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Energy Fundamentals

Supply/demand fundamentals are the dominant medium-horizon driver of the crude oil futures this project trades. MCL (Micro WTI) and QM (E-mini Crude) settle against the NYMEX WTI complex, whose physical delivery point is Cushing, Oklahoma, and BZ tracks ICE Brent via NYMEX's Brent contract. The single most market-moving scheduled event each week is the EIA Weekly Petroleum Status Report (Wednesday 10:30 a.m. ET), front-run 18 hours earlier by the subscription-only API Weekly Statistical Bulletin (Tuesday ~4:30 p.m. ET). The Cushing line item matters specifically for WTI calendar spreads and flat price: when Cushing approaches its operational floor — as it did in June 2026, per Wood Mackenzie — WTI backwardation and volatility spike.

On the monthly cadence, three agency reports set the narrative: the OPEC Monthly Oil Market Report, the IEA Oil Market Report, and the EIA Short-Term Energy Outlook. Layered on top are OPEC+ ministerial and JMMC meeting outcomes — discrete headline-risk events that gap crude prices, such as the March 1, 2026 decision by the eight voluntary-cut countries to resume unwinding 1.65 mb/d of cuts. Supply-side leading indicators (the Baker Hughes rig count Friday 1 p.m. ET, Primary Vision frac spreads) and demand proxies (NOAA degree days, GasBuddy gasoline demand, TSA passenger throughput) round out the weekly rhythm.

A key structural fact for a retail-scale operation: essentially all of the official data in this category is free (EIA, OPEC MOMR, Baker Hughes, NOAA, JODI), while the edge products — earlier or higher-frequency versions of the same numbers, such as API's Tuesday print, Ursa's Monday Cushing estimate, Genscape/Wood Mackenzie's twice-weekly tank-by-tank measurements, and Kayrros drone flights — are commercial and mostly priced for institutions ($10k–$100k+/yr, sales-gated). The practical free workaround for the Tuesday API number is that major newswires and calendar sites (Investing.com, TradingEconomics, ForexFactory) republish the headline build/draw within minutes of the 4:30 p.m. ET release.

Free / official sources

EIA Weekly Petroleum Status Report (WPSR)

FieldValue
What it isThe definitive weekly US petroleum balance: commercial crude stocks, gasoline/distillate/jet stocks, Cushing OK crude stocks, SPR stocks, refinery inputs & utilization %, production, imports/exports, product supplied (implied demand). Report home
CoverageDirectly drives MCL, QM (WTI complex); Cushing line item is the WTI delivery-point number. Strong spillover to BZ (Brent) via Atlantic-basin balance
GranularityWeekly (reporting week ends Friday); US total + PADD regional breakdowns
History depthWeekly US crude stocks series (WCESTUS1) back to Aug 20, 1982; Cushing weekly series back to Apr 9, 2004; SPR weekly series (WCSSTUS1) back to Aug 20, 1982 — all verified on EIA series pages 2026-07-11 (example series page)
Latency / updatesWednesday 10:30am ET: wpsrsummary.pdf, overview.pdf, Tables 1–14 CSV/XLS; Wednesday 1:00pm ET: all remaining PDF/HTML files. Holiday weeks slip to Thursday (11:00am, 12:00pm, or 5:00pm ET depending on the holiday, per the official schedule). Fast machine-readable files post to ir.eia.gov at release time; ir.eia.gov file paths 302-redirect to time-limited signed URLs, and on re-probe (2026-07-11, outside the release window) the signed redirect served wpsrsummary.pdf normally — no "Access Restricted" block was observed
Access methodWeb (PDF/CSV/XLS), fast-release files at ir.eia.gov, full series via EIA API v2 (below). Companion analysis: This Week in Petroleum Wednesday afternoons
CostFree
Pricing pagehttps://www.eia.gov/petroleum/supply/weekly/ (no pricing — public data)
Licensing / redistributionUS government work, public domain; free to store, backtest, redistribute
Reliability caveatsWeekly numbers are estimates from surveys + models; the "crude adjustment" (balancing item) can be large and was rebased in 2023-24; monthly Petroleum Supply Monthly revises weekly figures; holiday delays shift the event risk window
Best forThe core weekly fundamental event for WTI trading; free backbone of any crude fundamentals dataset

