Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
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Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Technical analysis isn't meant to be a prediction tool, but better used to show levels and momentum. Then it is up to Mr. Market to see how it trades. GC met the projected downside, but it did not have to, and it could have gone further as well. Now back up to start of prior range. Another important level.
Updated chart of our 1-variable stock market. This is how markets behave during exogenous shocks - stocks need oil to peak. Aftermath eco forecasts rarely matter. Same thing happened last year, but with trade uncertainty. Need something to the...
Beautiful move yesterday off 50sma, gap down below it today. $XME Metal volatility never disappoints https://t.co/XWFZZ8XFWH
European natural gas is trading at >5x US natural gas prices. Last time this was the case was August 2024. $EQT $AR $RRC $CRK $CNX $EXE https://t.co/f1wU8S3w6b
Upper Keltner for #soybeans right here at 11.64. Close below that would probably allow for a little more follow through to the downside. Feels like we are moving more to risk off VS buy everything because oils inflationary....
I showed yesterday the duration of major #gold bull markets and that the current one is the shortest on record—it would also be the lowest percent gain, more evidence we've go a long way to go... https://t.co/nMauHEtp2A
China won the mineral war. Two new books show how the West let it happen Read more here: https://t.co/9ofBAHFGLx https://t.co/Qa5SYQX6Dg
Spot gold has now fallen below $5,100 despite rising global uncertainty. Safe haven bids are fading as traders de risk and raise cash. Silver has dropped under $78, down $20 in just 24 hours. Volatility is accelerating across metals . Is this...
Asia is weak, oil is ripping, we're in a fast market right now on The Morning Show https://t.co/jn2RN28AFk
The Brent oil price is now up a stunning 14% from Friday and we're starting to see disorderly strengthening in the Dollar as the global risk-off builds. Even gold is down versus the Dollar at this point. This is a...
What level does crude have to trade below for SPX to go green on the day
Crude tanker rates in unchartered territory; VLCC index tops $420K ▶️Baltic Exchange’s TD3C MEG-China index assessed at $423,736 per day on Monday; TD2 MEG-Singapore index at $257,986 per day ▶️Global average VLCC index reaches $280,941 per day, highest level since at least...
Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6
Efficacy of such a move @chigrl ? Aramco Explores Plan to Export Oil Via Red Sea to Avoid Hormuz The world’s biggest oil exporter has a 5M barrel-a-day pipeline that runs across the country which can transport oil from fields in the...
Crude Oil prices are at about the mid-point of a 20-year range $150 Crude is NOT NOT out of the question for 2026 With Gavin in power in California, $10 per gal gas is within sight All for homeless tents under every bridge...
Everyone assuming the Oil move is inflationary. An Oil spike historically more often than not precedes equity tail events and economic recessions. Why? Speed of Oil move is deflationary shock.
For those into proper Edwards and Magee charting (not this modern day junk), this could be what is happening to Gold https://t.co/9oNZBtZmkg
Silver's $100 Ceiling May Be Solidifying - A key risk for silver and most risk assets may be the spike in precious-metals volatility and plunging crypto prices spilling over into equities. My graphic highlights why we view a rebound in equity...
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
Lithium Royalty Corp buys a 1.5% Goulamina lithium royalty in Mali, gaining long-dated spodumene exposure. https://www.metalnomist.com/2026/03/goulamina-lithium-royalty-deal.html
🚨 IRAN WAR DAY 4 — A DIFFERENT SHOCK 🚨 Day 4 changes the calculus. This isn't just an oil story anymore. QatarEnergy — the world's largest LNG supplier, covering 20% of global supply — halted all production after Iranian drones...
What does the potentially emerging energy crisis mean for Europe? Yesterday I was in a media briefing with 75 journalists. Here is a snippet of what I told them. https://t.co/3dT441Yllq
Everyone that traded during 2022 just collectively remembered the relationship between JKM and Japanese/Korean Equities that we all forgot when natural gas prices were calm.
“Can China act as a buffer? China has been loading up on cheap, sanctioned oil, putting some of it away in storage. In a report, analysts at Morgan Stanley said China could slow down on its purchases if oil prices...
