Double‑digit Prompt Spreads Demand Explicit Delivery Month Quotes
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
Crude Oil Gaps Higher, Outpaces Falling Futures
/CLK6 gaps open to 112.96, trades up to 114.83 (Friday close of 111.89)...now +1.7%ish /ESM6 -0.6% /NQM6 -0.7% /ZNM6 -0.03% DXY +0.02%
U.S. Drivers Spent $8.4 B Extra on Gas
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
China Slashes Crude Imports, Doubles Floating Storage
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Asian Oil Stocks Plunge, US And
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
Funds Go Net Long Wheat, Snap Corn Buying Streak
📈Funds are record bullish CBOT soybean oil & Minne wheat, and they're now net long in CBOT wheat for the first time in nearly 4 years. But funds' corn buying streak snapped. I discuss implications of specs' latest positioning in Sunday's...
Asia Faces Fuel Squeeze as Reserves Dip to 30 Days
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
US Inaction Will Trigger Oil Shock in Two Weeks
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Oil Price Worries Echo Past Cycle‑ending Patterns
In hindsight this entire process would have appeared extremely obvious. While it's easy to call those that express concern over oil prices as "doomers," this is a similar process that has ended business cycles of the past. https://t.co/Wzv4xeZP1C
USDA Surprises with Corn Acre Gains; Fertilizer May Trim
USDA Corn Acres Surprise, But Fertilizer Could Cut Them Back | Mike Castle https://t.co/KLu30ieo06 via @YouTube
US Crude Production Hits Record, Global Impacts Loom
US crude oil production breaks new records. What does this mean for other countries? For the American public? More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/WAXH5XLi1r
US Gas Stocks Jump 35 Bcf, Price Slips to $2.95
U.S natural gas comparative rose 35 bcf to a surplus of 32 bcf week ending March 27 Spot price fell $0.16 to $2.95 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OmXcB5Bi3n
Oil Shocks Ripple Globally Through Inflation and Rates
“America doesn’t need Hormuz” misses the point, writes @vtchakarova Oil is global. Prices are global. Risk is global. You don’t need the barrels to feel the shock. It hits through inflation, rates, and the system itself. #Oil #EnergyCrisis #Geopolitics #Inflation
Diesel Near Record High as Gas Hits $4.11
National avg for gas is now $4.11, per AAA Diesel avg is now $5.61 (just 20 cents below all-time high)
Risk, Not Policy, Stalls Hormuz Oil Shipments
Hormuz tanker exemptions change nothing, writes @CRUDEOIL231 Without ships willing to enter Hormuz, the barrels don’t move. The constraint isn’t policy—it’s risk, insurance, and tanker availability. A few ships don’t fix the energy crisis #Oil #Hormuz #EnergyCrisis #Geopolitics
Demand Decline, Not Tight Supply, Threatens Beef Prices
Most people are bullish cattle because "supply is tight." But tight supply is already priced in. The real risk? Demand bending. Consumers trading down to chicken. Packers pulling back. Weights creeping up. When everyone agrees, that's when the market turns. @DynamicWealth_ breaks it down...
Gulf Oil Disruption Hits Asian Nations, Fuels Global Price Surge
The bulk of crude oil out of the Persian Gulf - before the war - went to Asia. That dependence is now creating a giant hole, which is what's driving up oil prices globally. Especially hard hit are Pakistan (PK),...
Japan Secures Four Months of Naphtha Supply
Japan has secured at least four months of naphtha, Prime Minister Takaichi says 🇯🇵 🛢️ 📌 Two months' worth of imported naphtha already procured 📌 Two months' worth of inventories
Tariffs Boost US Steel Prices
Tariffs sustain US steel prices; infrastructure demand firm. Nucor: scale + scrap verticals; Commercial Metals: rebar exposure, M&A. Risks: demand slump, tariff rollback. Trade: Buy Nucor for FCF upside. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Retail Energy Aid Delayed Until War Ends, Prices Stabilize
I know people are crying out for energy price support and it has already been provided for heating oil and people on benefits. My prediction is that they won’t rush into retail price support until we have a chance...
Diesel’s Gulf Surplus Makes It Cheaper than VLSFO
One of the most interesting pieces of information I had we relayed to me was that one of the ships stuck in the Persian Gulf loaded with diesel fuel vice Very Low Sulphur Fuel Oil (VLSFO). The reason? Diesel was substantially cheaper...
US Oil Prices Now Fully Tied to Global Market
In the early days of the invasion of Iran, US oil prices were slightly insulated from the global price shock, by perhaps $10 a barrel or 25% of the spike. That has now ended. Oil is a globally traded commodity....
Higher Oil Prices Trigger Gas Flood, Lower Prices
Natural gas is nearly considered exhaust fluid by US oil drillers, but it is the backbone of the American plastics and petrochemicals industry. Oil is used far less than natgas in American chems or plastics. Natgas has an inverse pricing...
Diesel Prices Poised to Surge Toward $11/Gal
We warned in the Daily Energy Report and the Weekly US Data Report about a month ago that diesel prices will skyrocket and inventories might decline to record levels. Will it go to $11/g?
Egypt Raises Electricity Rates for Heavy Users Amid Crunch
JUST IN: Egypt's hiking electricity rates for high-usage households and businesses amid the energy crunch.
Oil Prices Likely to Hit $130 This Month
JUST IN: Crude oil is expected to reach $130 per barrel this month, with a 51% probability.
