Gold Jumps 19%, Bulls Eye Key Resistance
Gold Price Short-term Outlook: XAU/USD Surges 19% - Bulls Test Key Resistance https://t.co/Vjtj8eVXWs $XAUUSD Daily & 240min Charts https://t.co/ssUIryqB5v
Strait of Hormuz Reopens, Physical Oil Prices Converge to Futures
The blockade called Iran's bluff and the reopening of the Strait of Hormuz in response is a remarkable success in very little time. Physical oil prices (white) will now converge down to futures prices (orange), a scenario most didn't think...
Global Fertilizer Shortages Will Worsen Before Easing.
Energy & fertilizer shortages will likely still become greater before they ease, with prices needing to bring down demand to the new supply levels after damage assessments. We'll likely see lower fertilizer levels globally over the coming year, although it...
Oil Dip to $60 Could Lift S&P 10%
While oil gurus and geopolitical experts were opining with confidence on the potential outcomes we said we don't know shit. Here is our DSR from 3/22. https://t.co/268Hkj6EKA Herein we just considered scenarios and how they play out in macro based...
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
Gold-Oil Ratio Soars, SPX Tied to Gold
Since Trump 2 Inauguration in January 2025: Left chart: Gold/oil ratio (red), oil (blue.) Right chart: SPX (blue); SPX priced in gold (red.) Trump keeps calling everything "golden"; maybe he's trying to tell us something🤔 https://t.co/0AihVavwpP
WTI Oil Slides Below $90, Approaching $78 Benchmark
WTI oil back below $90 and nearing the key Landman Billy Bob benchmark: $78 https://t.co/9eqlZpaiPw
Never Trust Oil Price Forecasts, They’re Always Wrong
Just to be safe I'm going to assume every time an energy analyst predicts $200/barrel oil they will be wrong for all of eternity
Eight‑Dollar Spread Signals Diverging Crude Market Narratives
WTI crude settled at $91. Brent bounced back above $99. An $8 spread between global and US benchmarks is not noise — it's signal. The crude market is telling two different stories at once. Which one do you believe? https://t.co/oQckA8E8yd
Energy Prices Slide 8‑12% Across Oil and Gas
Crude oil, refined products, natural gas down 8%-12% (yeah, yeah, I hear you: nothing is moving yet, and in the physical market diffs remain sky high, and so on and so forth...)
Gulf Oil Loss Hits Half‑billion Barrels, 900M‑barrel Cost
As of today, just more than a half billion barrels of oil that were supposed to be produced in the Gulf this year have not been thanks to the closure of Hormuz and forced shut-ins. Using the optimistic assumption that Hormuz...
Oil Prices Plunge 9% After Iran Reopens Strait of Hormuz
Oil prices tumble more than 9% as Iran declares Strait of Hormuz open: CNBC https://t.co/mYD8fplFVa
Oil Price Plunge Lifts Stocks and Bonds
Oil prices just dropped sharply in reaction to this Bloomberg headline, boosting both stock market indices and bond prices (i.e., lower yields). #economy #markets #energy #oil
LNG Prices Surge, Boosting US Exports and China's Renewables
Liquified Natural Gas (LNG) is 600x more dense than the gas when it is extracted. Prices have doubled after the war and it seems to have 2 major beneficiaries: US short term: higher demand for its LNG exports China: higher demand for...
European Power Prices Dip Below Pre‑War Levels This Week
European power prices are set to close the week below pre-war levels https://t.co/PaFKb2KO50 via @EamonFarhat https://t.co/e6n03nMxPn
Bitcoin, Copper Hit Resistance; Peaks Likely Ahead
Bitcoin $75,000, Copper $6: Last Chance to Sell or Rising Tide? The record-setting US stock market is helping underpin metals and cryptos, but copper and Bitcoin have revisited key resistance at $6 a pound and $75,000. Do these signal a broader...
Lower Power Prices Threaten Generators' Earnings, Reeves Warns
Rachel Reeves's comments raised concerns that lower power prices would hurt earnings for generators https://t.co/Bh5ZRHm2Oh
Critical 0‑90 Days Determine Food Crisis or Stagflation
The supply gap is just beginning. If a peace deal comes within days, we’re still in a critical 0–90 day window: markets could absorb the shock, fertilizer flows resume, and a global food crisis be avoided. If not, risks escalate...
South32 Bets on Copper, Zinc Amid Post‑2028 Supply Gaps
South32 is focusing on copper and zinc projects as it sees major supply gaps emerging after 2028. https://www.metalnomist.com/2026/04/south32-copper-and-zinc-project.html
Russian Oil Revenues Plunge 22% in April Despite Price Rise
MOSCOW, April 16 (Reuters) - Russian state oil and gas revenues, which account for about a quarter of budget income, are set to fall around 22% year on year in April, hit by a jump in subsidies to refineries despite...
Oil Dips on Trump's Israel‑Lebanon Ceasefire Optimism
Oil prices fall as Trump announces Israel-Lebanon ceasefire Oil prices retreated on Thursday after President Donald Trump expressed optimism about the prospect of ending the war with Iran, even as the broader energy market remained on edge over continued disruptions...
Negative Electricity Prices Resurface in France and Germany
Negative electricity prices return to France, Germany #energysky -- via pv magazine global: https://t.co/XO7eBWX6Nn https://t.co/0TW2dipTGo
US Natgas Surplus Hits 64 BCF, Prices Slip
U.S natural gas comparative rose 32 bcf to a surplus of 64 bcf week ending April 3 Spot price fell $0.05 to $2.90 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/PPiqgoaIwc
WTI Inventory Dip Triggers Price Fall Despite High Yields
WTI comparative inventory reflected supply urgency over fundamentals CI decreased 11.5 mmb and price fell $1.13 week ending April 10 $104.54 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
U.S. Inventories Plunge 11.5 MMbbl, Crude Stocks Drop
The Shock Has Hit U.S. comparative inventory fell 11.5 mmb for the week ending April 10 CI for crude oil and all product stocks fell #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/RBWGgcKlEq
Middle East Conflict Triggers First LNG Export Decline in Decade
Global LNG exports are forecast to DROP this year for the first time in over a decade 🚢⚠️ This is a big turnaround. Analysts expected supply to rise by more than 7% in 2026. But now the Middle East conflict is...
