China Extends Fuel Export Ban, Offers Minimal Relief
China has extended its fuel export ban for another month to April. There is now talk of letting a small amount of fuel out to countries like Sri Lanka, Bangladesh and the Maldives. But the shipments would be only ~5%-10% of normal exports, so very limited
South Africa's Fuel Prices Rise Tomorrow, Including R3 Levy Cut
Here are the new amounts that fuel will rise by in South Africa, tomorrow. These new amounts already include the temporary R3 deductions in the fuel levy, that was announced by the National Treasury earlier today.
Food Distributors Hike Fees as Diesel Prices Surge
"Fresh Food Distributors Add Surcharges as Fuel Costs Rise: Delivering salmon, fruits and other perishable foods has become more expensive as the war with Iran pushes up diesel prices." https://t.co/6WK0ANZ5FM https://t.co/alEhgd4FKd
Diesel Prices, Not Gas, Threaten US Inflation Surge
The bigger concern for the US economy isn't gas prices, but diesel prices, as @amoshochstein tells @annmarie just now. They're at the highest since 2022 and bumping up against those highs, at $5.45 a gallon. That's the price that'll pressure...
Gold's Oversold Dip Offers Prime Buying Opportunity
Four consecutive weeks of outflows from gold ETFs. This will go down as one of the best opportunities to add to gold at historically oversold levels in my view. Bottoms are always a process, and I do believe we are in the...
Fuel Hits $4+ per Gallon, Spurring Spending Slowdown
The AAA average fuel price is officially over $4 a gallon for the first time since mid-August 2022. Prices are up over $1 since the war in Iran began. Americans are paying $50 a month more in fuel costs. This is a...
Trump Unaware Gas Prices Have Surpassed $4 Per Gallon
I wonder if Trump will ever find out that gas prices crossed $4.00 a gallon https://t.co/BZjCIh8l7U
Iran Attacks Ship, POTUS Okays Operation Wind‑down; Oil Steady
Iran struck a ship with Kuwaiti oil in a Dubai port and press reports POTUS told aides can consider winding down operation without securing Strait of Hormuz. Oil remains firm. Mkts uncertain. Large euro options at $1.15 expire today...
California Gas and Diesel Prices Far Outpace National Average
US gasoline hit $4/gallon according to latest AAA survey but in California, it's $5.89 for gasoline and $7.46 for diesel. https://t.co/bqPOGeuC3B
Heathrow Faces Europe's Biggest Jet‑fuel Shortage Risk
Excl: Britain’s hub London Heathrow is the *highest-risk* major airport in Europe for jet fuel from April 🚨 as US-Israel war on Iran continues - Heathrow, with 1,300 flights daily, will struggle ‘the most, & the earliest’ with jet fuel as...
Geopolitical Strikes Push Global Gas Prices Higher
Gas at the pump just hit $4/gallon. US stepped up attacks on Iran hitting missile depots. Unclear if this will lead to more escalation or signals a peak. Ukraine hit Russian oil production facilities almost 1000km from its border which will...
US Gas Futures Drop Below $3, Boosting Clean Generation
U.S. GAS FUTURESprices for the front-month have slipped well below $3 per million British thermal units to encourage more gas-fired generation and reduce coal combustion. Inflation-adjusted front-month futures have averaged just $3.05 so far in March (21st percentile for all...
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
European Gas Prices Dip, Still 75% Above Pre‑War
The European benchmark natural gas price (TTF) is today **lower** than four weeks ago. Yup: Lower. (And yes, TTF prices are still up >75% from pre-war levels, but around the same level as they were in Jan-Feb 2025)
US Gas Prices Top $4 Gallon, First Since 2022
CHART OF THE DAY: The US gasoline national average retail price has risen above $4 per gallon for the first time since 2022, per the @AAA_Travel. It's the kind of price level that typically has triggered political alarms inside the...
Gas Price Surge Threatens UK Cucumber, Tomato Supply
UK growers warn of cucumber and tomato shortages as gas prices surge https://t.co/5zu3EIyUuM via @ft
Managed Money's Oil Options Net Long 50× Average
Goldman Sachs on the oil options market: “… The rally has spread beyond the spot crude market, with net long options managed money positioning 50 times higher than its 10-year average as investors bought options with strikes as high as $450...
Asia's Coal Prices Surge as Gas Supply Tightens
Asia's coal benchmark is at a 17-month high as Middle East conflict chokes gas supplies 🪨⚠️ Australian Newcastle coal futures for April hit $144.25/ton on Monday (the March contract expired Friday at $135.60) Asian countries are expanding use of coal to cut...
Coal and Gas Misreporting Demands Urgent Safeguard Reset
Industry pays while coal and gas “cook the books:” Modelling reveals urgent need for Safeguard reset #energysky -- via Renew Economy: https://t.co/RTGGCweptA https://t.co/i7sUJmUIt0
Monthly Oil Draw Hits Quarter‑billion Barrels, Chart Dips
According to Gemini this figure is now below the y-axis from @Rory_Johnston's chart. 495 Million barrels so a quarter billion barrel draw in a month https://t.co/PEEyloJs9H
War on Iran Could Spike Asian LNG Prices 57%
Because of the US-Israeli war on Iran, Goldman Sachs projects that LNG will be 57% more expensive in Asia by 2028. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. Send the bill for damages to Trump and Netanyahu. https://t.co/zGDQ6V7G5Z
US‑Israel Conflict Triggers Asian Fertilizer Plant Shutdowns
Negative food consequences continue to unfold from the US/Israel War on Iran. Asian fertilizer plants are shutting in production.
Solar Power Stays Cheap; Oil Prices Soar Dramatically
Solar energy hasnt had a price hike in 4.5 billion years. Meanwhile, oil has shot up over $100/barrel today and will likely set a new record high for a second time in 4 years above $150/barrel.
Strait Closure Spikes Gas Prices, Fuels Global Supply Shortages
The longer the strait remains closed, the more it will roil the global economy and boost gas prices. Multiple countries, including U.S. allies, are reeling from the downturn in energy supply that once flowed freely through the chokepoint. Industries that...
WA Iron Ore Mines Face Diesel Crisis in 10 Days
WA’s most labour-intensive iron ore mines could be just 10 days away from diesel supply catastrophe https://t.co/5djcT6LMSY
US Crude Tops $100, Drags Asia‑Pacific Markets Lower
JUST IN: U.S. crude oil surges past $100 for the first time since 2022, dragging Asia-Pacific markets lower.
Iran Conflict Triggers Worldwide Fertilizer Crunch, Hikes Food Prices
The war in Iran sparks a global fertilizer shortage and threatens food prices https://t.co/xpr9UOnHTZ via @mySA
Cramer Predicts Oil Peak, yet $200 Looming
Jim Cramer says oil prices have topped. Bad news, I’m afraid oil is officially going to $200!
The Real Oil Crisis Is Still Waiting to Begin
Why the Real Oil Crisis Hasn’t Started Yet #energysky -- via Heatmap News https://t.co/Ngf3zAyeSS https://t.co/gyEcJO0VT9
Middle East Jet Fuel Shipments to Europe Nearing Depletion
JET FUEL from Middle East to Europe set to dry up as last cargoes arrive: https://t.co/EBGhhiM04W
War in Middle East Drives Inflation and Slower Growth
A stark message from the IMF: "Although the war could shape the global economy in different ways, all roads lead to higher prices and slower growth." https://www.imf.org/en/blogs/articles/2026/03/30/how-the-war-in-the-middle-east-is-affecting-energy-trade-and-finance #economy #markets #growth #inflation @the_imf
Oil Surge Fuels Bearish Shift Amid Fed Uncertainty
Back to the market. Oil is surging, volatility is expanding, and sentiment is quickly turning bearish—that’s your first clue. When fear spreads wildly, you have to start thinking contrary. But let’s be clear: Powell has signaled he’s on hold until...
Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs
🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...
Oil Slumps,
Sure, it looks bad in Oil.. But we are pretty far from 2021/2022 in Nat Gas, food, electricity etc.. Still a world apart..
Middle East Jet Fuel Gap Nears Critical Threshold
Our coverage from last week on this approaching milestone for global aviation: The Middle East jet fuel air gap is about to reach the tap https://t.co/2s6NEPkGYA (via @theaircurrent)
Renewable Growth Drives Lower Electricity Prices, Not Higher
Just another reminder that, like worldwide, increases in WindWaterSolar in the U.S. correlate with lower, not higher, electricity prices. Please ignore all the spam claims that renewables increase prices. It is fossil fuels and nuclear that increase electricity prices. https://t.co/Lra772hw38
Hormuz Closure Wipes Out Qatar’s Oil and Product Exports
We've lost a LOT of Gulf crude oil production capacity to shut-ins following the closure of the Strait of Hormuz But we've also lost refined products, condensates, and natural gas liquids Here's Qatar, which normally exports ~1.5 MMbpd of which only 1/3...
