Oil Bottlenecks, Tight Diesel Stocks, and Basis Chaos

The Gathering Line · Sep 29, 2026 · 5m · transcript

We break down the oil market’s physical bottlenecks, from shrinking global inventories and surging Brent-WTI spreads to diesel stock draws and a tightening Cushing hub. The episode also tracks how pipeline constraints and rail economics are reshaping basis prices in Canada, the Rockies, and the Plains.

Show Notes

Short-Term Energy Outlook - EIA: https://www.eia.gov/outlooks/steo/

Oil Market Report - September 2026 – Analysis - IEA: https://www.iea.org/reports/oil-market-report-september-2026

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