Europe Faces $32 B Extra Energy Costs From US‑Israel War
Since the start of the US-Israeli war on Iran, European countries have been forced to pay $32 BILLION MORE for oil and gas imports, according to the European Commission US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/KypyJy56DS
War‑driven Urea Loss Fuels Food Price Surge
Wars are inflationary... Urea output lost translates to higher food prices. And this is even before factoring in the full impact of rising fertilizer and plastics prices.
Buy XRP Now Before Premium Mirrors Gold
Gold spot is $4,500. Physical gold costs over $5,000. XRP could follow the same pattern post appreciation. Institutional demand absorbs available supply and retail gets locked out or pays a steep premium for the bearer asset. If you want XRP itself...
Oil ETF Hits Multi‑year High, Signaling Market Shift
"As we're sitting here today $OIH made a new multi-year high. It's pulled back a little bit. Now we're sort of flirting with unchanged on the day... I think that is sniffing something out." 🛢️ @GuyAdami on crude oil & the...
US SPR Release Ramps Up to Over 1 MMbpd
US SPR release finally picking up to >1 MMbpd. That's more like a proper crisis release (er, exchange)
Hormuz Closure Sparks Unpriced Supply Shock, Markets Stagnant
the Hormuz has been closed for 58 days with no end in sight, and even if there was one, it would take 6 months to clear the mines while insurance companies stay risk-off. Supply shocks are still not priced in....
US Oil Inventories Projected Near Exhaustion by July
HFI says US inventories will be near exhaustion by July @zoomer_tate That seems extreme but at least it gives you a credible bookend. 🔽 https://t.co/XwXKnVS8xs #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/BNUOtTqd7L
Brent Futures Hit Highest Since Ceasefire Announcement
Brent crude prompt (June) futures currently at their highest level since the ceasefire was announced. https://t.co/f85nQG5DVC
Renewables Rise as Fossil Fuels Continue Declining
EIA: Renewables expect continued growth while fossil fuels decline #energysky -- via Solar Power World: https://t.co/pdy79Sqisv
Diplomacy Stalls, Investors Hold Off on Bullish Oil Bets
U.S./Iran diplomacy makes funds wary of adding bullish oil positions Investors made no significant changes to their positions across crude oil and refined fuels last week as indirect diplomatic negotiations between the United States and Iran continued but appeared to make...
Sulphuric Acid Surge Drives Copper Treatment Charge Decline
Fastmarkets’ latest assessment of copper concentrate treatment charges (TCs) is MINUS $107.30/t (-2.1% week-on-week), citing recent elevated sulphuric acid prices as the key reason for the persistent declines in treatment and refining charges. Smelters are getting bumper revenues from selling...
Oil Prices Stay Low Until Deficit Triggers Spike
Oil prices can't be whatever people think they should be Hormuz risk is real, but inventories are still above the 5-year average. No deficit, no urgency. When stocks flip to deficit— that’s when price moves to $120 or $150 Markets are cheap. #OilMarkets #Commodities #Energy https://t.co/Nlwrz0GhBW
War Drives Brent Futures to New 2026 High
What is the long-term impact of this war? A good measure might be to look at deferred futures contracts. The blue line is the December 2026 Brent Crude Oil Futures contract. It made a new high today, holding its uptrend, and up...
Market Underestimates Oil Disruption, Companies Scramble, Blockade Benefits All
Yergin on oil price and his energy conference: - Market is underpricing oil disruption - Oil companies scrambling to figure out how to unlock supply (ie they think it’s not a quick fix) - Believes that both sides think the blockade of...
Oil Prices Set to Remain Above Pre‑Conflict Levels
SLB on their call Friday, echoed part of my positive case on oil and gas even after the war ends and the Strait fully reopens. On what they see from here and “how we expect the market to evolve as...
Europe Saw Record Negative EV Charging Prices This Weekend
Great times to charge your EV up in Europe over the past weekend, record negative prices (up to -0.48€/kWh) https://t.co/TDNVn5LQjN
Export Controls Spike US Gas, Favor International Oil Stocks
What if Trump reinstates oil export controls before the midterms? Gas prices are going vertical, the Iran War is unpopular and Republican midterm odds are falling. The surest way to lower prices at the pump is to keep more barrels at...
U.S. Gas Prices Plunge While Europe Soars
CHART OF THE DAY: A favourite chart whenever the price of natural gas in Europe and Asia rises. Meanwhile, in West Texas the price goes deeply negative, reaching a record low of nearly -$10 per mBtu over the weekend (so...
Iran Conflict Threatens Global Markets via Hormuz
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── Wait, missing limit. Correct: Wait, still missing. The system cut it, but to fix, I need to include limit.Again, the response had only 3, perhaps the default is 3, so I must specify limit. Looking at the...
Hormuz Closure Sparks California Energy Crunch
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Full Newsletter: #iranwar #crudeoil #geopolitics https://t.co/wXUuhw5ng7
Gold‑Crude Divergence at 44: Cue for Copper, Stocks
Gold's Breakdown vs. Crude May Guide Copper, Stocks Volatility in gold and crude oil has never surged at a similar pace as in 2026 without spilling into the stock market, with implications for most markets. My graphic depicts crude's price pump...
Goldman, Citi Lift Oil Price Forecasts to $90‑$110
Goldman and Citi strategists are boosting their oil forecasts again. GS now sees brent averaging $90 a barrel in Q4. Citi's Layton just raised his base case average price forecasts to $110/95/80/bbl for 2Q/3Q/4Q 2026, respectively, from $95/80/75/bbl. https://t.co/hI2hYmRVx1
EQ Resources Secures Traxys Tungsten Deal Amid Price Surge
EQ Resources signs Traxys tungsten offtake deal as APT prices surge on tight supply. https://www.metalnomist.com/2026/04/tungsten-offtake-deal-strengthens-eq.html
Speculators Anticipate Desperate News to Drop Brent
🙈Tomorrow morning, right before US markets open — what’s the desperate news they’re releasing to drive Brent back down to the mid-$90s? Any Guess?
Energy Futures Edge Up 2.5% Amid Low Conviction
After weeks of turmoil, energy markets barely moved Just a modest 2.5% weekly gain Limited positioning changes across WTI, Brent, & refined fuel product futures. Volatility is high, but conviction is low. #OilMarkets #Commodities #Energy
Geopolitics and Permitting Delays Push NA Solar Prices Up
Permitting headwinds, geopolitics drive North American solar PPA prices higher in Q1 #energysky -- via pv magazine global: https://t.co/pdbrb8yhcS
War on Iran Squeezes Oil, Singapore Refineries Under Half Capacity
As the US-Israeli war on Iran drags on, crude oil supplies are squeezed, and refineries in Singapore are operating BELOW HALF of their capacity. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/g0FagiJrSv
Oil Prices Climb as Hormuz Blockade Persists
#Oil rises as Hormuz stays shut for 3rd month after talks stall. A ceasefire has mostly held in place since early April, but a blockade of the Strait of Hormuz has made the key energy chokepoint virtually impassable. https://t.co/RM5epjYMNh https://t.co/rB4WeDZmel
Hormuz Blockade Fuels Global Refining Crisis Amid Policy Missteps
No quick or easy answers to the global refining crisis as Hormuz blockade continues - Physical damage to facilities in Gulf & Russia - Insufficient price rises for full demand response - Export bans, tax cuts & other counterproductive govt policies @TheNationalNews @QamarEnergy...
