Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Brent crude futures LCOc1 climbed to a high of $119.50 per barrel and U.S. West Texas Intermediate (WTI) CLc1 to $119.48 a barrel.
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
Corn will eventually trade at $13 Beans will eventually trade at $27 Maybe not this decade, but someday Corn ethanol is a fuel My truck (Nissan) is approved for flex-fuel (FFV) It can run on gas that is 80% corn ethanol $ZC_F $ZS_F https://t.co/CYZjGOzeLt
If past oil surges are a guide, we could see small trucking operators park their rigs, waiting for fuel prices to stabilize.
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
We discussed on the impact of the crisis on Asia and it is a big negative shock for the region as we are very oil and gas dependent & we are importers of that from the Middle East. Price higher =...
US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. https://t.co/P4ciDNwr85
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
If anyone asks — I am now an oil and geopolitics expert. In other news, check out the price of crude https://t.co/FDyPB506SG
After adding more than $40 a barrel in a little more than five trading sessions, the nominal record for West Texas Intermediate futures—$145.29, set on July 3, 2008—no longer seems out of reach @WSJmarkets https://t.co/rlxj1lnh5N
📈Speculative bullishness across U.S. grain/oilseed futures is at a three-year high, but funds haven't even begun to tap the potential that lies in corn. Does this mark the start of a run-up in corn? What could be the limiting factors? I covered...
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
Brent surged to a high of $110 at market open Monday. What next for oil? Speaking to Singapore's 938 Live Radio at 9.00 am SGT. https://t.co/xI65gMZvag
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
Yeeps: @Bob_McNally of @RapidanEnergy "Gulf War III has disrupted ~20% of global oil supply for nine days and counting – more than double the previous record set during the Suez Crisis of 1956-57, which disrupted just under 10%."
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
[looks at Brent curve] Gary Gorton voice: "investors can earn a risk premium by buying distant commodity futures at a discount to spot"
According to @Polymarket, there is a 64% chance of average US gas prices surpassing $4.50/gallon this month. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/yN19wtznw8
The war’s not stopping because of some pain at the American pump. The implications for global fertilizer markets (ammonia, sulphur) are probably going to be as big of a deal as the energy disruptions in several months. Asian economies are in...
Oil futures over $100, which is going to shock folks — but I’m old enough to remember $140-150 peaks in the past (inflation adjusted) Only upside, is that folks will lean into EVs and solar if this lasts more than...
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
$105/bbl A few months ago many said this would never happen. Never bet against inflationary assets in an inflationary era. Deglobalization is structural no cyclical. Watch food prices next. In a world of extreme inequality, with a Fed that needs lower rates to keep...
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
Hey energy experts, what's the lag, in days, from a change in wholesale gasoline futures to retail (AAA average) prices? And what's a good rule of thumb on the spread/mutiple between the two? (Answer in DM's if you prefer.)
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy
WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
May be starting to move in to a market of instead of buy grains and soy for an inflationary trade into sell grains and soy in a “risk off” everywhere type of trade. Gold and silver are sure not...
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
NQ drops 200 points on the open with a wide gap WTI above $100 for first time since 2022 24,000 will likley tested as sentiment sours over expanding conflict in Iran Prepare to hear doomsday all day long on talking head TV
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq
WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
The low level of active US oil and gas rigs indicate a quick ramp in production is unlikely without sustained high oil prices and higher E&P company share prices. https://t.co/GDCcOHcEBE
📈New-crop CBOT corn & soybeans marked new annual highs on Friday, both surpassing the 2025 highs. But could even higher prices come beyond March? Dec corn hasn't set its annual high in March since 1999, soybeans haven't since 2004. https://t.co/gfh7zbFw5j
The national average of gasoline prices is up 45 cents since the war began last week, or a 15.12% increase. This is the second largest increase in the last two decades, depending on the measure you choose (dollar or percentage). All things...
