Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War

Oil "glut" data from Kpler may be Pentagon-filtered and unreliable, while diesel shortages and bond-market stress signal a real, worsening energy and fiscal crisis.

• Kepler is the single source: Nearly all public oil-through-Hormuz data traces back to one firm, Kepler, which since the 'shadow fleet' turned off transponders now relies on satellite images reportedly filtered through a Pentagon-linked contractor before release.
• Price action contradicts the 'glut' narrative: Brent stayed above $90-$100 despite claims flows normalized; July's 'Oil Glut 1.0' cut ~$30 off price, but 'Glut 2.0' moved it only ~$10, within normal volatility.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.