I decided to make a thread dedicated to real-time indicators of oil demand. Though a lot of sources have been around for some time now, some didn't make anything publicly available up until COVID-19.

Let's have a look at what can be gauged, shall we?

Seatbelts on, plz. #OOTT
These are the Mobility Trend Reports by Apple. The break it down into three categories that reveal a lot about change in behavior, as you can see. More people are driving cars now in order to maintain social distance by avoid the bus and train.

https://www.apple.com/covid19/mobility
Stockholm-based FlightRadar24 posts daily stats of how many flights are in session on a daily basis along with moving weekly averages; broken down into commercial traffic and total traffic.

https://www.flightradar24.com/data/statistics 
NASA has kept daily snapshots of Nitrogen Dioxide (NO2) emissions since 2004. NO2 emissions are a result of burning fuel from vehicles, power plants and industry.

Left-to-Right: Feb 15, March 15, April 15, May 14.

NO2 concentrations are in red.

https://gs614-avdc1-pz.gsfc.nasa.gov/Data2/NO2Total/global_1440x720/daily/Jpeg/
Restaurant table bookings are becoming interesting to watch as nations worldwide and US states now begin to ease some lockdowns. People want to meet up and dine out. They'll drive there (gasoline), and trucks (diesel) will deliver food to the restaurants.

https://www.opentable.com/state-of-industry
Apple is good and all, but as a high-end brand, I don't think their data would be as accurate as if one were to include Android as well, especially in countries where population can't afford iPhones. Therefore, Citymapper looks legit. A good alternative.

https://citymapper.com/cmi 
Back to flights again, the US Transportation Security Administration (TSA) posts daily stats of how many passengers they screen. A pretty good indicator of jet fuel consumption. It used to be 8 million barrels per day pre-COVID, worldwide.

https://www.tsa.gov/coronavirus/passenger-throughput
The all-knowing Google has a very thorough check on the pulse of the world at all times, and are therefore able to give us a detailed breakdown of how things look across many areas.

https://www.google.com/covid19/mobility/
How about a more granular breakdown of driven road miles across the US? The yellow areas show you just how much lower they are whereas the dark areas show that it's closer to 0%. It's delayed by 5 or so days, but it's amazing nonetheless. January=baseline

https://www.streetlightdata.com/VMT-monitor-by-county/#emergency-map-response
It's one thing to see numbers and graphs, but to get a better visual appreciation, it's nice to see the roads and squares as well. There are many great webcam sites, but these two serve the purpose well.

https://www.weatherbug.com/traffic-cam/ 

https://www.skylinewebcams.com/ 
I don't live in the US, but I envy fuel prices there even as they rise because it's still way cheaper than what we pay here in Europe. For that, I turn to GasBuddy. The prices seem to be crowdsourced via their mobile app; installed on millions of phones.

http://fuelinsights.gasbuddy.com/Charts 
Some places are more difficult to get insight out of due to Internet censorship, but there are tourists such as these in China who publish videos on SnapChat that help us confirm the charts. More people driving, far less riding the bus.

https://map.snapchat.com/ 
And then we have the most talked-about data source for vehicular traffic, and that would be TomTom. Their data truly is global, and collected around the clock past several years. We get clear insight into YoY traffic congestion.

https://www.tomtom.com/en_gb/traffic-index/

https://docs.google.com/spreadsheets/d/1HhzJb-ECT1tNG6TIWIZO5rQ_Aj-h1LaiVwUGjuH08o4/edit?usp=sharing
I now end this thread with my list of oil bookmarks which I hope you'll find useful/interesting. If you have anything new which I don't have on the list, please share and let's have a look!

Drive safely, folks! #OOTT

https://docs.google.com/document/d/1Pq1tZVgUfz5a2-ngAj9yccQf1JfGdeQp0J1N0HdEkiE/edit?usp=sharing
Glad so many enjoyed this thread. I'll keep updating my bookmarks but do encourage y'all to share me anything of general interest and I'll add them to the list.

Thanks again and wishing all a safe & sane week ahead!
You can follow @Samir_Madani.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled: