Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Nearby Brent Crude Oil Futures made a new closing high today. Up 59% since the war began. https://t.co/659nwQCHcc
Gas prices in Europe are running 50-70% above normal, and the Qatar LNG facility attack hit infrastructure will take decades to rebuild. @8eanmurray from @fuseenergy says markets are pricing this as a blip. He thinks they're wrong. @Steven_Ehrlich @bitsandbips https://t.co/DwMsHVSFmY
Feels to me like the effects of Ukrainian attacks on Russian oil and diesel export capacity is underappreciated by the market.
Markets are disconnected from the physical reality of the Iran War energy crisis, writes @Nadav_Eyal Oil is not clearing but markets are being held together by misleading narratives Once reality is understood, markets will panic.
Food cost will increase 60-100% because of the fertilizer crisis Right now it’s a cost problem. Within weeks, it becomes a supply problem. Within months, it becomes a yield problem. https://t.co/2wsjnUcnaH #EnergyCrisis #FoodSecurity #Fertilizer #Inflation #Geopolitics
The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace. #aluminum #iranwar #geopolitics https://t.co/qO2ERCGHMN
Gold and Silver Paradigm everyone is ignoring; The correlation that everyone trades on—Oil up, Gold down—just got deleted. And if you don't understand what happens when Gold stops caring about yields, you're about to miss the biggest move of Q2.
New at THE OVERSHOOT: Russia's Iran War Windfall in Perspective https://t.co/YgLaalkQxU As long as financial sanctions and export controls remain in place, the aggressor's gains from higher oil and gas prices will be limited. https://t.co/MWwrDIs9pR
It’s official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it’s a natural lag in the macro setup. Be mindful of the social and political consequences...
The Iran war has crippled Middle East production/shipments of fertilitizer and upstream inputs, threatening global food supplies. That could be bad for rich countries - and disastrous for poor ones. https://t.co/YLuPd0NrWM https://t.co/FPLfLjAOYy
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
Hey @PeterSchiff I am giving it a 75% probability that this week's low or maybe slightly lower will be the low for Gold for years to come https://t.co/tXbWvueWh7
This week, New Orleans granular urea prices, the most common nitrogen fertilizer, spiked to their HIGHEST LEVEL since September 2022. THIS HITS FARMERS HARD. It comes right before the spring planting season. FARMERS CAN SEND THE BILL TO TRUMP & NETANYAHU. https://t.co/5Kv6ZSVIjM
🇺🇸🇨🇳At the White House on Friday, Trump said: “American soybeans are now being shipped to China in record amounts.” Unless something unexpectedly changes, 2025/26 U.S. soybean exports to China are on track to be: ▪️a 19-year low ▪️down 58% from the five-year average...
Decent odds we see some export bans for key commodities where India can move global prices (eg rice, sugar)
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
European governments are keen for traders to make an early start refilling severely depleted storage tanks But the gap between summer and winter gas prices is telling them to wait. For now, traders say they are largely staying on the sidelines...
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
Oil may spike in 2026—but that’s not a new bull market. In a debt-heavy, fragile system, high prices don’t fuel growth—they crush it. This looks more like a spike that kills demand than a cycle that sustains it. LINK👇 https://t.co/kmq5wrQnHw #Oil #EnergyCrisis #Macro #Geopolitics #OilMarkets
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
We are just weeks from major disruptions to mining, EVs, and all such things due to Helium and Sulfur shortages It is not the end of the world, but it will likely end the business cycle unless solved within 7-10 days...
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
We've created a new map, which tracks the estimated cost per mile for buying diesel, depending on where you purchase fuel. https://t.co/JKDNneabWc
“Every $0.10 rise in the price per gallon means over $12bn of additional spending on gasoline versus 2025” - JPM
You know the oil market is in a healthy position when I keep getting questions along the lines of "but what if we just drew every global stock/inventory to zero, how long would that buy us?"
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
Soybean's $12 Ceiling Alongside $120 Crude Oil - It may take some combination of WTI crude oil staying above $100 a barrel, a poor Brazilian crop and a Corn Belt drought for soybeans to stay above $12 a bushel. Alongside...
March Selling When They're Yelling in Grains - A takeaway from the March 24-25 Bloomberg Farm, Food & Fuel Summit in Kansas City was that many Corn Belt grain producers used recent price increases to hedge. Corn and soybean futures...
The Dollar and Oil are Bid: The dollar and oil remain firm. The market has a had muted reaction to President Trump’s announcement late yesterday that it will extend its pledge not to strike Iran’s energy infrastructure for ten days...
Gm, oil watchers Brent crude back above $110 this morning because—and stop me if you’ve heard this one—the Strait of Hormuz remains shut and the world oil market is losing 15 million barrels every day that remains true https://t.co/jg4V9IlWhv
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters. Full Newsletter: https://t.co/HA7AqLgHqP...
So weird anyone is surprised by this. Time and time again, gold falls at the peak of a liquidity/financial crisis because people liquidate emergency supplies. Note Turkey. But then usually corrects higher once things stabilise (especially if Cbanks flood the...
China is cutting LNG purchases as the Middle East conflict boosts prices 🇨🇳🚢 📉 March imports are poised to fall to lowest level in 8 years ⚠️ Instead of LNG, China is turning to domestic/pipeline gas. This will help free up supply...
Alert Warning ‼️🚨 TrafficSA has advised motorists to check the price before just pouring diesel into your vehicle. R33.30 a litre is just insane. 🤯 We need to advise each other about prices at petrol stations so we do not fall victim...
April 1st is judgment day for your fuel tank. The government just slashed Budi 95 quotas by 33% and put diesel on a leash. Are you ready for the RM1.99 squeeze? TLDR List: 1. RON95 quota slashed. 2. Gig workers protected. 3. Diesel limits enforced. 4....
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
The complexity, uncertainty and fluidity of the Iran war’s impact on oil markets have made it increasingly challenging to compress analysis into 45-second soundbites in 5-7 minute TV interviews — though I’ve done my best over the past 4 weeks. So...
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
WTI comparative inventory reflected supply urgency over fundamentals CI increased 9.5 mmb but price rose $4.22 week ending March 20 $96.07 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Headlines & tweets about talks & deals are NOISE at this point THE SIGNAL is rationing, price spikes, policy interventions, & rising stress in import-dependent economies We're in the early stage of CONTAGION This time it's not a novel virus It's a heart attack...
This is not a normal supply shock—it’s a systemic break, writes @Rory_Johnston You don’t replace Hormuz with bypass pipelines, SPR releases & sanction waivers You either reopen it—or break the system Markets are betting on a quick fix—but reality says otherwise. https://t.co/J4ZbSY2K9u #Oil #Hormuz...
Time is irreversible damage Trump has kicked the can till April 6 11 more days of disruption = 120MM additional barrels shut in ==>cumulative losses ~400MM, notes @ericnuttall That’s how a “temporary” disruption becomes a lasting supply shock. #Oil #Hormuz #SupplyShock #EnergyCrisis #Inventories...
Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm https://t.co/pnn7NiguUr
ING expects tight copper and aluminium supply to support prices into 2026 amid tariffs, weak mine output, and power constraints. https://www.metalnomist.com/2026/03/tight-copper-and-aluminium-supply-keeps.html
Gold seen well above $6,000 by year-end despite recent struggles, Wells Fargo says $GLD @seekingalpha https://t.co/aUuFstZJDx
four weeks in, iran continues to export oil through the strait of hormuz. 1.5 million barrels a day, at significantly higher prices than before the war.