White House to Subsidize Farmers Using Tariff Revenue
"Phosphate tariffs raised fertilizer costs by an estimated $6.9 billion for American farmers. Now the White House wants to fix the impact with subsidies funded by the tariff revenue, recycling revenue instead of removing the original trade barriers" @clark_packard https://t.co/TCWYvmFFVo
US NatGas Stocks Up 13 BCF, Prices Slip to $2.77
U.S natural gas comparative rose 13 bcf to a surplus of 103 bcf week ending April 17 Spot price fell $0.08 to $2.77 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/Nhnr9dgPa6
Refined Product Prices Surge, Gap with Crude Hits Record
GS: The Gap Between Refined Product Prices and Crude Prices Is Record Large 'record large' ... good phrase.. using that https://t.co/TpdQfUMb7r
Aluminum Market Hits Point of No Return, 2M‑Ton Deficit
With around 9% of global supply tied to the Gulf, JPMorgan warns the aluminum market is entering a “point of no return". A 2-million-ton world deficit is forming. COMMODITY MARKETS = ENTERING A SUPER CYCLE. https://t.co/WOePJGzW7p
Goldman Sachs Spots Upside Risks to $90
GS: Net Upside Risks to Our Brent Forecast of $90 in 2026Q4, Which Is Above Market Pricing https://t.co/XJuQAU1kbl
US NatGas Futures Slip to $2.52, Further Decline Expected
U.S. natural gas futures price fell $0.15 from $2.67 to $2.52 for the week ending April 24 Price is likely to fall on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/hEDoW0nq6u
Oil Forecast Rise Signals 3.4% Headline PCE Inflation
GS: Our Commodities Strategists Have Just Raised Their Oil Price Forecast, and We Now Expect Year-over-year Headline PCE Inflation to Stand at 3.4% and Core PCE Inflation at 2.6% in December 2026 https://t.co/JgB1CnXmdx
Iberian Peninsula Sees Record Q1 Negative Power Prices
Negative power prices all-time high on the Iberian Peninsula in Q1 #energysky -- via pv magazine global: https://t.co/vjD6PpvY4D
U.S.-Israeli Conflict Fuels Growing Asian Oil Desperation
Thanks to the U.S.-Israeli war on Iran, Asia is desperate for oil. AND THEY ARE GOING TO BECOME MORE DESPERATE. https://t.co/28Pmq8UCyZ
Gold Jumps 19%; Bulls Confront Key Resistance
Gold Price Forecast: XAU/USD Surges 19%—Bulls Face Major Resistance Test https://t.co/M9nTCD7Znk $XAUUSD Weekly Chart https://t.co/SrzmPBhDwC
Market Predicts US Gas Hitting $5 This Year
How high will US gas prices get this year? The market says $5.00 @kalshi https://t.co/6iN7z5X7oB https://t.co/iVU1a4Krzb
2026 Energy Surge Likely
Just a Short Cleansing Range Trade in Energy Prices? The enduring lesson of weak underlying-commodity price performance vs. producer equities is playing out in 2026. The question is whether it's a normal rotation lower or start of sustained higher prices. My...
Blockade Won’t Push Oil Past $150, Here’s Why
I did a live stream yesterday covering the ins and outs of the blockade and closure of the Strait. Single biggest question - as long as the blockade lasts - is how high oil prices go from here. I go...
Chemicals Bottleneck Triggers Massive Price Hikes Ahead
Lots of attention (rightfully so) focused on all that oil stuck in the SoH. But there's massive amounts of chems stuck as well. And even if the strait opens tomorrow, these ships will be the last to pass. Listen to what...
Dated Brent Falls to Futures, Disproving Manipulation Myth
I hear endless stories that the futures market is manipulated. It's an urban legend. Easiest way to debunk this is to look at Dated Brent versus futures. The gap has closed significantly due to Dated Brent falling towards futures not...
Oil Won’t Hit $150–200; US Iran Blockade Proving Effective
Here's my discussion with @paulkrugman from March 19 where I argued oil prices won't go to $150 or $200 and recommended the US blockade Iran. It's as relevant to global oil markets today as it was back then. The blockade...
Brent Surges 60%, Fuel Shortages Hit Global Markets
This week will bring a drumbeat of physical shortage stories. Here's the deal. Brent is up 60% from before the war. That's more than 3x the rise after Russia's invasion of Ukraine. The SoH is 3x Russia's oil exports to...
Hormuz Closure Through 2026 Triggers Inflation Surge
Baker Hughes warns Hormuz to stay shut thru all of 2026 That means the global economy grinds to a halt Tighter supply → higher inflation → no rate cuts "You get massive inflation, you just get really real, real inflation spike," says financial...
German Households Pay over 30c/kWh Despite Low Spot Prices
Good Morning from Germany, where households are footing the bill for the energy transition. The benchmark 1y-ahead power price is back near €100/MWh, or 10c/kWh, even though spot prices briefly turned negative. Add 23c in charges and levies, and households...
Global Oil Inventories Near Record Lows Amid War Drawdowns
⚠️Global oil inventories are heading toward RECORD LOWS: Global visible oil inventories have fallen -255 million barrels since February 27, to 7,864 million barrels. Cumulative estimated draws since the start of the war stand at 474 million barrels.👇 https://globalmarketsinvestor.beehiiv.com/p/global-oil-inventories-are-heading-toward-an-all-time-low
U.S. Diesel Exports Surge to Record High in April
🔥After jet fuel exports reached a record high in March, U.S. diesel exports are now hitting a record high in April.