EIA Open Data API v2

FieldValue
What it isProgrammatic access to essentially all EIA series (petroleum stocks, refinery utilization, Cushing, SPR, production, STEO forecast series) via REST. API home, technical docs
CoverageAll WPSR/STEO series relevant to MCL/QM/BZ fundamentals
GranularityWeekly / monthly / annual depending on series
History depthSame as underlying series (weekly crude stocks to Aug 1982 — verified 2026-07-11; e.g. refinery-utilization series WPULEUS3 returns 1,862 weekly observations via /v2/seriesid/PET.WPULEUS3.W)
Latency / updatesSeries populate at/after official release times (10:30am ET Wed for weekly petroleum; STEO on its release day). Not a low-latency feed — poll ir.eia.gov for speed
Access methodREST API, JSON default (max 5,000 rows/request) or XML (max 300 rows/request), pagination supported (docs); endpoint api.eia.gov/v2/petroleum/... confirmed live 2026-07-11 (returns API_KEY_MISSING without key); free API key by registration; bulk download facility requires no key per EIA
CostFree (as of 2026-07-11)
Pricing pagehttps://www.eia.gov/opendata/
Licensing / redistributionPublic domain; unlimited storage/backtest/redistribution
Reliability caveatsRate-throttled per-second and per-hour (key temporarily suspended if exceeded; exact thresholds not printed in docs — verify); v1 deprecated; series IDs occasionally reorganized (facet-based v2 hierarchy)
Best forAutomated ingestion of all EIA fundamentals into a research database — the default choice

EIA Short-Term Energy Outlook (STEO) — includes former Drilling Productivity Report

FieldValue
What it isEIA's monthly forecast: WTI & Brent price paths, US/global production, consumption, inventories. Since June 11, 2024 it absorbed the Drilling Productivity Report — regional shale well-productivity data now in STEO tables 10a/10b (table 10a); last standalone DPR was May 13, 2024
CoverageWTI (MCL/QM) and Brent (BZ) explicitly forecast
GranularityMonthly report; monthly forecast series; regional drilling metrics
History depthSTEO archives back decades; forecast vintages downloadable (data page)
Latency / updatesReleased the first Tuesday following the first Thursday of each month, ~12:00–12:15pm ET (release schedule); next release Aug 11, 2026 per STEO home (verified 2026-07-11)
Access methodWeb PDF/XLSX, STEO data browser, EIA API v2
CostFree
Pricing pagehttps://www.eia.gov/outlooks/steo/ (no pricing — public data)
Licensing / redistributionPublic domain
Reliability caveatsIt is a forecast — large revisions between vintages; market reaction usually modest vs WPSR but the production forecast revisions can move calendar spreads
Best forMonthly supply/demand-balance context; the free replacement for the discontinued DPR

DOE / EIA Strategic Petroleum Reserve data

FieldValue
What it isWeekly SPR crude stock level (inside WPSR) — weekly series WCSSTUS1; monthly series; DOE announces SPR sales/exchanges/purchases as press releases
CoverageWTI complex (MCL/QM): SPR releases/refills change effective US supply; 2026 drawdowns took SPR to lowest since 1983 per EIA Today in Energy
GranularityWeekly (in WPSR) + monthly
History depthWeekly from Aug 20, 1982 (verified 2026-07-11); monthly further back — monthly start date unverified
Latency / updatesWeekly with WPSR (Wed 10:30am ET); DOE announcements ad hoc
Access methodEIA API v2, EIA web series, DOE press releases
CostFree
Pricing pagehttps://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCSSTUS1&f=W (public data)
Licensing / redistributionPublic domain
Reliability caveatsSPR policy (releases/refill tenders) is announced out-of-band by DOE — the weekly number lags the policy headline that actually moves price
Best forTracking the supply overhang/deficit from government stock policy; separating commercial vs total stocks

