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
Yes. This has been my model for a decade. Oil is approaching peak demand. Perhaps 2030. Natural gas demand will continue to grow well beyond oil.
Trump Iran talks revived Strait of Hormuz oil flow fears and pushed global energy prices higher. https://www.metalnomist.com/2026/03/trump-iran-talks-put-strait-of-hormuz.html
Australia is RUNNING OUT OF FUEL. As the Strait of Hormuz remains disrupted, hundreds of gas stations across the country are running dry. THE GAS STATIONS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/9LMx4BprMq
Gas prices in China jumped 20% since the war in Iran began. This is big. It affects 300 million drivers. CHAIRMAN XI SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/5AEwfc2iWb
🇨🇦The ongoing Hormuz crisis presents a historic opportunity for Canada’s oil and LNG industries. 🇨🇦This is the moment. If we miss it, there may not be another. 👇👇👇 Daily Energy Report Link: https://t.co/9c26JYBjru
SPR releases are a rounding error against a 10–17 mb/d disruption, says @ericnuttall Paper oil is still pretending everything’s fine. Even if this ends tomorrow, you’re left with a $10+ security premium Damaged infrastructure takes years, not weeks to recover This is a...
What Trump and the IEA Missed About the Oil Market: Relief Does Not Work When Markets Are in Panic Mode Daily Energy Report https://t.co/9c26JYBjru
Kazakhstan's oil exports recovered: What are the implications for OPEC+ and the oil market? (SEE CHART) DAILY ENERGY REPORT https://t.co/3Iw9dtfnRU
The White House is (truly) winning the oil jawboning battle against Tehran — still to be seen if Trump would win the physical oil market war. But to see Brent trading at sub-$100 a barrel (and WTI below $90) after...
Europe will soon face the same kind of fuel supply disruptions as Asia due to the war in Iran, says Shell’s CEO 🇪🇺 ⚠️ “If you look through the slate, jet fuel is already being impacted. Diesel will be next...
I’m asked frequently about whether governments are intervening in futures markets already, and I have no idea nor have I seen any evidence. But, if they are and if Hormuz remains shut, it’ll only work for a bit longer before physical...
No judgment. We’re all dealing with the Iran War oil market in our own way.
As a result of the US-Israeli war in Iran, ALUMINUM prices are UP 12-40% THROUGHOUT THE WORLD. The world’s biggest carmakers are reportedly “panic buying.” CARMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/yRInvBpEdm
$GLD trading at 411 AH on the 30day ceasefire news-- should be interesting day tomorrow if it holds to be true https://t.co/0vrW5jToHm
Three big picture observations about the oil surplus (petrodollars/ petroeuros/ petroequities are all downstream of this) pre Hormuz A) The oil surplus is modest relative to the surplus in Asia. Chinese state banks and offshore deposits of Chinese exporters are...
Soaring oil prices, tight WCS differentials, and a lagging Loonie is a fantastic combination for Canadian oil producers.
Physical gold down 10 straight days... a record... but $GLD was up today by 0.03% @stockcharts https://t.co/VFPXaVWobA
I've been describing the Hormuz crisis as a detonation in spacetime. It hit spot crude markets in the Middle East and refined products markets in Asia first. Then the shockwave travels further through time down the delivery curve, and out geographically toward...
The trouble with looking at the current Hormuz crisis through the lens of which countries have historically imported the volumes is that all of these countries will now be rabidly bidding for all the other barrels. A barrel of oil lost...
Even after assuming the release of global oil stockpiles (which can not be sustained), the world is still short over 6 million barrels of oil per day, @Rory_Johnston finds https://t.co/pZBkSir3aa
$BTU Daily. $39 looks like the level to hold above for Peabody, as coal plays are strong across the board today with sound technical charts to boot. https://t.co/n2Llt8kZcs
"$5 Diesel is Crushing Truckers. It Will Soon Be Felt Across the Economy." https://t.co/u6Z4qcVLci https://t.co/m3UrTU1L2r
Helpful timeline info from @Amena__Bakr on restart timelines for shut-in production. At lest count Kuwait had already shut in 1.6 MMbpd of production (likely higher by now), roughly 30 million barrels unproduced by end-March. Let's be generous and use 3 months from...
Update: 10y UST yields (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first? Let's watch. https://t.co/ixdOHnatCg
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.
