Crude oil inventories are expected to tighten significantly in the coming months, according to energy data analysis firm Vortexa. The firm's recent webinar highlighted a high risk of tightening in the next 2-3 months, driven by slowing inflows in the Atlantic Basin and China's increasing drawdown of inventories.
Vortexa estimates that China's extra crude buffer built up since 2025 could be largely depleted within four months if current draw rates persist. This development has significant implications for the global oil market, particularly in the context of ongoing geopolitical tensions.