Freight Shock, Tight Takeaway: Rockies and Bakken Crude
Brent eased while freight costs and reported Gulf supply disruptions widened the gap between paper and physical crude. In the Rockies and Bakken, constrained takeaway keeps spot rail economics weak: Uinta rail remains shut, Bakken rail is largely limited to contract volumes, and Guernsey’s premium offers little relief to uncommitted barrels amid pipeline apportionment.
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