Oil Spikes Above $100, Fueling Inflation and Tighter Monetary Policy
💥 OIL JUMPS ABOVE $100 US-Iran talks broke down, so Trump ordered a naval blockade of the Strait of Hormuz which carries about 20% of the world’s oil. Oil prices shot up fast. Higher oil = higher inflation = tighter money. https://t.co/GRzeLLPize
Gazprom EU Exports Surge 21%, Russia Hits 15% Share
Gazprom Exports to the EU Jump 21% Y/Y in March as Hormuz Crisis Tighten LNG Supply Russia's gas share in EU gas imports jumps to 15.1% (with 8 Charts) https://t.co/0WqJLzqydw
Korea's Mars Sour Market Is Tiny and Competitive
Just because there’s a market for Mars medium heavy sour in Korea, the supply is small & competive @dlawbailey That means the demand is irrelevant If by “GoM” you mean light crude, there’s no “big market” in Korea.
Middle East War Slashes Asian LNG Deliveries to 2020 Lows
The war in the Middle East is choking LNG supply to Asia 🚢⚠️ Deliveries to Asia fell the the lowest level since 2020, when the Covid pandemic crashed demand Not a single LNG shipment has gone through Hormuz since the war began...
Oil Spikes 8% After Trump Blocks Iranian Ports
Oil prices have surged roughly 8% following news of President Trump's announced blockade of Iranian ports. Brent crude is currently trading around $102 per barrel. Was above $104 earlier.
Historical Oil Spikes Rarely Sustain Long‑term Gains
Hey Claude: What's the historical market track record when oil rises 50% in a month? Then falls 20% a week later Then rises 10% a week later Then falls 10% a week later Then rises 15% a week later No mistakes please
Trump's Hormuz Policy Reversal Fuels Oil Market Volatility
JUST IN: Trump's policy flip from freeing the Strait of Hormuz to blocking it is stirring oil market volatility.
Bieber Halts Coachella Set To
still can’t believe Bieber paused his Coachella set to walk through his near and long-term projection for various commodity prices including WTI/Brent, helium and gold https://t.co/x22ztnRNNR
US Blockade Pushes Oil Above $100, WTI to $135
JUST IN: U.S. oil prices surged 8% above $100 a barrel after the U.S. blockade of Iranian ports, with WTI crude oil projected to hit $135 per barrel this year.
Second Inflation Wave Revives Commodity Prices
My latest monthly client memo: The Second Wave of Inflation and the Commodity Comeback https://t.co/4L7dEvdDn4 https://t.co/eRCYHTHapt
Hormuz Blockade Fuels Energy Surge Ahead of Fed Data
Middle East tensions are pushing energy prices higher as the Strait of Hormuz blockade hits markets. All eyes on inflation data and Fed speakers this week. 🟢 Open https://t.co/cLaM5AJanN
Screen‑traded Crude No Longer Reliable Price Gauge
Tough news flow to start the overnight session, but I don’t think screen-traded crude is a useful indicator right now. Pretty much all asset classes have internalized the fact that a barrel delivered in a barrel in futures pricing are...
US Hormuz Blockade Sparks Surge in Oil, Gas Prices
US military says it’ll begin a Hormuz blockade at 10am ET Monday. Oil prices +8%, NatGas +13% early Monday in Asia. Also, vessel traffic through the Strait of Hormuz shows the “highest” volumes since the war began (“highest” is of course...
Asia-Pacific Oil Prices Break $100 Barrier Again
As expected, oil prices are surging higher in Asia-Pacific trading, with both Brent and WTI quoted above $100 a barrel again. #markets #economy #oil #energy
Osaka Titanium Slashes Sales Forecast Amid Weak Demand
Osaka Titanium cut its sales forecast as aerospace inventory adjustment and weak industrial demand hurt titanium sponge sales. https://www.metalnomist.com/2026/04/osaka-titanium-sales-forecast-cut.html
Trump's Iran Oil Blockade Threatens Global Supply, Economy
Quoted alongside @reziemba in this @WSJ writeup on the implications of Trump’s threatened blockade of Iranian oil exports and what it means for the oil supply—and global economic—outlook. https://t.co/ndEafAkcaG
Australian EV Surge Won’t Lift Lithium Prices Soon
Australian electric vehicle boom won’t drive higher lithium prices in the near term: Wood Mackenzie https://t.co/D6uz3IGI8N
European Gas Spikes on Trump Threat, Yet Below Last Month
European natural gas prices jump after Trump threatened to blockade Hormuz 📈📈 Prices rose 18% in early Asia trading (The trading day expanded to 21 hours, from 10 hours, on Monday) Still, down from the highs of last month. Drop in Asian...