Qatar LNG offline — unprecedented. U.S. exporters win, importers lose, says @seb_kennedy Ukraine & Iran wars expose a core flaw in the “energy transition” narrative. All energy depends on supply chains — break them, you break energy. No supply chains, no energy. Plan B? #LNG...
DC won’t let high oil prices hurt Americans Good luck As @rory_johnston frames it, here are the options • SPR release (here we go again) • Sanctions relief on Russia (err... not great) • Gas tax holiday (2022 redux) You can’t print barrels https://t.co/3KCAj8NtGr #Oil #EnergyMarkets...
Can you believe that all of the people down there are unaware that the world’s largest LNG plant is offline? https://t.co/nG6uMfgyuH
EU consults on aluminium scrap export limits as shipments rise and secondary producers face margin pressure. https://www.metalnomist.com/2026/03/eu-aluminium-scrap-export-restriction.html
SQM’s quarterly price results remain a bellweather of the market price trend. The big question is how much higher will this quarter be? SQM’s 2026 LCE production won’t come close to the market growth for the year. Let...
$VLO rising to near nose-bleed territory in the short run, but w/ Crude likely to approach high 70's before a peak, i expect another 1-2 weeks of strength out of VLO before this stalls out @IBDinvestors @marketsurge Big push...
Some basic oil shock math, focusing on the impact on global trade ... Remember that we are starting from an unusually low surplus in the fuel exporting economies ... 1/ https://t.co/WIeQBspqCY
Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what? #OilPrices #Crude #Iran #IranWar #stockmarkets #Dollar #Macro https://t.co/sUv93zfPtT
Kharg Island is a 'choke point' for Iran's oil exports, says VanEck Funds CEO https://t.co/rI4JYhLG71
"Sell the News" even works for tanker stocks when the most important waterway for oil is practically (if not actually) closed. https://t.co/1Blk1tLMqJ
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
European gas just posted its biggest one-day jump since the Ukraine invasion. Up ~50% as Hormuz security stalls LNG shipping. Energy shocks don’t disappear — they compound. Just when inflation felt contained, volatility returns. Cost-of-living isn’t gone. It was dormant. #NaturalGas #TTF #Hormuz #EnergyCrisis...
US Senator Steve Daines on Montana palladium mine, in the wake of US tariffs on Russian supplies of the metal used to make semiconductors and other materials:
Despite the strike on Saudi Arabia’s largest oil refinery, Aramco’s Ras Tanura facility, the oil market remained relatively calm throughout the day. Stay tuned. https://t.co/HzbD8gLZNn
Crude drilling into a pivot that’s been in play since 2006. Pressure builds here. $USO $USOIL $OIL $XLE $XOP $OIH https://t.co/g5XbBkgmCd
Iran commander says Strait of Hormuz closed, vows to hit ships trying to pass, report says: CNBC $USO $XLE
Oil jumping to 8-9% gains this afternoon.. gasoline futures up 12 cents. US stocks ~unch with the 10yr 3bps off the HoD.. now near 4.04% https://t.co/XkTx1P5k8G
Today marks the day the #gold bull market is two years old (by the way I calculate them). If it ended now it'd be the shortest in modern history. Said differently, it ain't over and we must remain invested... https://t.co/UHqF9IBGvY
Tokenized gold provided access to a safe-haven asset when traditional exchanges were closed this weekend. My research paper updated today. @DukeFuqua @RA_Insights https://t.co/yA7PGaTTgf
The cost of leaching copper oxide ore in the Central African Copperbelt is about to get even more expensive. In the past few days a number of Middle Eastern Oil refineries have been attacked / closed. In addition, exports through...
Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
🇺🇸Last week's U.S. corn and soybean export inspections topped all estimates. 65% of the inspected bean volume was to China. https://t.co/pdWgCErVIi
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 57 million bushels, versus 62 million bushels the previous week. #oatt
Just last week the German government gutted the heating law which was supposed to drive a transition away from gas. The timing could not have been worse: Gas prices are up 50% today & this crisis could worsen significantly. This will...
Why on earth would Canada (or anyone) have that much spare LNG capacity? The reason many terminals weren't built is because they couldn't secure long-term offtake deals. No one was building terminals on a purely merchant basis.
Export inspections for the week ending Feb. 26 (mln bu): #corn 73.2, grain sorghum 9.4, #soybeans 41.8, #wheat 12.6 #oatt
