SPR inventory
- Energy Factbook: all weekly SPR values (EIA series WCSSTUS1)
- Trading Economics, OilPriceAPI, OilPrice.com, Global Energy Flow, World Monitor: cross-checks on the latest levels
The release (announced, contracted, withdrawn)
- DOE, March 11: 172M barrels over about 120 days
- DOE, March 20: deliveries began, first 45.2M barrels awarded
- Rigzone, Oct 5: more than 133M awarded, new exchange delivering November–December
- Bloomberg via Yahoo Finance, Oct 30: final ~41M awarded, 174.1M total, deliveries into January
Diesel prices
- Weekly Diesel: all 43 weekly readings, year-to-date average, low, and peak (EIA survey)
- Monday Diesel, IndexBox, Buy Alert RX, YCharts, TheTrading.tools, Eco3min: cross-checks on specific weeks
I used Sonnet 5.5 as a tool to create the graph.
Non-zero y axis on both sides. Nice to see the matched change, but hard to tell quite how dramatic or not it is.
It’s not meant to show you scale, but rather change correlation, which this clearly visualizes.
Tweaking it to superimpose the middle seems dodgy, and robs one of the ability to easily see how much of the reserve was used for this
Wow. We blew thru a third of the reserves. This joint is running on fumes!
The limit is realistically around 150M when it starts getting rough, and true hard limit is around 70M. After that it’s like the worst quality bottom of the barrel.
They keep it in a salt mine so I assume things are pretty bad anyway.