OPEC Monthly Oil Market Report (MOMR) + OPEC press releases / OPEC+ meetings

FieldValue
What it isOPEC Secretariat's monthly world oil demand/supply outlook, OECD stocks, and member production from secondary sources — MOMR home, PDF download, digital edition. Press releases with OPEC+ ministerial/JMMC decisions at opec.org/press-releases.html
CoverageGlobal crude balance → both WTI (MCL/QM) and Brent (BZ); OPEC+ quota decisions are direct BZ/WTI gap-risk events
GranularityMonthly report; key tables (demand/supply balance, OECD stocks, world rig count) downloadable in Excel per OPEC
History depthArchive of past issues via momr.opec.org — Unknown — verify
Latency / updatesMonthly, typically around the 2nd week (e.g. tracked on FXStreet's calendar and Investing.com) — 2026 releases fell on Mar 11, Apr 13, May 13, Jun 11 per Investing.com (verified 2026-07-11), consistent with a ~2nd-week pattern. OPEC+ events: full ministerial (e.g. 41st ONOMM scheduled Jun 7, 2026 per EBC), JMMC every two months, and monthly virtual meetings of the eight voluntary-cut countries (Mar 1, 2026 release)
Access methodFree PDF download; Excel key tables; press releases on web; announcements also via @OPECSecretariat on X
CostFree
Pricing pagehttps://momr.opec.org/pdf-download/ (free download page)
Licensing / redistributionOPEC copyright; personal/research use; redistribution rights Unknown — verify
Reliability caveatsThe MOMR landing page (403) and momr.opec.org (403/402) blocked our datacenter proxy on re-probe 2026-07-11, but press-release pages and direct asset PDFs (e.g. opec.org/assets/assetdb/momr-january-2026.pdf, HTTP 200, 2.2 MB) downloaded fine — blocking is path-specific, and the MOMR itself remains freely downloadable; production figures are "secondary sources" estimates; meeting decisions leak via newswires before official statements
Best forOPEC's own demand narrative, secondary-source production table, and the primary-source feed for OPEC+ quota headlines

IEA Oil Market Report (OMR)

FieldValue
What it isIEA's monthly global supply/demand/stocks/refining analysis — the third leg of the monthly agency trio. Product page; monthly analysis pages e.g. June 2026
CoverageGlobal balance; OECD industry stocks — relevant to both WTI and Brent contracts
GranularityMonthly report + statistical tables; Annual Statistical Supplement published with the August OMR
History depthFull reports made publicly available 3 months after release per iea.org (corroborated via search snippet 2026-07-11; iea.org still 403 to our proxy so not seen on a live page)
Latency / updatesMonthly, mid-month (May 2026 edition dated 13 May — public version PDF)
Access methodFree abridged/"public version" PDF + web summary with free IEA account; full report + data tables by paid subscription via IEA webstore
CostSummary/abridged: Free. Full subscription: Contact sales — price depends on number of users, 12- or 24-month terms, 10% discount on 24-month (product page); iea.org and webstore returned 403/503 to our proxy 2026-07-11 so no live price seen — Unknown — verify
Pricing pagehttps://www.iea.org/data-and-statistics/data-product/oil-market-report-omr
Licensing / redistributionIEA terms; paid content not redistributable — verify specifics
Reliability caveatsIEA demand forecasts have diverged persistently from OPEC's (a tradeable narrative gap, not a data flaw); site blocks datacenter scraping
Best forFree monthly read on global balance and OECD stocks; the paid tier is skippable at retail scale since headlines hit newswires instantly

Baker Hughes North America Rig Count

FieldValue
What it isWeekly census of active drilling rigs (US/Canada, oil vs gas split, basin/state detail) — the classic free leading indicator of future US crude supply. Rig count site
CoverageUS shale supply outlook → WTI (MCL/QM), spillover to BZ
GranularityWeekly; by state, county, basin, drill type, trajectory, well depth (7-tab pivot workbook)
History depthArchived weekly reports to Jan 2000; some state data back to 1987; "2013–Aug 2025" pivot dataset ~11.7 MB (seen on live page 2026-07-11)
Latency / updatesPublished each Friday at noon US Central (1:00pm ET) per Baker Hughes FAQ; international count released the last working day of the first week of the month (corrected per FAQ, as of 2026-07-11)
Access methodFree Excel downloads (.xlsx/.xlsb/.xls) from the website; no API — scrape or manual
CostFree
Pricing pagehttps://rigcount.bakerhughes.com/na-rig-count (public data)
Licensing / redistributionBaker Hughes copyright; free access, redistribution rights Unknown — verify
Reliability caveatsRig count is a lagging proxy for completion activity in the DUC/frac-crew era — pair with Primary Vision frac spreads; rig efficiency gains mean count↔production mapping drifts over time
Best forFriday 1pm ET supply-side event; long free history for supply models

NOAA CPC Degree Days (heating/cooling demand)

FieldValue
What it isNOAA Climate Prediction Center weekly & monthly heating/cooling degree-day observations and forecasts — the standard weather-demand input for distillate (heating oil) and power-burn adjacent demand. Degree days portal
CoverageDemand side of WTI/Brent products (distillate demand in winter); more central to nat gas but standard in petroleum demand models
GranularityWeekly city/state/region summaries (e.g. weekly CDD file — probed live 2026-07-11, data through Jul 4, 2026); population-weighted national aggregates
History depthHistorical archives via CPC archive index and past data page
Latency / updatesWeekly; collection period ends Saturday, files posted early the following week — exact posting day Unknown — verify
Access methodPlain-text files over HTTPS (trivially scriptable), FTP archive
CostFree
Pricing pagehttps://www.cpc.ncep.noaa.gov/products/analysis_monitoring/cdus/degree_days/ (public data)
Licensing / redistributionUS government work, public domain
Reliability caveatsFixed-width text format quirks (-999 sentinels); station normals rebased periodically (2000 CDD normals implemented 1/1/2003 per file header)
Best forFree weather-demand feature for distillate/gasoline demand models

