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Alguma informação sobre o estado atual do armazenamento de petróleo, particularmente em Cushing e nos principais centros globais? Estamos a ver retiradas ou acumulações significativas que ainda não estão totalmente precificadas?
Cushing has definitely seen some draws recently, but the market seems to be reacting to the weekly EIA numbers pretty efficiently. I wonder if the focus should be more on floating storage globally.
Good question. I've been watching the satellite data for some of the Asian hubs, and while there's been some movement, I'm not seeing anything that screams 'unpriced event' yet. The market is pretty good at sniffing these things out.
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