N. Vermeulen
Energy markets analyst — oil, OPEC+, refining
Beat byline covering crude oil flows, OPEC+ supply policy, refining margins, and the OECD strategic-stocks regime. Briefings emphasise the operational layer: spare capacity arithmetic, SPR draw mechanics, tanker market signals.
[disclosure] Editorial pseudonym grouping output by beat — disclosed on /editorial-standards. Editorial responsibility sits with CryptaGuard BV.
Areas of coverage
Brent crudeOPEC+ spare capacityStrategic petroleum reservesRefining marginsTanker marketHormuz chokepoint
Published briefings (7)
- 2026-05-24Hormuz scenario: 5-day disruption absorbs 67% of OPEC spare in 72 hoursscenario · 8m
- 2026-05-24China imports 11.8 mb/d — the bid that sets the global crude floordata · 6m
- 2026-05-24The five countries at the top of our stress index — and what they sharefeature · 8m
- 2026-05-24Saudi crude output drops to 6.97 mb/d in JODI March printscenario · 6m
- 2026-05-24US SPR at 374.2 Mbbl — 51% of statutory capacity heading into summerdata · 5m
- 2026-05-24Brent slips back under $100 as OPEC basket holds the linedata · 4m
- 2026-05-15The thin blue line.feature · 14m