Tariffs and Middle East Conflict Drive Aluminum Prices Sky‑High
Aluminum prices are up over 83% YoY. First, Trump’s tariffs strained supply. Now war in Iran is cutting Gulf imports that supply 20% of US aluminum imports. TRUMP’S TARIFFS + TRUMP’S WAR = A BIG BILL FOR AMERICANS. https://t.co/M0EPxDjZSN
Easter Eggs Hit 10-Year Low at $0.46 Dozen
Eggs haven't been this cheap on Easter in at least 10 years $0.46/dozen wholesale https://t.co/ki6U8RlOzd
Iran Strikes Tighten Oil, Boost Gold as Tensions Rise
🇮🇷 Iran Intel Brief | Markets → Oil, Gold, Equities ─────── 1. Israeli strikes on Iran's Mahshahr petrochemical complex disrupt 70% of the country's gasoline supply and export revenues. 2. US demands for reopening the Strait of Hormuz escalate tensions, threatening global oil...
Jet Fuel Prices Skyrocket Amid Limited Supply
Jet fuel prices are *soaring* if you can get your hands on any, that is.
Oman VLCCs Signal Imminent Hormuz Opening, Tanker Frenzy
With the first oil-laden very large crude carriers (VLCCs) coming out of Oman, @ed_fin explains why in the next few months, he expects the Strait of Hormuz to open and there to be a "feeding frenzy" for tankers "It's going to...
60% Gas Hike Threatens Collapse in Vulnerable Nations
Under normal circumstances, a 60% increase in gas prices is the sort of thing that can easily cause political/economic collapse, a lost decade, and many thousands of lives lost in a place like Guatemala or Thailand.
OPEC+ Poised to Lift Quotas as Hormuz Reopens
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Asian Nations Revert to Coal as LNG Prices Soar
Asian economies are abandoning Liquified Natural Gas (LNG) and PIVOTING BACK to coal. Since Feb. 28, the FT reports gas prices are up 60%, while coal prices are only up by 17%. https://t.co/FefK5JR7MN
Cheap US Gas Fuels Plastics Boom, Boosts Manufacturing
US natural gas prices have dropped by 30% over the past year, even as global natural gas prices have increased substantially in wake of the war in Iran. Why? We have an abundance. 80% of American made plastics and 80-90% of...
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
Italy Rations Jet Fuel, Cuts Short‑Haul Flights
As I highlighted last week, the jet fuel shortage crisis is already here. Jet fuel rationing in Italy has been declared — priority will be given to flights for medical purposes, government, and long haul. Airlines were told that short...
Goldman Sachs Warns of Oil Supply Chain Strain
Golman Sachs. Running out of oil? Supply of supply chains. Derivatives and distillates. How long? Cost? Jobs?
India Resumes Iranian Oil Imports Amid Tight Supply
This is a major signal shift: India a top global importer is openly buying Iranian oil again When supply tightens, politics gives way to reality. #Oil #EnergyCrisis #Iran #Geopolitics
Brent Dips to $109, but Spread Signals Monday Rally
Brent futures price fell $3.54 from $112.57 to $109.03 week ending April 3 12-month spread suggests strong upward price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/oCVTbEi9lm
Shipping Squeeze: Tanker Rates Surge Amid Iran War
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 https://t.co/3ZLXMZR8p2
Trump's Speech Steadies Oil, Spreads Widen Sharply
Good job calming oil markets with your speech, Trump WTI 12-month spread widened $16.08 (63%) for the week ending April 3 6-month spread widened $17.46 (91%) & price rose $11.90 from $99.64 to $111.54 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Trump Misreads Oil Markets: Global Pricing Overrides Independence
Trump thinks US energy independence protects Americans from Gulf shocks. But he FAILS TO SEE that global markets are pricing all barrels the same. TRUMP = CLEARLY DOESN’T UNDERSTAND THE MARKETS FOR OIL. https://t.co/tp5LhHAisM
India Resumes Iranian Oil Imports After Sanctions Eased
New Delhi confirms its buying oil from Iran (after US eased sanctions): “… Indian refiners have secured their crude oil requirements, including from Iran; and there is no payment hurdle for Iranian crude imports…”
Middle East Conflict Still Drives Markets, WTI Near $112
Week Ahead: Its Still Mostly about the War: The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon. The May WTI contract settled near $111.55 last…...
Live: Oil Prices, Weak Dollar, Central Bank Gold Sales
I'm doing a livestream this morning at 9 am (ET) to talk through: (i) the different oil prices floating around and how they all fit together; (ii) how the Dollar is trading weak, with yesterday's payrolls another example; (iii) central...
Copper's Resilience Signals Structural Demand, Build Positions Now
The remarkable resilience of copper prices given what we’re seeing across markets cannot be ignored. It’s striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply...
Gold's January Candle Mirrors Past Peaks, Signaling Strength
$Gold - If you want more evidence that it made a major top in January take a look at the quarterly candle. Same candle as Q1 2008, Q3 2011 and Q3 2020. As you can see it doesn't mean gold...
Sixth Week of Hormuz War Sparks Oil Demand Destruction
The Third Gulf War (aka, the ‘Hormuz War’) is entering into its 6th week, at the very end of the initial White House guidance of a 4-6 week campaign. For the oil market, we are into demand destruction territory, although...
Liontown Lithium Sales Surge 38% on Kathleen Ramp
Liontown lithium sales rose 38pc in 4Q 2025 as Kathleen Valley ramped up and auction pricing added upside. https://www.metalnomist.com/2026/04/liontown-lithium-sales-jump-as-kathleen.html