Oil Climbs Past $105 as US Blocks Iranian Ports
Oil prices surge above $105 as U.S. Navy to blockade Iran’s ports after peace talks fail: https://t.co/lRknunNbMI
Hormuz Closure Threatens Petrodollar for First Time in 50 Years
No deal this weekend. The Strait of Hormuz is effectively closed Oil prices are surging again. U.S. about to blockade New @moronomics podcast episode breaks down what this means and why this is the biggest threat to the “petrodollar” in 50 years...
RBOB Gasoline Futures Hover Around $3.20 After Volatile Swing
RBOB gasoline futures tagged $3.40 at the March peak... dropped to $2.90... now $3.20.. chopfest https://t.co/3gXzdFHSvH
WTI Oil Prices Return to March Range
WTI in the middle of the range back to the last week of March https://t.co/UJdTdFVoGT
Hormuz Offset Claims Exaggerated, Real Capacity Far Lower
Bunch of people have asked so to answer directly: these Hormuz offset numbers are entirely bunk. Absolutely fair to be optimistic about the war ending and Hormuz reopening, but it’s fundamentally flawed to say we’re offset the Hormuz supply loss and...
Oil Prices Likely to Top $115, Stay Long
According to @Polymarket, there is now a 64% chance that US oil prices will exceed $115/barrel this month. I agree. Stay long oil. AMERICANS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/NCKsBE3xYX
Energy Drives March CPI Spike, Spillover Risks Loom
WEI LI BlackRock: Energy contributed the most to March's CPI surge. How much will the bleed-through be to the rest of the economy? https://t.co/OPcuN31SGl
Saudi Arabia Gains as Oil Prices Surge, Rival Vanishes
The House of Saud wins with higher oil prices and the elimination of a regional competitor
Hormuz Blockade Threatens Oil Supply, Markets Await China or Trump
Strait of Hormuz blockade is live 🚢❌ 20% of world oil = gone 🛢️ Equities gap down 📉 Oil gap up 📈 $115 WTI on the table 🎯 One question matters: does China blink first or does Trump? 🇨🇳🇺🇸 Trade...
Institution Holds Massive Oil Shorts Near $115/$121
An institution is heavily shorting Oil. They have opened: - $74,388,000 Crude Oil short with liquidation at $114.98 - $24,678,000 Brent Oil short with liquidation at $121.2 https://t.co/vARO0PhagV
US NatGas Futures Slip to $2.65, Outlook Flat
U.S. natural gas futures price fell $0.15 from $2.80 to $2.65 for the week ending April 10 Price is likely to move sideways or fall slightly on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/61URlYt6Lw
Rapid Oil Surge Signals Deflation, Not Inflation
The most critical thing to watch this week is if long duration yields fall into the Oil surge. We are on the verge of a massive deflation scare. You read that right. The SPEED of the oil move is DEFLATIONARY. The market has this...
Hormuz Closure Could Cut Gulf Output by 15 MMbpd
Current Middle East Gulf production shut-ins stand at ~13 MMbpd (out of a ~105 MMbpd market) If Trump blockades the Strait and forces Iran to shut in production that total rises to ~15 MMbpd. It’s been strange to see Iran continue to...
Quick Summary of Today’s Strait of Hormuz Events
This morning’s Strait of Hormuz developments, summarized so you don’t need to read the president’s rambling morning long-posts: https://t.co/KWcJKMp2QV
US Navy to Block All Strait of Hormuz Traffic
“Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz” (No LNG cargo has left the Persian Gulf in over a...
ADNOC Warns World Cannot Afford Hormuz Closure
Adnoc CEO: “The Strait of Hormuz has never been Iran’s to close or restrict… The world simply cannot afford it and must not allow it” (Adnoc hasn’t been able to export LNG for over a month to customers in Asia and...
