Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Yes...we do get something from the Persian Gulf. 8% of US imports come from the Middle East. More importantly, when you lose Middle East oil, all other oil goes up in price and demand.
Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse...
Distinguished economist & commodity market guru Jeff Currie on the OIL SHOCK caused by Trump & Netanyahu's war in Iran: "It is the largest shock the oil markets have ever seen in their history... [It is] the culmination of ‘73 and...
JUST IN: China recorded one of the largest ever increases in crude oil stockpiles in 2025
Distinguished economist & commodity market guru Jeff Currie on oil supply and demand: "Once we exhaust our ability to draw down inventories [in] mid to late April... demand has to come crashing down in line with supply. The key question is...
Gas prices in the US have moved up to $4.12 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.12/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/e3t0Md56BN
A ceasefire is coming. Two things will get repriced quickly when that happens. Oil futures will tumble and the Dollar will fall sharply. The latter is up on safe haven inflows to the US. All those inflows will unwind very...
From the Bloomberg article on “Saudi Arabia rais[ing] the price of its main oil grade to Asia to a record high premium.” This price development coincides with more Asian governments worrying about physical energy supplies—marking part of what I’ve termed "Phase...
Do NOT be fooled by those calculations. They are statistically biased and ignore many factors. The net is a loss. Will cover the details in today's Daily Energy Report. https://t.co/pVftS4kIhA
🚨 JUST IN Saudi Arabia has just increased its official oil selling price to a record high of $19.5/barrel. Inflation in Asia is about to skyrocket. https://t.co/dtEBhiWdgT
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Worthy Reversion Spark? Stocks vs. Gold, GDP, Crude Mean reversion can be profound when it's from historical extremes, and the relationship between crude oil and gold may suggest a reverse wealth effect that defines 2026. The roughly 86x January high in...
Is the commodity exchange model broken? When physical markets and paper prices tell completely different stories – in oil, metals and beyond – it raises a fundamental question: are exchanges still discovering prices, or distorting them? In this article I...
OIL: down -2% after inflating +58% in the last month, but Tourists will trade it as "bullish for stocks" (for now) https://t.co/uZ7JAkPj9u
Saudi Arabia has increased its official selling price (OSP) to a record high. The state-owned Saudi oil giant told refineries in Asian it would charge a premium of $19.5 a barrel over the regional benchmark for sales of its flagship...