JODI-Oil World Database

FieldValue
What it isJoint Organisations Data Initiative — self-reported monthly oil production/demand/stocks for 90+ participating countries (JODI's own materials cite ~90% of global oil supply/demand; corrected from "100+ countries" as of 2026-07-11). Database
CoverageGlobal balance context for BZ and WTI; notably the only regular window into Saudi/China official numbers
GranularityMonthly, by country/product/flow
History depthComplete series from January 2002 (data downloads)
Latency / updatesUpdated on or around the 20th of each month, with ~2-month data lag (overview)
Access methodFree CSV/.txt/.ivt downloads; Nasdaq Data Link mirror (unverified — the JODI page there returned 404 on 2026-07-11; mirror appears defunct)
CostFree
Pricing pagehttps://www.jodidata.org/oil/ (public data)
Licensing / redistributionFree use; formal redistribution terms Unknown — verify
Reliability caveatsSelf-reported — quality varies by country; too slow for weekly trading, useful for monthly balance models and verifying OPEC secondary-source estimates
Best forFree monthly global supply/demand panel back to 2002

TSA Checkpoint Travel Numbers (jet fuel demand proxy)

FieldValue
What it isDaily count of passengers screened at US airport checkpoints — a free, high-frequency proxy for jet fuel demand. Passenger volumes
CoverageJet fuel is ~7-8% of US product demand; demand-side color for WTI complex — verify share
GranularityDaily, national total
History depthAnnual pages back to 2019 (2019 page)
Latency / updatesUpdated Monday–Friday by 9:00am ET per TSA
Access methodWeb table (scrapeable HTML)
CostFree
Pricing pagehttps://www.tsa.gov/travel/passenger-volumes (public data)
Licensing / redistributionUS government work, public domain
Reliability caveatsHeadcount ≠ fuel burn (aircraft size, load factors, international flights); no regional split
Best forFree daily demand nowcast input, especially post-shock demand recovery tracking

GasBuddy gasoline demand (Patrick De Haan)

FieldValue
What it isWeekly US gasoline demand estimates from GasBuddy's Pay-with-GasBuddy card transactions, published free as commentary by head of petroleum analysis Patrick De Haan (GasBuddy author page, personal site, Substack) with national and PADD-level weekly % changes
CoverageUS gasoline demand → gasoline crack → WTI complex demand pull
GranularityWeekly % change, national + PADD (per GasBuddy dataset posts)
History depthNot offered as a downloadable series — Unknown — verify
Latency / updatesWeekly posts (typically Sun/Mon, ahead of EIA's Wednesday implied demand) — exact day Unknown — verify
Access methodFree: X/Twitter posts, Substack, GasBuddy blog. No public API/feed
CostFree (commentary); underlying data feed not productized publicly — Contact GasBuddy/PDI if needed
Pricing pagehttps://www.gasbuddy.com/go/author/pdehaan
Licensing / redistributionQuoting commentary fine; raw data not licensed
Reliability caveatsPanel bias (GasBuddy app users skew price-sensitive); methodology opaque; frequently diverges from EIA "product supplied" which itself is an implied, not measured, demand figure
Best forEarly qualitative read on the gasoline-demand line of Wednesday's WPSR

Primary Vision Frac Spread Count

FieldValue
What it isWeekly count of active hydraulic-fracturing fleets ("frac spreads") — a completions-side supply indicator that leads production more tightly than rig count. Primary Vision
CoverageUS shale supply → WTI (MCL/QM)
GranularityWeekly national count (free tier); basin-level detail in paid tiers
History depthFirm founded 2011; data depth of free vs paid tiers Unknown — verify
Latency / updatesWeekly (typically Friday) — verify exact day/time
Access methodFree: national count via LinkedIn/X/YouTube and AOGR reprints; paid: subscription publications and eFracs platform
CostFree tier: national frac spread count. Paid tiers: Contact sales (no public price page found as of 2026-07-11)
Pricing pagehttps://primaryvision.co/
Licensing / redistributionUnknown — verify
Reliability caveatsSmall shop; methodology proprietary; free number arrives via social posts, awkward to automate
Best forCompletion-activity signal that complements Baker Hughes for US supply models

