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All Market Commentary

Trump reiterates call for lower interest rates

May 14, 2025

The energy markets are a bit softer this morning after yesterday’s strong rebound that has run into some technical resistance and created a bit of a pullback.

The API inventory report had crude oil up 4.3 million barrels, gasoline down 1.4 million and distillates down 3.7 million.

The average estimates from the Bloomberg survey for today’s DOE inventory update are for crude oil inventories to be down 1.776 million, gasoline down 775,000, and distillates up 23,000.

According to data from S&P Global Commodities at Sea there are currently 30 ships in transit, transporting 8.42 million barrels of gasoline to the United States.

Energy markets rallied up at least 2.6% yesterday on the US and China trade agreements being lowered for 90 days and possibility of a Putin and Zelensky face to face talk to try and negotiate peace in their ongoing war.

The average estimate for today’s propane inventory report is for stocks to be up 1.7 million barrels. Over the last five years inventories have averaged 2.666 million barrel build during this reporting week.

The US got positive news on inflation. The US Labor Department reported the Consumer Price Index rose at an annual rate of 2.3% in April. It was the smallest year-over-year gain in four years. Expectations were for a rate of 2.4%.

On Monday Citigroup pushed its expectation for a Fed rate cut to July from a previous expectation of a cut in June.

US President Donald Trump reiterated his call for the Federal Reserve to lower interest rates, saying prices for gas, groceries and “practically everything else” are down. 

Energy markets rebound on US-China trade news
US-Iran nuclear talks continue to progress

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