There's a scramble to look for more fertilizer production & stockpiles. When it comes to Nitrogen fertilizer, "it simply does not exist." - @JLinvilleFert Apple 🔊https://t.co/cMO23J6a4g Spotify📽️ https://t.co/CX48AK9HEc YouTube📽️ https://t.co/qx5Od1DJd1 https://t.co/cSMed2AreF
🇧🇷Through the third week of March, Brazil's average daily soybean export rate was 18% lower than the average daily rate during the full March last year. Brazil shipped 14.7 mmt of soybeans in March 2025, a record for the month. Feb...
Short video update on $WTI #Oil Market Chaos Deepens as Volatility Signals Possible Trend Reversal https://t.co/GWWJ9vTTrK https://t.co/RpKMSg65g7
WTI price and oil volatility From inverse correlation to systemic risk regime April 2025 - April 2026 #WTI #OilVolatility #OilMarkets #CrudeOil #Tariffs #Trump #Iran #Geopolitics #Macro #EnergyMarkets https://t.co/LIBfuivKbw
Gold: time to step in. Gundlach shares the same view. Two ideas I like here: https://t.co/YjKShRTMiy https://t.co/IXZHUSswpm
Trump’s war in Iran is putting extreme pressure on global oil supplies, driving up crude prices that now may stay higher for longer. My @morningjoe Chart
$8T+ Oil & Gas market. Goldman sees $115 crude. When prices rise, cash flow explodes across the energy stack. Here’s who wins 👇 Oil demand >104M bpd. Gas >4.2T m³. Supply stays tight while LNG demand grows. Goldman’s near-term price targets show...
Rising gas prices caused by the war are already hurting Americans’ bottom line — in both expensive and affordable states. On average, Americans are paying almost $1 more per gallon than they were last month. My @morningjoe e Chart
Check out this edition of the Art of Supply newsletter for a deep dive into the supply and cost dynamics of the coffee supply chain. ☕ https://t.co/JyZWYKIpxp
Sulphur prices now up 40% since before the Iran War Unlike oil, the sulphur market was already in severe deficit https://t.co/gMiE3tcho5
Asking for a friend ... how high did gas prices climb under Joe Biden? https://t.co/sCX5DwSKWz
People think high oil prices will be good for oil companies. Exxon expected to lose $5billion/yr based on Middle East damage so far. Shell's Pearl GTL will be shut for a year. Exxon gets 20% of its oil & gas...
Silver prices find new floor around $70 an ounce #energysky -- via pv magazine usa: https://t.co/uxezjzwLQq
gold bullion just pulled back to the 200-day moving average, which is the first pullback to the 200-day in 2.5 years... https://t.co/dwiNknUEwy
Is the Strait of Hormuz still closed and will the global oil industry drain down ~15 million barrels of petroleum stocks outside the Middle East today alone because of it? https://t.co/YQqTHgKaN9
I talked to @kairyssdal on @Marketplace yesterday about the latest developments in oil and what to make of the latest switcheroo in the conflict with Iran. I don't think this conflict is over by a long shot, so I doubt...
A Tactical Traders Delight May Be Just Getting Started - 2026 - Gold, silver, copper, the S&P 500, Bitcoin and US natural gas have turned 1Q gains into declines. How sustainable are the pumps-then-dumps? Crude oil may be next. That...
Why the war in the Middle East will have long term impacts on energy prices and our energy security. I talked to TRT World last night. https://t.co/Tia1QYZDBJ
The oil price is a combination of two things: (i) a physical shortage of oil in the here and now; and (ii) expectations for how long this conflict lasts. The latter channel is by far the more important one in...
Gasoline, Diesel Price Surges May Mirror 2008, 2022 - US average gasoline and diesel prices have approached the $4 and $5 a gallon thresholds, raising the prospect of greater consumer and economic stress -- and peaks akin to 2008 and...
"Petrochemical Shutdowns Spark Industry Shock, Asian Markets Plunge: Naphtha shortages force South Korea, Japan plant halts as Asian stocks crash amid supply fears" https://t.co/SZ6pwkCiSi https://t.co/se32khyggJ
Will bargain buyers come into silver before month end? Last April we saw similar correction before silver went for $100 run. https://t.co/8s8UPSrWxJ
GS: Increasing Evidence of Oil Demand Destruction, Especially in Asia and for Jet Fuel https://t.co/ZXj2aGuaMX
African export restrictions on battery metals are a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies https://t.co/yoI9r6fpaN