Free economic calendars & consensus (Investing.com / TradingEconomics / ForexFactory)

FieldValue
What it isFree calendars carrying scheduled release times, analyst consensus, and actuals-within-minutes for API WSB, EIA WPSR (incl. Cushing line), Baker Hughes rig count, OPEC MOMR, OPEC/JMMC meetings; TradingEconomics OPEC calendar and SPR series
CoverageAll scheduled fundamentals events for MCL/QM/BZ
GranularityEvent-level: forecast / prior / actual
History depthSeveral years of event history on-page; API access to history varies
Latency / updatesActuals posted within ~minutes of release — this is the free path to the Tuesday 4:30pm ET API number
Access methodWeb; TradingEconomics has a paid API; Investing.com unofficial scraping only
CostFree (web). TradingEconomics API: Contact sales — Unknown — verify
Pricing pagehttps://tradingeconomics.com/opec/calendar
Licensing / redistributionSite content — no redistribution; scraping against ToS — verify
Reliability caveatsConsensus figures differ across sites (different analyst panels vs Reuters/Bloomberg/WSJ polls); occasional wrong prints in fast markets
Best forFree consensus expectations and free (slightly delayed) access to the subscription-only API Tuesday print

Commercial sources

API Weekly Statistical Bulletin (American Petroleum Institute)

FieldValue
What it isIndustry survey of US crude & product inventories, refinery ops — the "API number" that hits every Tuesday ~4:30pm ET (Wednesday if Monday is a federal holiday), 18 hours before EIA publishes comparable data (api.org WSB page, fetched live 2026-07-11)
CoverageDirect pre-positioning input for MCL/QM/BZ ahead of Wednesday's WPSR; surveys ~90% of industry, estimates the rest
GranularityWeekly; crude + gasoline, jet, distillate, resid; regional detail
History depthUnknown — verify (decades of survey history exist; subscriber archive depth unclear)
Latency / updatesTuesday ~4:30pm ET release to subscribers; headline build/draw leaks to newswires/calendars within minutes
Access methodSubscription only via authorized redistributors: LSEG/Refinitiv (1-800-738-8377) and ICE (sales-tradingsolutions@theice.com); API contact apiwsb@api.org
CostContact sales (no public price on api.org, LSEG, or ICE as of 2026-07-11)
Pricing pagehttps://www.api.org/energy-insights/statistics/wsb
Licensing / redistributionStrictly licensed via LSEG/ICE terms; headline numbers are republished by media in practice
Reliability caveatsVoluntary survey — sample differs from EIA's mandatory survey, so API vs EIA divergence is routine; the free workaround (newswire headline) lacks the full table detail
Best forInstitutional desks pre-positioning Tuesday evening; retail can free-ride the headline via calendars/newswires

Wood Mackenzie (Genscape) Cushing Crude Oil Storage Report

FieldValue
What it isTank-by-tank measured Cushing inventories (infrared cameras + aerial imagery, methodology since 2009), twice-weekly, delivered two days ahead of EIA — the legacy Genscape product, part of Wood Mackenzie since 2019 (product page, fetched live 2026-07-11; legacy genscape.com page redirects there)
CoverageCushing = WTI delivery point → highest-value single private dataset for MCL/QM; Wood Mac claims "ten of the top ten hedge funds" subscribe; product page cites coverage of floating- and fixed-roof tanks (corrected as of 2026-07-11: caverns are not mentioned on the product page)
GranularityTank, operator, and location level; inventory + capacity + utilization + tank operational status
History depthBack to ~2009-2010 (methodology refined since 2009 per product page) — verify exact archive access
Latency / updatesTwice weekly (Wood Mac describes itself as the only twice-weekly Cushing supplier per press release)
Access methodSubscription report/data via Wood Mackenzie Lens/data feeds
CostContact sales (no public pricing as of 2026-07-11). Notably, EIA itself sole-sources a subscription — see SAM.gov notice via HigherGov, May 2026 (award amount not shown). Institutional price point widely understood to be five figures/yr — unofficial, no public source
Pricing pagehttps://www.woodmac.com/industry/commodity-trading-analytics/cushing-crude-oil-storage-report/
Licensing / redistributionStrict subscriber license; no redistribution
Reliability caveatsGold standard for Cushing but priced for institutions; headline moves from its numbers leak via Livesquawk/newswires (example)
Best forInstitutional WTI spread desks; out of scope at retail budget — track its leaked headlines instead

Ursa Space Systems (SAR satellite oil storage)

