🚨 Polish Drone Neutralization Incident: Belarusian Nationals Detained

🚨 US Military Conducts Kinetic Strike in SOUTHCOM Area Targeting Alleged Drug Traffickers

Top 100 Banks By Market Cap

Largest Companies In The US & China

Top 15 Crude Oil Companies By Production

Lean Hogs Update

Live Cattle Update

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Farm Quantity By US State

Global Gold Production 2024

DOE EIA : Today In Energy

https://www.eia.gov/todayinenergy/detail.php?id=66084

Oil Tanker Rates Staging A Comeback

Tanker markets staged a comeback in August, and this time the rebound wasn't subtle. 

Suezmax rates shot up 34% month-on-month, according to OPEC's latest Monthly Oil Market Report published on Thursday, with the West Africa–US Gulf Coast run alone surging 38%. 

VLCCs weren't far behind, climbing 19% on Middle East–East routes. 

Even the humble Aframax joined the party, racking up a 23% gain on Caribbean–US East Coast voyages.

Clean tankers, on the other hand—i.e., tankers carrying refined petroleum products—looked like they've missed the memo. 

Most routes softened, except for the Middle East–East corridor, which managed a 13% rise. 

The contrast says a lot: crude carriers are cashing in on shifting trade flows and long-haul demand, while product tankers are still slogging through refinery overcapacity and thin margins on diesel and jet fuel.

The timing is no accident. OPEC+ keeps fiddling with quotas, Russia is staring down another round of sanctions, and the U.S. Gulf remains a magnet for barrels. 

Every rerouted cargo adds miles, and in tanker math, miles equal money. 

A Suezmax hauling Nigerian crude to Houston suddenly looks a lot more profitable when Europe leans harder on the U.S. for barrels and Asian refiners juggle Russian supply with political risk.

Of course, freight rates are fickle. A few weeks of bad weather or a lull in exports can knock the air out of the market. 

But the August bounce suggests there's still plenty of life left in crude carriers, especially when geopolitics are forcing barrels onto longer, pricier voyages.

So yes, refinery margins might keep product tankers grounded for now. 

But on the crude side, owners are back in the driver's seat — and traders know it.

By Julianne Geiger for Oilprice.com

US Tariff Revenue : Update

US tariff revenue surged to a record +$30 billion in August, the 6th consecutive monthly increase.

• Tariff revenues averaged ~$7 billion a month before new tariffs began in April, meaning ~$23 billion last month came from new tariffs alone.
• At this pace, annual tariff revenue could exceed $300 billion, a +400% jump from 2024.
• If applied to the deficit, tariffs revenue could lower the annual budget deficit by ~$300 billion.
• Tariff revenue is soaring.

📊 US DOE EIA STEO

>> https://www.eia.gov/outlooks/steo/

30-Day Auto Loan Delinquency Rate : Highest In 14 Years

Hedge Funds Shorting SP500 Futures - Record Pace

USA Policy Update - Sept 5

G20 MEETING
- Trump: We will discuss G20 soon.
- Trump: I will host 2026 G-20 in Miami.
- Trump: G-20 at my Doral golf course.
- Trump: G-20 to focus on unlocking affordable energy.
- Trump: to invite Poland to 2026 G-20.
- Trump: would love if Xi, Putin attended G-20.
- Xi, Putin Will Observe/Attend G-20.
- Trump: will consider Russia at 2026 G-20.
- Trump: Vice President Vance will take my place at this year G-20.
- Trump: We want to get along with other countries.

RUSSIA SANCTIONS
- US and EU to discuss new Russia sanctions on Monday.

UKRAINE/RUSSIA
- Zelenskiy Declines Putin Invite for Meeting in Moscow.
- Zelenskiy: Putin can come to Kyiv.
- Trump: Ukraine war will end, or there'll be hell to pay.

CHINA DRUGS
- Trump: China, what they're doing with fentanyl is a terrible thing. It's coming through Canada.

HOSTAGE DIPLOMACY
- Senior US Administration Officials: penalties can include sanctions, export controls and exclusion from the US of those responsible for detentions.
- Senior US Administration Officials: Those who refuse to comply with new US policy could see their economies crippled.
- Senior US Administration Officials: Nations in the past that have participated in hostage diplomacy include China, Iran, and Afghanistan.
- Trump signs EO authorizing penalties against countries complicit in holding wrongfully detained Americans.

FED INTEREST RATES & CANDIDATES
- Trump: Interest rates are excessively high.
- US Treasury Secretary Bessent does not want Fed job.
- Trump: Fed candidates are Waller, Warsh, & Hassett

🌀 Hurricane Watch : Atlantic 🌀

For : WTI Crude Oil Traders

Notes : It's currently a Tropical Storm that skewed its course a bit more toward The Gulf of America past couple days.

FedWatch : CMEGroup

Market-implied probability of three 2025 rate cuts jumps to 64% post-NFP.

ℹ️ Strategy Status Update ℹ️

Dec WTI Crude Oil CLZ25 : 55 Put

:: Break down below last week's low on good volume

:: Beware of potential price rotation right now

:: Current Contract Value : ~$1390

💡 Strategy Idea : Bearish : Dec WTI Crude Oil 55 Put

> CLZ25

> ~$1125 / contract (as of today)

> Trade for the gain in premium, not for the strike

🇺🇸🇯🇵 US/JAPAN : Trade Update

White House:

- Trump signed executive order implementing US-Japan trade agreement.

- Japan is working toward expedited implementation of a 75% increase in US rice purchases.

- US will apply 15% tariff on most Japanese imports, with special rules for cars, aerospace, generic drugs, and scarce natural resources.

- Japan will increase US imports by $8B yearly, ease vehicle entry, and buy US aircraft and defense gear.

📊 US DOE EIA : Natural Gas Weekly Update

📊 US Land Usage