Commodities Social Media and Updates
Commodities Social Media and Updates
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Tuesday recap
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
#oil & #fertilizer prices both spike following the US-Israel joint strike on Iran with the Strait of Hormuz essentially shut down. #oatt #oott https://t.co/wrY5JcnYwb
Gas prices up by around 50% today. A painful reminder that relying on imported fossil fuels is a risky strategy. https://t.co/uXkWNMXbeQ
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
Explaining the X post from last night for those who don't know my style: Gold price RIGHT NOW is where it was when I posted this LAST NIGHT Several things: 1. I poke Schiff whenever I get the chance bc he does...
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Mostly red arrows around the world as weekend Middle East events have the “war time trade” in motion, with silver/gold/oil higher and $SPX futures -70. Key is whether $SPX holds 6780–6790 to keep the upper range intact, or if it...
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
When everyone was panic selling Gold on 1st Feb, we did the opposite. We clearly said in our Premium Community — “This is not a panic zone. It's a buy-on-dip opportunity.” Nippon Gold Bees: Shared at ₹117, Made a high of ₹142(~21% profit...
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
After Iran’s strike on a Saudi Aramco refinery, capital is rotating aggressively into metals. Gold has reclaimed $5,400, up 2.22%, adding roughly $1 trillion in market value in just 6 hours. Silver has surged to $96, up 4.32%, adding $250 billion in...
The markets are open, and yes, there's the shock reaction. Brent Oil: +9% Gold: +2.5% The surprise? #Bitcoin: -0.01% No downwards move on Bitcoin. Zero. https://t.co/fOIgoBaXth
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
Top ten Aussie gold miners add approximately $7b of value after US-Israel missile strikes on Iran https://t.co/MIKqSU1r1w
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Update from the set. Brent up 9%, prices up across the futures curve. Gold up by about $120/ounce, also up across the curve https://t.co/UX9X5ChFfK
Not a terribly surprising open. Crude up 8%. SPooz off 1% and USTs up solidly bid but selling into best levels.
Brent crude oil +9% to $79 WTI crude oil +8% to $72 RBOB gasoline futures +5% to $2.42 https://t.co/Z7uoT3rHYZ
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
GS: Taking Into Account Estimated Weekend Market Pricing, We Estimate a Risk Premium of Around $18/bbl on the March 1st Oil Market Open https://t.co/vtpc8AfijE
IG pricing US Crude up around $10 to $77.26 Gold up around $111 to $5,385 EURUSD down 64 pips to 1.1751 Strap in. This is going to be a wild open.
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
The consensus seems to be that Gold, Silver, and Oil are going to be trending upwards tomorrow. I don't think that it's actually going to happen. The uncertainty was whether or not the U.S. was going to attack Iran, and that was...
The decision tree for tonight - when markets open - follows from oil. In 2022, when Russia invaded Ukraine, oil rose 40%, which drove the Brazilian Real and other commodity exporters in Latin America a lot stronger. It weighed on...
Carbon markets are at an inflection point. Policy momentum. Capital rotation. Tightening supply. Most investors aren’t positioned for what’s next. Read this before the crowd catches on: https://t.co/axCJ40q8bX cc: @LukeAOliver @kraneshares
IRAN WAR will test the vulnerability of oil markets - I got to write some thoughts in the Financial Times: https://t.co/L7TKTXxT7U
When markets open tonight, oil prices will spike, which will help oil exporters and hurt oil importers. In Q1 '22, oil prices spiked almost 40%. Single biggest beneficiary - by far - was Brazil's Real, which rose 20%. Turkish Lira...
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20%...
Thinking ahead... does this push China to further speed up the adoption of renewables + batteries and make it even more reluctant to wind down coal. The Iran war is an object lesson in a) American power (which shale has...
How Trump’s War Could Destabilize the Global Energy Market #energysky -- via Heatmap News https://t.co/5Rh1Ysyc2w https://t.co/XMEM6rLIOY
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
Major News to Track on March 1, 2026: 1. US-Israel Strikes on Iran Escalate, Khamenei Reported Dead 2. Oil Prices Surge Amid Fears of Strait of Hormuz Disruption 3. Global Stock Markets Brace for Volatility Post-Iran Attacks 4. EPF Announces...
💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
🚨 OPERATION EPIC FURY — Feb 28, 2026 US and Israel launched a massive military campaign against Iran at 1:15 AM ET. Regime change is the stated goal. Iran retaliated, striking US bases in Bahrain, Kuwait, Qatar, and UAE. US officials say...
Bullish Brent positions at nearly two-year high prior to attack on Iran Before the United States and Israel attacked Iran, hedge funds and other money managers amassed the largest bullish position in Brent crude futures and options for almost two years,...
Gold LoD .. near $5300 +0.8% vs 24hrs ago, -3% from the morning high https://t.co/m5RGmaZaR4
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
🚨 The US and Israel just launched strikes on Iran. Tehran is firing back. Missiles hitting Gulf states. Markets open Sunday night. Oil. Gold. Nasdaq. Forex. Everything gaps. I'm going LIVE Sunday 6PM ET to break down what this means for your trades. Don't...
