Crude & Cycles
Everyone#Commodities#Energy#Macro

The curve is telling you something

Backwardation just steepened. Storage economics say this move has legs.

Crude & Cycles
June 26, 2026 6 min read

The front of the crude curve steepened again this week, and the inventory draw underneath it is bigger than the screen suggests. When the curve and storage agree, the trade is usually in the spread, not the flat price.

WTI Crude — live

Here's the storage math and the spread I'm watching into next week's report.

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