Avid Commentator Report

The Great Fuel & Oil Inventory Burn To Save The World

How long can we keep this up?

11 hrs ago • Avid Commentator

3

April 2026

The World Of $286 A Barrel Oil

The reality of physical oil markets

Apr 21 • Avid Commentator

3

The Most Important Chart In Australia

Fuel imports incoming vs normal flows

Apr 11 • Avid Commentator

14

2

1

China and the war in Iran - The Oil Factor

Not as bad as you might think?

Apr 1 • Avid Commentator

5

March 2026

Australian Stagflation Risks Rocket

Over on my YouTube channel, Martin North and I recently did a full length deep dive on Australia’s fuel supplies and the state of the economy pre-war…

Mar 24 • Avid Commentator

9

2

2

DFA Chart Pack - 20th March 2026

Australia on the road to recession

Mar 20 • Avid Commentator

2

Trump's Naval Coalition Can't Unlock Hormuz

Logistical reality trump's rhetoric

Mar 18 • Avid Commentator

9

4

Australia, Energy Security And A Mad Max Future

The brave new world

Mar 13 • Avid Commentator

9

1

DFA Chart Pack - 6th March 2026

The Iran Special

Mar 6 • Avid Commentator

Strait of Hormuz Closure Logistics

And is there spare capacity oil capacity to make up for it?

Mar 3 • Avid Commentator

5

9

Why Iran Matters?

By the numbers

Mar 1 • Avid Commentator

12

1

1

February 2026

Is Big City Aussie Property Stalling?

Recent data shows price falls in Sydney and Melbourne.

Feb 28 • Avid Commentator

8