US Crude Oil $80 Threshold & Macro Workbench WTI < $80

Grounded in @KobeissiLetter alert: WTI broken below $80.00 support for first time since August 10th.
WTI SPOT CRUDE $79.45 -$0.55 vs $80 Baseline
HEADLINE CPI DELTA -0.18% 6.8% Energy Weight
RETAIL PUMP (PROJ) $3.38 -$0.07/gal pass-through
3:2:1 CRACK SPREAD $24.23 Blended Refiner Margin
AIRLINE MARGIN DELTA +85 bps Fuel Expense Relief
E&P FCF SHIFT -7.4% Upstream Cash Flow
Stress Test Controls
WTI Spot Price ($/bbl) $79.45
OPEC+ Quota Shift (mbpd) +0.0 mbpd
US Refinery Utilization 91.5%
Macro Scenarios
DOE SPR Buyback Window
Target: $72.00 - $79.00/bbl
ACTIVE_ZONE
WTI Historical Trend & Support Breach ($80.00 Floor) Baseline Date: Aug 10, 2026
Sector Margin Transmission
Sector Key Driver Impact
3:2:1 Refining Crack Breakdown
Component Formula / Input Value ($/bbl)
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