FieldValue
What it isSynthetic-aperture-radar satellite measurement of floating-roof tank inventories worldwide; weekly Cushing report delivered Monday morning, two days before EIA's Wednesday print, claimed 99% correlation with EIA Cushing (corrected as of 2026-07-11; no "since June 2019" start date appears on the cited page) (Ursa oil storage — page returned 404 on 2026-07-11, Monday Cushing pitch, SAR methodology)
CoverageCushing + global crude storage → MCL/QM primarily, BZ via global stocks
GranularityWeekly (Cushing); site-level global measurements
History depthCushing series start date not stated on cited pages (unverified)
Latency / updatesMonday AM (Cushing); global weekly
Access methodData feed/report subscription; historically distributed via Bloomberg terminal app ecosystem — verify current channels
CostContact sales (no public pricing as of 2026-07-11)
Pricing pagehttps://www.ursaspace.com/oil-storage (unverified — returned 404 on 2026-07-11; link appears dead)
Licensing / redistributionSubscriber license; no redistribution
Reliability caveatsSAR cannot see fixed-roof tanks or caverns (Ursa's own blog discusses method limits) — structurally blind to part of Cushing that Genscape/Kayrros cover
Best forCheaper-than-Genscape (reportedly) Monday Cushing edge; still institutional pricing

Kayrros Crude Oil Inventories

FieldValue
What it isSatellite+AI measurement of ~12,000 storage tanks globally, plus drone flights over Cushing on Wednesdays and Fridays capturing fixed- and floating-roof tanks (product page, fetched live 2026-07-11; Cushing drone blog)
CoverageGlobal + Cushing → MCL/QM/BZ; claims 82% correlation of global inventory changes with Brent moves at 1–3 week lead
GranularityTank-level; daily updates onshore + offshore floating storage
History depthUnknown — verify
Latency / updatesDaily platform updates; twice-weekly Cushing drone measurements; weekly analyst reports
Access methodDashboards, REST/Python API, weekly reports
CostContact sales (no public pricing as of 2026-07-11)
Pricing pagehttps://www.kayrros.com/products/coi-for-traders/
Licensing / redistributionSubscriber license
Reliability caveatsMarketing claims ("100% measured, no estimation") are self-reported; also resold through Energy Aspects
Best forGlobal inventory nowcasting with API delivery — institutional budgets

Kpler (flows, inventories, freight)

FieldValue
What it isCommodity-flows intelligence: tanker tracking (16,000+ vessels), cargo flows, global storage, SPR/China stocks — kpler.com, crude module, inventories product. Acquired ClipperData (2021) and JBC Energy (2022) per Crunchbase
CoverageGlobal crude flows → BZ especially (Atlantic basin arbs), OPEC export nowcasts, US imports feeding WPSR forecasts
GranularityCargo-level, daily; API
History depth~2013+ for flows (ClipperData heritage) — Unknown — verify
Latency / updatesNear-real-time AIS + analyst-corrected cargo data
Access methodTerminal/web platform, REST API, Excel add-in; also via ICE
CostContact sales. Unofficial: "low five figures per year" for core single-desk web access, "mid five-figures to low six-figures annually" for full enterprise bundles per third-party review (ContentWave, 2026) — unofficial, corrected wording as of 2026-07-11
Pricing pagehttps://www.kpler.com/ (sales-gated)
Licensing / redistributionSubscriber license; no redistribution
Reliability caveatsAIS gaps/spoofing on sanctioned flows (Iran/Russia/Venezuela) require analyst overrides; module pricing adds up fast
Best forInstitutional flow tracking; overkill for a micro-contract retail book

Vortexa

FieldValue
What it isReal-time waterborne cargo tracking and freight analytics for crude and products, ML-driven (vortexa.com); profiled as a ~$500m EV data business by Asymmetrix
CoverageGlobal crude/product flows, floating storage → BZ/WTI
GranularityCargo-level, near-real-time; API + SDK
History depth~2016+ — Unknown — verify
Latency / updatesNear-real-time
Access methodWeb platform, Python SDK, API; also distributed via SGX/ICE partners — verify
CostContact sales (no public pricing as of 2026-07-11)
Pricing pagehttps://www.vortexa.com/ (sales-gated)
Licensing / redistributionSubscriber license
Reliability caveatsSame AIS-manipulation issues as all trackers; freight analytics stronger than storage analytics
Best forInstitutional Brent-complex flow analysis

Energy Aspects (incl. OilX nowcasting)

