Monthly Americas
Chart Pack
September 2026
Take a step back with our monthly chart pack, where analysts highlight the most important trends and visuals shaping the oil market in the Americas for the month of May.
Oil Narratives
Crude
Light Ends
Middle Distillates
Freight
Americas Chart Pack: September
Introduction
Strikes on Saudi Arabia's East-West pipeline sent Brent back above $100. WTI now lands cheaper into the Far East than Murban even as TD25 freight has jumped over 210 WS points since September began. Diesel and RBOB spreads stay bullish as US retail diesel hits an all-time high. Full pipeline recovery is still six weeks out, leaving room for these arbs to run.
"Johan Sverdrup was bid at a record high of $24/bbl over Dated Brent. The DFL has gained to a high of +$18.95/bbl in the September tenor."
Nikolas PlonskiOil Market Analyst
Nikolas PlonskiOil Market Analyst - Americas
Nikolas Plonski is an Oil Analyst for Sparta Commodities focused on cross-barrel analysis of the Americas. Having been a distillates trader at Gent Commodity trading and analysing markets, Nikolas is an accomplished analyst in the oil markets.
