Demand Destruction Beats Supply Shocks, Oil Bulls Warned
🔥Goldman Sachs to Oil Bulls: Demand Destruction Wins — Supply Shocks Cancelled 🩸I added red text + oval for emphasis. 💠Demand destruction could be much larger than any of these estimates — especially in a global recession. Remember: Demand is one thing. Consumption is another.
Trump's Oil Export Push Could Spike Gas, Diesel Prices
Trump talks about all the oil and exports. What will the inventories do to gas snd diesel prices? And in turn, supply chains.
Rosneft CEO: No Nation Can Swiftly Replace Lost Oil
ST PETERSBURG, June 5 (Reuters) - No country, including the United States, is able to quickly replace oil supply lost due to the crisis in the Middle East, Rosneft Chief Executive Igor Sechin said on Friday.
Urban Mining Needed as Copper Demand Outpaces Supply
🪱 Bringing Copper Home — Red Metals’ debut today TLDR; Copper is the workhorse of electrifying everything. We need to refine more copper in the next 25 years than in all of human history. FastCompany: “The world faces a looming copper shortage:...
Slow Inventory Draw Signals Weakening Economy, Not Bullish Demand
Demand destruction isn’t a solution. It’s a warning @glen_downs1 If inventories aren’t drawing as fast as expected, it may mean the economy is weakening fast enough to offset part of the shortage. That’s not bullish. It’s a different kind of problem. #OOTT...
All Signs Bullish? Narrative Ignores Reality
🩸How do you separate reality from narrative? The Narrative: 💠SPR fill = bullish 💠SPR withdrawal = also bullish ⚡️SPR going up = bullish ...
Trump’s Iran War Pushes US Oil Stocks to 20‑year Low
STOCKPILING: Trump’s Iran war has driven US oil stocks to their lowest level in two decades as his administration drains stockpiles to contain surging prices and exporters capitalise on the drop in Middle Eastern supply. by @JamieSmythF FT 👉https://t.co/ofiW8LdvtB https://t.co/HZsHVB0rtE
April Manganese Ore Prices Surge on Tight Indian Supply
Moil raised April manganese ore prices as tight Indian supply and restricted imports lifted feedstock costs. https://www.metalnomist.com/2026/06/moil-moil-manganese-ore-prices-rose.html
China’s Crude Imports Drop After Cheap Russian‑Iranian Stockpile
Why are China's crude imports falling? Because it bought so much discounted Russian and Iranian oil early in the Hormuz crisis Why buy expensive oil today when it can draw the cheap oil it bought a few months ago? #China #Oil #CrudeOil #Refining...
Half‑capacity Gulf Limits Price Surge, No New Highs
I first put out this chart on March 19 when markets were in full panic mode. The point was that the Persian Gulf operating at half capacity implied a rise in prices of 60-80 percent. We're at 60 percent now,...
OPEC+ Signals Keep Prices High, Blurring Guidance and Manipulation
Remember all the years that OPEC/OPEC+ was accused of trying to "jawbone" prices higher? Now imagine if the producer group had spent three months signalling an “imminent” production cut deal without actually signing one -- and yet, prices remained elevated...
War on Iran Fuels Oil Surge to $94
Crude oil (WTI) jumped to $94 a barrel today. US-Israeli war on Iran is WREAKING HAVOC and SUPERCHARGING A COMMODITIES SUPERCYCLE. https://t.co/a0VHfTkeWB
Uranium Stocks Surge as U.S. Enrichment Capacity Expands
$URG Daily. Ur Energy up big on news they will significantly expand uranium enrichment capacity in the U.S.. Other uranium miners rallying in sympathy. Sector been quiet but waking up https://t.co/aDH2W8ZIiJ
Russia's Crude Exports Surge Amid Ukrainian Refinery Attacks
Russia is exporting the most crude since its invasion of Ukraine back in 2022 as Kyiv's record attacks on its neighbor's oil refineries force more barrels into the global market (Moscow is having a problem with refined product supply but...
Brent Volatility Spikes Amid Geopolitics, Outpacing Fundamentals
Since March, Brent crude oil prices have been very volatile with daily price changes ranging from +10% to -15% because of the back and forth with: Shooting or no shooting? Deal or no deal? Hormuz open or closed? Negotiating or...