ADNOC CEO Says Strait of Hormuz Remains Secure
Sultan Al Jaber, the CEO of Adnoc, on the state of the Strait of Hormuz https://t.co/HM7Jf6Ut4i
2026 Q2 Brent/WTI Forecast Trimmed, Later Quarters Stable
GS: We Keep Our 2026Q3/Q4 Forecast Unchanged at $82/80 for Brent and $77/75 for WTI But Nudge Down Our 2026Q2 Forecast for Brent/WTI to $90/87
Middle East Gulf Supplies only 8% of U.S. Crude Imports
"Imports from the Middle East Gulf region made up 8% of the 6.2 million b/d of U.S. crude oil imports in 2025" -EIA
UAE Oil Chief Calls Hormuz Closure “Control, Not Passage”
UAE senior oil official Sultan Al Jaber denounces the Strait of Hormuz remains closed. “Access is being restricted, conditioned and controlled,” “Conditional passage is not passage. It is control by another name,” he says. https://t.co/TFczKBO4kk
India Seeks Faster Qatar LNG Restart Amid Supply Halt
India's oil minister is heading to Qatar to ask the nation to accelerate the restart of LNG exports and for priority delivery 🇮🇳🤝🇶🇦 Qatar is India’s top LNG supplier (providing 45%). But those deliveries have halted since the Iran war started https://t.co/B7JwVxFnF3
Silver Slides 16% This Month, Bearish Trend Confirmed
Unlike Oil, Silver is down -16% in the last month and just confirmed Bearish TREND @Hedgeye $SLV https://t.co/WPK2CHPtiT
Massive Oil Shut‑ins: ~13 M B/D, Saudi, Iraq Overstated
Missing Qatar with max 0.6 Mb/d shut in But the Iraq figure is too high, more like 3.3 Mb/d Saudi figure also looks high; was 10.5 Mb/d pre-war and 6-7 Mb/d moving to Red Sea
Macquarie Boosts 2026 Nickel Forecast Amid Tight Indonesian Supply
Macquarie raised its 2026 nickel forecast as Indonesia ore tightness and slower supply growth tighten market balance. https://www.metalnomist.com/2026/04/macquarie-nickel-price-outlook-turns.html
WTI Crude Plummets 13% in One Day, Biggest Since 1986
WTI Crude is down over 13% in a single day. One of the largest declines since 1986.
Russia Offers Sanctioned LNG to South Asia at 40% Discount
Russia is offering to sell US-sanctioned LNG to South Asian buyers at a *40% discount* 🇷🇺🚢 Moscow is seeking to leverage the global natural gas crunch to lure energy-hungry countries like Bangladesh and India https://t.co/SsirotyuhI
US Crude Inventories Plunge, Prices Set to Surge
The US API Weekly Crude Oil Stock just released at 3.72 M, DECREASING significantly from 10.26M the month prior. With the supply cutting off, it’s not a surprise that we are draining down reserves. When you reach the bottom of the tank,...
Rising Oil Prices Prove Tough Talk Fails
Let's see, the Strait isn't open, oil prices are rising. Yeah, it really worked, just like Trump's tough talk with Kim Jong Un got him to surrender his nukes.
13 Mmb/D Offline, 1‑3 Month Recovery, 1 Billion Barrels Lost
A staggering 13 mmb/d is offline says @EnergyAspects THIS IS NOT OVER--not even close, writes @ericnuttall 1-3 months recovery is a best case scenario That means 1 billion barrels lost Ceasefire blah blah blah #OilMarkets #Energy #Geopolitics https://t.co/pBlqzN8aWe
War Exposes Oil‑driven Plastic Addiction, Urging Weaning
One of the silver lining of this war is that people are realizing how oil dependent we are, not just via transportation but in daily lives. Plastic, light, durable and cheap have been a plague to Asia's water ways, is...
Idle LNG Tankers Stall Qatar's Production Restart
CEASEFIRE DAY 2: None of the LNG tankers stuck in the Persian Gulf appear to be heading towards Hormuz 🚢⚠️ They're all idling. Without this traffic resuming, it will be challenging for Qatar to significantly restart production at the world's biggest...
