Last week's data shows WTI crude settled at $59.48, sitting right on the breakeven point of the marginal production curve through December 5th. What's more interesting? The comparative inventory gap widened significantly—from a deficit of 11.5 million barrels to 17.7 million barrels. That's a notable swing in supply dynamics. The tightening inventory picture against stable spot pricing suggests producers might be recalibrating their output strategies heading into year-end.