China's Gold Premium Stays Elevated, Signaling Strong Buying
Gold Premium in #China Remains Well-Oriented. local premiums staying elevated during consolidation often reflects strong underlying buying.
WTI Hits $100+ for First Time Since 2022
For the first time since the war started, WTI oil has settled above the $100-a-barrel threshold. It’s the first triple-digit settlement since 2022, when it closed above that level for >80 trading days. To match that, WTI would need to remain >$100...
LithiumIonic Secures $1,000 Spodumene Floor Deal
An exclamation point to this insightful color @D_Jimenez_Sch was @LithiumIonic signing spodumene offtakes with Yahua and Grand Chen Resouces on the heels of this Fastmarkets Shanghai conference last week: $1,000 price floor, no ceiling, no discount and $20M...
Natural Gas Spike Signals Crude Oil Slide to $50
US Natural Gas' 100% 1Q Pump-Then-Dump May Guide 2026 Crude Oil - The roughly 100% 1Q rise in the front US natural gas future, and reversal to minus 18% on March 27, may lead crude oil's way in 2026, as...
US Natural Gas Floor Shifts to $3, Not $2
Is $3 the New $2 Floor for US Natural Gas? The front US natural gas future hasn't ended a quarter below $3 per million BTUs since 2Q24. Is $3 replacing $2 as the new floor? The 2026-27 winter should be a...
Heating Oil Doubles Q1, Echoes 2008 Energy Crisis
Heating Oil, Distillate Surges and Price Peaks - Heating oil's 100% surge in 1Q may emphasize extreme stress and the potential for demand destruction that typically results when energy prices spike. On a weekly basis since 1986, the 4.5 ratio...
Q1 Pump‑Then‑Dump Sets Potential Peaks for Metals
Gold, Silver, Copper 1Q Pump-Then-Dump Pattern Might Define 2026 - Signs of high-price cures, common in more elastic commodities, emerged in the metals sector in 1Q. My analysis suggests pump-then-dump patterns to record highs in gold, silver and copper could...
Gold's 2025 Surge Signals Possible 2026 Rebound
Gold's 2025 Rally Was Prescient: Is It Hangover Time? Gold may have one main problem -- ample room for reversion. At the end of February, the metal stretched to its highest-ever vs. the Bloomberg Commodity Spot Index and its greatest premium...
Metals Likely Pump‑Then‑Dump After 2026 Peak
2026 May Mark Enduring Metals Peaks - The Bloomberg Commodity All Metals Total Return Subindex cut its 22% gain for 2026 (to the Jan. 29 high) to roughly 2% on March 27. Did the metals sector set a pump-then-dump peak,...
Renewables Linked to Lower Prices; Fossil & Nuclear Drive Up
Of course this guy is spewing nonsense. More fossil fuels and nuclear both correlate with higher prices worldwide. Only wind-water-solar correlates with lower prices. https://t.co/288jwtUdqr
Rising Gas Prices May Revive Slumping EV Sales
In the latest Current Climate newsletter: ⛽Can surging gas prices reverse EV sales slump? 🛢️Why the world may be on the verge of a bigger oil shock than in 1973 ⚡Investor and gubernatorial candidate Tom Steyer’s plan to cut California's energy prices ...
Germany Warns EU Methane Rules Could Stall LNG Diversification
Germany warned the European Union’s rules to curb methane emissions from oil and gas imports risk impeding crucial LNG purchases just as the country seeks to diversify suppliers and cushion the Middle East war’s impact on energy prices https://t.co/qkRuwIBPvI
Iran War Triggers Global Energy Crisis and Price Shock
The Iran war is now a global energy crisis. With the Strait of Hormuz closed, Asia is scrambling for oil/LNG—driving price shocks and geopolitical shifts. I spoke with Abishur Prakash about what comes next. https://youtu.be/lyr9tnT_-yU #EnergyCrisis #IranWar #OilPrices #LNG