FieldValue
What it isPremium oil research/forecasting shop; acquired OilX (satellite-driven oil data nowcasting) in Feb 2023 (announcement); publishes crude/products data services (crude data access) and resells Kayrros inventories
CoverageGlobal balances, OPEC+ policy analysis → BZ/WTI narrative
GranularityResearch notes + data platform (daily/weekly/monthly)
History depthFirm founded 2012 — data archive depth Unknown — verify
Latency / updatesDaily/weekly notes; ad-hoc OPEC+ flash analysis
Access methodWeb platform, PDF, data feeds; iOS app
CostContact sales ("subscription-based pricing model, bespoke consultancy available" per their AI info page); unofficial reputation: tens of thousands USD/yr per seat — unofficial, no public source
Pricing pagehttps://www.energyaspects.com/ (sales-gated)
Licensing / redistributionSubscriber license; strict
Reliability caveatsResearch house — opinionated calls, not raw data; OPEC+ sourcing considered top-tier but unverifiable
Best forInstitutional macro-oil research; the OPEC+ meeting-preview genre it dominates is summarized free in press

Petro-Logistics (OPEC supply tracking)

FieldValue
What it isGeneva-based pioneer of tanker tracking (since early 1980s); its OPEC Production Monitor estimates member-by-member output ahead of the MOMR and is used by the OPEC Secretariat itself (company, products — the "used by the OPEC Secretariat itself" quote appears on the products page, Tanker Data Hub)
CoverageOPEC/OPEC+/FSU supply — the input that moves BZ (and WTI) around quota-compliance narratives; ">80% of waterborne crude flows" (unverified — not found on company or products pages 2026-07-11)
GranularityMonthly OPEC production estimates; tanker-by-tanker flow data
History depthDecades (firm active since 1980s) — accessible archive Unknown — verify
Latency / updatesIntra-month flash estimates + monthly monitor — verify cadence
Access methodSubscription reports; Oilytics-built dashboards
CostContact sales (no public pricing as of 2026-07-11)
Pricing pagehttps://www.petro-logistics.com/products/
Licensing / redistributionSubscriber license
Reliability caveatsEstimates diverge from other secondary sources; ground-source methodology unverifiable by design
Best forInstitutional OPEC-compliance tracking; retail gets the gist from Reuters/Bloomberg monthly OPEC output surveys (free)

TankerTrackers.com

FieldValue
What it isBoutique tanker-tracking service (strong on sanctioned flows: Iran, Venezuela, Russia) — tankertrackers.com
CoverageSanctioned-barrel supply shocks → BZ/WTI headline risk
GranularityVessel-level sightings, origin/destination flows by vessel class
History depthFirm active since ~2016 — data export depth Unknown — verify
Latency / updatesContinuous; SMS alerts on tiers
Access methodWeb portal, SMS alerts, API (Corporate Lite and up)
CostAs of 2026-07-11 per their tiers article: Corporate Lite $1,000/mo or $10,000/yr (3 users, API); Corporate $5,000/mo or $50,000/yr; retail PremiumPlus ($99/mo / $999/yr) closed to new signups since 2023-01-01. Note: a search snippet of their registration page showed $12,000/yr for Corporate Lite — discrepancy, verify
Pricing pagehttps://tankertrackers.com/articles/subscription-service-tiers-explained
Licensing / redistributionPersonal tiers: no commercial use; corporate tiers permit commercial use per tiers article
Reliability caveatsTwo-person-scale shop; qualitative visual verification is a strength but coverage narrower than Kpler/Vortexa
Best forThe cheapest named-price entry into tanker tracking; sanctioned-flow color

S&P Global Commodity Insights (Platts)

FieldValue
What it isPrice assessments (Dated Brent, WTI, etc. — 12,000+ daily prices), news (Platts Oilgram heritage), and Global Oil Analytics; assessments page
CoverageBrent complex benchmark assessments (BZ) + US crude grades (MCL/QM basis context)
GranularityDaily assessments, intraday news, monthly/weekly analytics
History depthDecades of assessment history (subscriber archive) — Unknown — verify
Latency / updatesDaily assessment windows (e.g. Platts MOC); real-time news
Access methodPlatts Connect platform, data feeds, ICE Connect Oil package
CostContact sales (no public pricing as of 2026-07-11). Unofficial market reputation: individual product subscriptions run thousands to tens of thousands USD/yr — unofficial, no public source
Pricing pagehttps://www.spglobal.com/energy/en/products-solutions/market-data (sales-gated) (unverified — page returned 403 to our proxy on 2026-07-11, so "no public price" could not be re-checked on a live page)
Licensing / redistributionStrict per-user/per-use licensing; assessment redistribution separately licensed
Reliability caveatsAssessment methodology changes (e.g. WTI Midland into Dated Brent, 2023) alter benchmark behavior — affects BZ basis studies
Best forInstitutional physical-market context; not needed for a futures-only retail strategy — futures settle on exchange prices