Closed Hormuz Sets $100 Brent Floor, Rumors Fade Fast
As long as Hormuz is effectively closed, prices have a floor & it's about $100 Brent, writes @gbrew24 It doesn’t matter who’s shooting—the system is responding. Selling the rumor has a short life expectancy #OilMarkets #Energy #Geopolitics
Brent Rebounds Above $97, Still Far From $110 Peak
Brent crude back above $97, still well below the $110 we were at pre-“ceasefire” announcement, but ~$7 off this morning’s low. https://t.co/I0q5dXg0RD
Ceasefire Uncertain, Hormuz Still Blocked, Oil Market Stressed
Spoke with @PnPCBC earlier today about the Iran War "ceasefire", how the rough first day still had plenty of fire on both sides, how flow through Hormuz has yet to actually resume, and what it all means for the supply-starved...
Gas Hits $4.14, Fueling War‑Driven Affordability Concerns
According to AAA, the national average cost of a gallon of gas has climbed to $4.14, marking a new 4-YEAR HIGH. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/PGOEBMp3lS
Secure Hormuz Passage, Markets Pay Billions for Stability
Pay the toll — move the oil. If you guarantee safe passage through the Strait of Hormuz, markets will pay. Certainty lowers risk. Risk moves prices. And when 21% of the world’s oil is on the line, stability is worth billions https://t.co/m4JhLddeJq
Traders Bet $950M Oil Drop Ahead of Trump Ceasefire
JUST IN: Traders placed $950,000,000 in bets on oil prices falling just hours before President Trump announced ceasefire with Iran
Ceasefire Doesn't Lower Hormuz Disruption Risk After August
I've been watching oil forward prices for markets assumed probability of Strait of Hormuz disruption 1, 2, 3, months out. Ceasefire has not changed probability of disruption from August onward. (NB: Warning, Claude generated figure)🧵1/n https://t.co/bKfB2j9tPA
Aluminum Producers Raise US Surcharge Amid War‑
World's dumbest tariff strikes again: "Top Aluminum Makers Hike US Surcharge as War Disrupts Supply" https://t.co/RhlIuA1Ll5 https://t.co/Xc1FLheuKV
Crude Prices Now Double Speed of 2022 Surge
In the buildup to Russia's invasion of Ukraine, it took 91 days for the price of crude to rise from 66 to 112. This year, it took but 42 days for the price of crude to cover the same ground. https://t.co/052pDnWj0v
Crude Oil Returns to 2022 War-Level, Hits 2023 High
Crude Oil back into the 2022 Russia/Ukraine War breakdown pivot and 2023 high. This is a key level. $CL_F $USO $OIL https://t.co/ehl0hXXoRO
Brent and WTI Plunge yet Stay Well Above Pre‑war Levels
Price Signal: large decline of 16.75 in Brent & 18% in WTI perfectly captures volatility that has characterized energy and commodity prices since the start of the war. That being said Brent is still 25.7% & WTI 38.3% above pre...
Ceasefire Crumbles, Oil Profits Surge, War Resumes
Here’s how this goes: ceasefire collapses in 24-48 hours — as it basically already has — people make billions on oil swinging 16% in a day, the U.S. re-arms and this whole situation is back to square one in less...
WTI and Dollar Set for Sharp Drop, Rebound Looms
There were quite a number of factors that suggested WTI and the US Dollar were on the verge of a big plunge which coupled with recent market breadth improvement & cyclical low possibilities in early April, pointed to a rebound...
Middle East Turmoil Could Slash Oil Demand by 20%
Seismic shift in energy markets? Here's what international consultants Wood Mackenzie had to say: "Middle East disruption could cut global oil demand 20% and gas 10% by 2050 as energy security drives shift to independence." Asia is electrifying. Get over it, Alberta.
Oil Prices Rise Despite Ceasefire Expectations
Thought I was a hero getting out of Dec oil yesterday after the ceasefire headlines. Nope. It's higher
Dollar Slump Lifts US Bean Prices, Drops Brazil’s
The U.S. dollar on Wednesday fell to a two-year low against the Brazilian real, down about 19% from its Dec. 2024 peak. Applying this to CBOT soybean prices: 🇺🇸Beans (USD) are up 11% from this same week last year 🇧🇷Beans (BRL) are...
Futures Market Crumbling as Physical Oil Scarcity Persists
The Strait of Hormuz May remain shut, the barrels of oil may remain firmly locked in. The ceasefire may not hold. But nobody will dare go long on crude futures. Because there will be yet another false dawn, and they will get...
Beef Prices Hit Record High, Adding to Inflation
President Trump's other inflation headache: beef. While everyone is rightly focused on gasoline and oil amid US-Iran war, the meat market isn't giving a respite. Live cattle wholesale prices in Chicago have reached a new all-time high, surpassing last October's peak....
