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US Oil Monthly

Monthly intelligence on US crude field production, upstream trends, refinery runs and crude differentials
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Overview

Benefits

Deliverables

Overview

REA’s US Crude Oil service delivers a definitive, end-to-end view of North American physical pricing dynamics, upstream balances, and global arbitrage flows. The service provides granular, basin-level supply analytics across the Permian, Bakken, and Eagle Ford, underpinned by rigorous tracking of rig counts, DUC inventories, completion efficiencies, and E&P hedging strategies. REA also evaluates midstream developments, Cushing and USGC inventory movements, refinery utilisation rates, and waterborne export terminal capacity.
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Our Benefits

Track basin-level supply, physical grade differentials, and export arbitrage economics across North American crude markets.

Upstream supply

REA monitors drilling activity and well performance to project supply growth and operator dynamics across the Permian, Bakken, and Eagle Ford.

Pricing

REA monitors spot trading and grade differentials across Midland, Cushing, and the Gulf Coast to give market participants a clear picture of domestic crude values.

Refining

REA assesses refinery run rates, crude slate shifts, and planned maintenance to evaluate domestic crude intake and balance shifts.

Trade flows and arbitrage

REA monitors terminal loadings, freight costs, and landed grade valuations to evaluate arbitrage margins and anticipate shifts in overseas buying.

US average API gravity (all crude runs)

Venezuela crude exports by country (kb/d)

Deliverables

Subscribers to REA’s US Oil Monthly receive several deliverables each month, including
Monthly report
Clients receive a monthly report delivering in-depth analysis on US tight oil supply trends, refinery crude intake, Gulf Coast export loadings, and physical grade pricing.
Clients receive regular alerts in response to market-moving events. Our alerts help clients understand the ‘so what’ to major events impacting global gasoline markets.
REA provides continuous visibility into physical crude differentialspaired with dynamic export arbitrage modelling. By tracking freight netbacks and landed spreads, we show where US barrels are pricing to clear into Europe and Asia.
Each month, clients receive a deep-dive note on a key strategic theme shaping the US oil market. Our deep-dives are all excel-backed and used to help inform commercial decision-making for corporate planning teams.

Our team responds quickly to client questions on fast-moving market events.

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