Strait of Hormuz Disruptions Could Trigger 10M B/D Oil Shortfall
Due to the logistical disruptions in the Strait of Hormuz, Wood Mackenzie estimates global markets could be short ~10M b/d. That’s roughly the scale of the demand collapse during the first year of the Covid pandemic. THE WORLD IS FACING A...
Aussie‑Dollar Gold Chart Predicts Next Big Move
The chart of Gold denominated in Aussie $ has led every move in Gold since 2002 and it is about to make another loud announcement for those who can read a chart $XAUAUD https://t.co/gDeM5nTRIY https://t.co/S5zs7skWeO
Nigerian Airlines Suspend Flights Monday over Soaring Oil Costs
Airlines In Nigeria Claim They’ll Stop Flying On Monday Due To High Oil Prices https://t.co/hBj7xdzSh4
Cr
12.7 mmb/d is crude + refined products--not oil Crude exports were 5.2 mmb/d About 1 mmb/d more than the 2026 average
Skepticism Grows Over Reported 4 MMb/D Oil Flow
What are the numbers for oil @Amena__Bakr ? The report sounds optimistic but I doubt flows are even 4 mmb/d
Gas Prices Surge, Hyundai EV Sales Jump 40%
Gasoline is going to $5/gallon on average throughout the USA in 2 weeks. -JP Morgan
Solar PPA Prices Drop in Europe, Climb in North America
Solar PPA prices in Q1 2026 fall in Europe, rise in North America #energysky -- via pv-tech: https://t.co/JXT68e55VS
Oil Supply Adequate Despite Current Price Concerns
When will people realize there is no shortage in the oil market at current prices?
Brent Hits $98.2, US Crude Climbs to $93.5
JUST IN: Brent crude surged 3.5% to $98.2, and US crude climbed 2.5% to $93.5.
Gold Set for $8,000 Ounce as Debasement Trade Soars
JUST IN: The debasement trade is pushing gold to record highs, and Wells Fargo sees it hitting $8,000 per ounce.
Gasoline Futures Hold Strong, AAA Avg Near $4.10
Gasoline future remain bid up pretty well.. $3.15 on RBOB will keep the AAA average near $4.10. https://t.co/frWo9xgFHU
Closing Strait of Hormuz Sparks Global Oil Market Panic
The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS https://t.co/3W14TCT5OI
Oil Spot Still 29% Above 200‑Day SMA
Oil has come down on with the ceasefire (persisting through reciprocal blockades), but spot is still very high - and the longer it remains elevated, the more permanent economic impact it has. Statistically, spot still 29% above the 200 SMA. Peaked...
Oil Shock Less Severe; Iran Likely to Restore Flow
Of course the world cannot withstand a 20% supply shock of oil for quarters There are just two weird assumptions included in that: 1) The supply shock is not 20% effectively - far from it actually. The bypassing of the strait...
Ganfeng Profits Surge on Booming EV and AI Storage Demand
China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars The world’s top lithium producer forecasts a strong turnaround as global decarbonisation and AI-driven energy storage fuel demand https://t.co/ugavTV7WR5 via @scmpnews
Tariffs Drive Steel Producers' Q1 Earnings Surge
Yay, tariffs: "Steel producers tease Q1 earnings surge, citing higher prices" https://t.co/gTHXOvmfrG “The domestic producers don’t [have to pay a tariff], meaning if all steel prices rise, that a lot of that flows to the bottom line for them"
2026 Winter Wheat Drought Hits Record Jump, 68% Coverage
🌾Drought coverage in U.S. winter wheat country was unchanged on the week at 68% - near 2022's weekly record. But the acceleration is more concerning, setting 2026 apart from the rest. Coverage has risen 26 percentage points since late Jan, the...
China’s Crude Stockpiling Proved Prudent, Says Column
Last year, the oil market was preoccupied with a question: why China was stockpiling so much crude. I wrote an @Opinion column about it in Sept, and re-reading it ⤵️ now, I must admit that all makes sense: Beijing was...
Brent Futures Rebound After $10 Drop, Still $20 Below May
Brent crude [June] futures prices—and prompt timespreads—are perking back up again this morning after sliding ~$10/bbl through the beginning of the week. Still currently down $20/bbl from where the Brent May contract settled. https://t.co/9Iv78anu65
CEO Warns Market Underestimates Oil’s Future Price
As we mostly focus on the front month futures contract and we await the finality to the war and a full reopening of the Strait, I will mention the December contract which stands at about $76.50 as of this writing,...
US Corn Exports Surge; China Still Owes 2025/26 Soybeans
🇺🇸Last week's U.S. corn export sales remained above average, led by Japan, South Korea & Mexico. Soybean volumes were relatively modest. China's 2025/26 soybean purchases stood at 11.5 mmt as of April 9 with 1.9 mmt left to ship. 1.56...
Open Hormuz Now to Stabilize Global Oil Markets
I'm so, so ready for this war to be over, for shipping traffic through the Strait to resume, and to spend the next month or two tracking the nitty gritty of how the short-term shock rippled through the global oil...
Big Chocolate Makers Likely Buying the Cocoa Dip
who's buying the dip in cocoa prices? (i mean i hope @Nestle @Hersheys are)... https://t.co/57SRUqV4cu