Market Will Adjust to Iran’s Transit Fee Pressure
Let’s assume Iran will impose a hefty transit fee, creating incentive for others to build new pipelines. It also increases pressure for the world to diversify their energy supply. -> the market will "solve" this over medium term regardless...
Fertilizer Price Surge Hits Government Budgets, Not Food Security
The spike in fertiliser costs is not a food security problem in many nations (and particularly, in developing Asian countries). Instead, it's a fiscal shock problem for the governments subsidizing their consumption.
Rusal Redirects Aluminum From China to Japan Amid Iran Conflict
Exclusive: Rusal plans to reroute aluminum from China to Japan as Iran conflict reshapes trade, sources say https://t.co/Rn0kOg7gVj
Oil Slump Pushes Yields Lower, India Growth Forecast Cut
🌍 Global News Update: ⦿ Brazil's 10-year bond yield tumbled toward 13.7% as crude oil prices plunged, improving the inflation outlook. ⦿ US crude inventories rose by 3.1 million barrels to 464.7 million barrels in the week ended April 3. ⦿ US 10-year...
Russia’s Oil Revenues Surge to War‑Era High
Russia Oil Export Revenues Hit Highest Since Early Ukraine War as Prices Surge, Despite Ukrainian Port Attacks. Trump lifting sanctions gives Putin revenue for Ukraine war. https://t.co/j3gLWruMFo
Whale's $30M Leveraged Oil Short Nets $4M After Ceasefire
🚨THIS CAN'T BE A COINCIDENCE Just hours before the US-Iran ceasefire, a whale started going heavily short on Oil. He built a $30,000,000 Oil short position with 3x leverage. After that, US-Iran ceasefire was announced, and Oil crashed nearly 25%. In a few hours,...
US Oil Faces Largest Daily Drop Since 2011
Though US oil is gradually creeping back up, the daily candle is still sporting its biggest single day drop outside (outside of the negative price fiasco of April 2020) since the market assurances following the Sep 11 attacks (specifically Sep...
US Crude Stocks Rise 3.1 Mb, Diesel Demand Flagged
EIA: US commercial crude oil inventories increased by 3.1 mb to 464.7 mb. Products declined. Watch diesel ... diesel., diesel. https://t.co/1mveIh80Nu
Only One State Faces Iran-Driven Electricity Hike
Most Americans Won’t See Electricity Prices Rise Because of Iran. This State Will. #energysky -- via Heatmap News https://t.co/gu4pNy9g1B https://t.co/vaUovVpRUC
Oil Near Support Level; Buyers May Return Amid Ongoing Conflict
Oil is coming into a level of interest that has been support since the conflict began. $CL_F $USO It would not surprise me to see it find buyers in this area again as the conflict has not been solved just...
Oil Forecasts Collapse; Trump Needs War Ended
I spent recent weeks pushing back on $150 or $200 oil price forecasts. Those are now firmly off the table. Brent futures are down sharply and that's right. There's lots of open questions, but the big picture is that Trump...
Iran Ceasefire Sends Oil Below $100, Stocks Surge
Iran ceasefire news just crushed oil under $100 and stocks are ripping higher. Risk-on mode is back in a big way. We'll be tracking these momentum moves live with the DOTS indicator in 2 hours to catch the best setups....
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Ceasefire Boosts Risk Appetite, Markets Rally, Oil Plummets
Ceasefire Lifts Animal Spirits: Risk appetites have been excited by the two-week cease fire in the Middle East. Stocks and bonds have rallied strongly. The precious metals are higher. May WTI is off more than 15%. June Brent is about...
2026 Energy Shock Peaks Far Below Past Records
The scorecard of the (so far) 2026 energy shock: (Peak price set during US-Iran war Feb 28-Apr 7 vs all-time high; in nominal terms) ⛽️ Brent oil: ~19% below 2008 peak 🔥 TTF nat gas: ~79% below 2022 peak 🔌 German power: ~89% below...
Oil Drops, Stocks Surge After US‑Iran Ceasefire
TACO Trade Is Back As Oil Falls, Stocks Rally on US-Iran Ceasefire - Business Insider https://t.co/Vei7jJ8uDy
Oil Prices Peaked on March 9, Not Today
i still think it's cool that despite all the hooplah you'll hear today about oil prices selling off (and some will even saying peaking), they topped a month ago, on March 9th (not yesterday)... just like volatility $VIX did... 🧐🤨🤓...