Saudi Arabia Profits From Oil Surge, Resists Swift Peace
The biggest winner in this war may be Saudi Arabia, which is likely seeing its annual export revenues from oil rise substantially even with lower volumes thanks to the spike in prices. The Saudis have very little incentive to push...
Brent at $95, but US Embargo Could Push $125
My base case is for many weeks of messy negotiations with Iran, but that war has basically ended. That's what I think is priced into Brent at $95. If negotiations fail and the US does an embargo of Iranian oil,...
Gold's 100% Surge Turns It Into Risk Asset
At its peak in January, gold was up 100% y/y. The bubble sucked in lots of new buyers, making gold and other precious metals trade like high-beta risk assets and not safe havens. The debasement trade made gold lose its...
Vitol’s Star Trader Loses Hundreds of Millions in Iran War
A team at Vitol led by a star trader took a several hundred million dollar hit early in the Iran war after bets in the oil market went awry, people familiar with the matter said https://t.co/wVuSf1Bx1e
17th‑Century London’s Coal Dependence Fueled Social Unrest
London’s Coal Supply in the 17th Century – A Case Study in Energy Security By the early seventeenth century, coal had replaced wood as the main fuel used in London and other towns in southeast England for domestic heating as well...
Offshore Drilling, Fewer Refinery Closures Could Lower California Gas Prices
Maybe just maybe if allowed offshore drilling and your looney tunes laws didn’t force so many refineries to close then gas in California wouldn’t be $6 you donut hole.
Panicked Barrel Rush Fuels Global Oil Market Turmoil
A panicked race for barrels is gripping the global oil market https://t.co/BFDckZshjd via @yongchang_chin @Bill_Lehane https://t.co/TY5ixVnnec
Rising Fuel, Fertilizer Costs Threaten Crops and Prices
A farmer in Western Australia was playing sports with colleagues when news of the Iran war broke. Minutes later they were on their phones, scrambling to secure fuel. Read how surging fuel and fertilizer costs are forcing tough crop decisions and...
Macquarie Ups Near‑Term Copper, Lithium Forecasts Amid Strong Financial Flows
Macquarie raised near-term copper and lithium forecasts as financial flows continue to outweigh soft physical signals. https://www.metalnomist.com/2026/04/macquarie-near-term-copper-outlook.html
Oil's 64% Six‑Week Surge Reveals Hidden Market Signal
Oil just did a 64% roundtrip in 6 weeks and here is what nobody is talking about.
US‑Iran Talks Stall; European Gas Market Goes 21‑hour
The US and Iran fail to reach a deal after marathon talks in Pakistan ⚠️ 👀 All eyes will be on the European gas market, which for the first time will open early in Asia on Monday (in 19 hours) TTF...
India Tackles Fuel Shortage with Export Tax, Not Ban
🇮🇳Several countries, including China, banned exports of petroleum products. India is doing the same using a different approach. India Raises Export Tax on Diesel, Jet Fuel Amid Energy Crisis
Oil Surge Triggers BOJ Hikes, Gold Targets New Highs
Domino Theory fourth iteration published on YouTube. Oil spike catalyst forces Bank of Japan rate hikes. Gold/silver retest previous all-time highs before continuing. Gold-oil peg ratio stabilizes currencies. Supply shock required for three-four digits.
Brent Futures Lag Physical Oil, Gap Set to Close
The futures price for Brent crude is around $109/bbl. But physical oil is trading closer to $145/bbl. THAT'S AN UNSUALLY LARGE PRICE GAP. THE FUTURES MARKET WILL EVENTUALLY BE MUGGED BY REALITY, AND THE GAP WILL BE CLOSED. https://t.co/XVXx6bRg9Z
Scarcity Cycles to Glut: Tight Oil Market Warning
After every period of scarcity comes a glut. Every.Single.Time... Remember that when watching a tight oil market currently
Easter Week Triggers Broad Energy Price Collapse
Third Gulf War — energy impact: (week-on-week; Apr 2 to Apr 9 due to Easter) Dated Brent oil: ⬇️ -10.9% (physical,no futures) WTI crude oil: ⬇️ -13.4% TTF EU nat gas: ...