Houthis claim pipeline hits
- India trims Russian crude
- Tanker disabled in the strait, October a record
- Russian diesel output climbs for the US deal
- LNG importers pay more for less; EU storage resumes injections
- Gulf sulphur still constrained
- EQT to buy Range
Read the full written brief
Sources
Houthis claim pipeline hits
- OilPrice.com
India trims Russian crude
- OilPrice.com
- Rigzone
Tanker disabled in the strait, October a record
- gCaptain
- gCaptain
- gCaptain
- gCaptain
- Rigzone
- Rigzone
Russian diesel output climbs for the US deal
- OilPrice.com
- gCaptain
LNG importers pay more for less; EU storage resumes injections
- OilPrice.com
- OilPrice.com
Gulf sulphur still constrained
- Kpler
EQT to buy Range
- OilPrice.com
- World Oil
Still developing
- Link
- Link
- Link
- Link
6 min - $116 Brent despite Gulf flows; Freight walls off US crude | 26 Oct
Brent ended last week above $116 after more attacks on Saudi Arabia, even though Middle East crude exports are now running above pre-war levels. Freight is the other squeeze: tanker costs are pricing US crude out of Asia and lifting fuel oil above crude in Singapore.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- $116 Brent despite Gulf flows
- Freight walls off US crude
- SPR exchange for Lake Charles
- Russian diesel due in Norfolk 2 November
- EU gas storage stalls at 74.6%
- Black Sea cargo ships hit
Read the full written brief
Sources
$116 Brent despite Gulf flows
- Rigzone
- Rigzone
- OilPrice.com
- Rigzone
- gCaptain
Freight walls off US crude
- Rigzone
- OilPrice.com
- gCaptain
- OilPrice.com
SPR exchange for Lake Charles
- OilPrice.com
Russian diesel due in Norfolk 2 November
- gCaptain
- Rigzone
- Rigzone
EU gas storage stalls at 74.6%
- Rigzone
- World Oil
Black Sea cargo ships hit
- gCaptain
- gCaptain
Still developing
- gCaptain
6 min - Oil jumps 4% on Saudi attacks; Iran claims seven ships hit | 23 Oct
Oil jumped about 4% after deadly attacks in Saudi Arabia, and Iran claimed seven more vessels hit in the Gulf, four of them mid-transfer. Freight is now the binding constraint on both crude and diesel, shutting US diesel exports to Europe.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Oil jumps 4% on Saudi attacks
- Iran claims seven ships hit
- Freight shuts US diesel out of Europe
- Qatar signs to buy US LNG
- China's buffers thin out
Read the full written brief
Sources
Oil jumps 4% on Saudi attacks
- Rigzone
- OilPrice.com
- Rigzone
- gCaptain
Iran claims seven ships hit
- gCaptain
- Splash247
Freight shuts US diesel out of Europe
- Kpler
- EIA
Qatar signs to buy US LNG
- gCaptain
- Splash247
China's buffers thin out
- Rigzone
- OilPrice.com
5 min - Hormuz: two more tankers hit as Gulf crude keeps flowing | 22 Oct
Two more tankers were hit in the Gulf and a drone killed two people at Saudi Arabia's Shaybah field, yet Middle East crude is still moving close to pre-war volumes. Freight, not supply, is now the binding constraint, both for Gulf barrels to Asia and for US diesel to Europe.
This episode is written with AI from public sources and read by an AI clone of Jaime's voice, not recorded by Jaime. Show notes link to every source.
In this episode
- Hormuz: two more tankers hit as Gulf crude keeps flowing
- Shaybah drone strike kills two, output unaffected
- US diesel: freight shuts the Europe arb as stocks build
- Iran sanctions: new designations alongside unpublished licences
- European gas: storage dips, Jackdaw approved
Read the full written brief
Sources
Hormuz: two more tankers hit as Gulf crude keeps flowing
- gCaptain
- Rigzone
- gCaptain/Bloomberg
- OilPrice.com
- OilPrice.com
- Kpler
- gCaptain/IEA
- OilPrice.com
Shaybah drone strike kills two, output unaffected
- World Oil
- Rigzone
US diesel: freight shuts the Europe arb as stocks build
- EIA
- OilPrice.com
- Kpler
- Rigzone
- gCaptain
Iran sanctions: new designations alongside unpublished licences
- gCaptain
- OFAC
- Kpler
European gas: storage dips, Jackdaw approved
- GIE AGSI
- World Oil
- UK DESNZ
- Rigzone
Still developing
- Splash247
- World Oil
- Splash247
7 min
About The Spread: Daily Oil & Gas Briefing
From the publisher's feed
A short daily briefing on oil and gas, refining, petrochemicals and midstream: Brent and WTI, LNG and European gas, refining margins, OPEC and shipping. What moved today, and why it matters. Every…
number is sourced, and claims are kept apart from facts. Built from free and official sources, written with AI, and read by an AI clone of Jaime's voice.