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US Oil Inventories: Constrained Reserves Meet a Tightening Commercial Deficit

QS Team ·29 Jul 2026

Commercial US crude and distillate stocks are already below their 30-day floors, and a 25% SPR access restriction leaves far less real cushion than headline inventory numbers suggest. David Roche's latest note lays out the case for either a near-term price squeeze or a fresh roun…

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The Energy Revolution Winners & Losers

Archive Report ·David Roche ·01 Jul 2014

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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