Argus Media

FieldValue
What it isThe other major price-reporting agency: crude assessments (Argus Sour Crude Index, WTI grades), news, fundamentals (argusmedia.com, Argus Americas Crude, Argus Crude methodology)
CoverageUS Gulf Coast & Midland WTI physical market (MCL/QM basis), Brent complex
GranularityDaily assessments; news; monthly outlooks
History depthDecades (subscriber archive) — Unknown — verify
Latency / updatesDaily
Access methodArgus Direct platform, data feeds; also via LSEG
CostContact sales (no public pricing as of 2026-07-11)
Pricing pagehttps://argusmedia.com/en/products-platforms/prices (sales-gated)
Licensing / redistributionStrict subscriber licensing
Reliability caveatsSame benchmark-methodology-drift issue as Platts; physical assessments are overkill for exchange-settled futures strategies
Best forInstitutional physical/OTC desks; skip at retail scale

RBN Energy Backstage Pass

FieldValue
What it isDaily US energy-markets blog (crude, NGLs, refined products, infrastructure) with premium tier for archive + reports (daily posts, Backstage Pass) — high-quality free education on Cushing/Permian/USGC plumbing (e.g. SPR analysis)
CoverageUS crude logistics context for MCL/QM
GranularityDaily analysis posts; premium drill-down reports
History depthBlog archive back to ~2012 (premium)
Latency / updatesDaily
Access methodWeb; free daily email; premium login
CostSearch snippet of subscriber info page showed $1,320/yr for Backstage Pass (unverified — page again returned 403 on re-probe 2026-07-11, via both direct fetch and browser-UA curl); treat as unofficial; Contact sales/site to confirm
Pricing pagehttps://rbnenergy.com/subscriber/purchase-annual
Licensing / redistributionPersonal subscription; no redistribution
Reliability caveatsAnalysis/education, not data; site blocks datacenter IPs (403 on curl and WebFetch)
Best forCheap, high-quality context on WTI-complex plumbing; the free daily post alone is valuable

Summary table

SourceFree tier?Entry costBest for
EIA WPSRYes (fully)FreeWeekly Wed 10:30 ET crude/products/Cushing/SPR event
EIA Open Data API v2Yes (fully)Free (API key)Automated ingestion of all EIA series
EIA STEO (+ex-DPR tables)Yes (fully)FreeMonthly balance forecast; shale productivity data
DOE/EIA SPR dataYes (fully)FreeGovernment stock policy tracking
OPEC MOMR + press releasesYes (fully)FreeOPEC narrative + OPEC+ quota headlines
IEA OMRSummary/abridged freeFull: contact salesGlobal balance third opinion
Baker Hughes rig countYes (fully)FreeFriday 1pm ET supply-side indicator
NOAA CPC degree daysYes (fully)FreeWeather-demand model input
JODI-OilYes (fully)FreeMonthly global panel since 2002
TSA passenger volumesYes (fully)FreeDaily jet-fuel demand proxy
GasBuddy / De Haan demandYes (commentary)FreeEarly gasoline-demand read
Primary Vision frac spreadsNational count freePaid tiers: contact salesCompletions-side supply signal
Calendars (Investing/TE/FF)YesFreeConsensus + free API-number headline
API Weekly Statistical BulletinNo (headline leaks free)Contact sales (via LSEG/ICE)Tuesday 4:30pm ET pre-EIA positioning
Wood Mac (Genscape) CushingNoContact salesInstitutional tank-level Cushing truth
Ursa SpaceNoContact salesMonday-morning SAR Cushing estimate
KayrrosNoContact salesDaily global inventories + drone Cushing
KplerNoContact sales (unofficial: low five figures/yr single-desk, up to low six figures/yr enterprise)Flows/inventories platform
VortexaNoContact salesCargo/freight analytics
Energy Aspects (+OilX)NoContact salesPremium OPEC+/balance research
Petro-LogisticsNoContact salesOPEC production monitor
TankerTrackers.comNo (retail tier closed)$10,000/yr Corporate Lite (as of 2026-07-11; see discrepancy note)Cheapest named-price tanker tracking
S&P Global PlattsNoContact salesPhysical benchmark assessments
Argus MediaNoContact salesPhysical benchmark assessments
RBN EnergyDaily blog free~$1,320/yr (unverified)US crude-logistics education