Germany Mulls Restarting Coal Plants to Curb Soaring Energy Prices
Germany will review whether to reactivate standby coal-fired power plants in an effort to reduce energy prices that have been elevated since the war in the Middle East https://t.co/xhEPnaeGOJ via @petrasorge https://t.co/v9EoTYKA9F
China Opens Nickel, Lithium Futures to Foreign Investors
China will open nickel and lithium futures to foreign investors, aiming to strengthen global metals pricing power. https://www.metalnomist.com/2026/03/china-nickel-and-lithium-futures.html
Oil Price Ignores Geopolitics, 20% Supply Unchanged
No military operation or policy can replace 20% of global oil supply At some point, price stops listening to narratives, says @JasonBordoff End of discussion #Oil #EnergyMarkets #Hormuz #Geopolitics
Supply Disruptions Reshape Oil, Gas Amid U.S.-Iran Tensions
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
High Prices May Accelerate Oil Demand Peak
Unlikely, IMHO. On pre-war path we were still 5+ years away from the likely global peak of oil consumption. But if the crisis extends high prices for years, and accelerates switching to electric transport, that will accelerate. Too soon to...
Brent to Rise $10‑15 Post‑Hormuz, If No Recession
♦️It’s important to remember where we stood in early February compared to now. ♦️Here’s why: 🔹Before the Hormuz crisis, the expectation was for Brent crude to remain range-bound in the $60s, with only occasional spikes. 🔹Once the dust settles — a couple...
Trump Postpones Iran Strike; Hormuz Tension Rattles Oil Markets
Trump delays Iran attacks to 6 April, but Strait of Hormuz risk keeps oil and supply chains on edge. https://www.metalnomist.com/2026/03/trump-delays-iran-attacks-as-strait-of.html
Brent Crude Hits New High, Up 59% Since War
Nearby Brent Crude Oil Futures made a new closing high today. Up 59% since the war began. https://t.co/659nwQCHcc
Markets Underestimate Long-Term Impact of Europe's Gas Surge
Gas prices in Europe are running 50-70% above normal, and the Qatar LNG facility attack hit infrastructure will take decades to rebuild. @8eanmurray from @fuseenergy says markets are pricing this as a blip. He thinks they're wrong. @Steven_Ehrlich @bitsandbips https://t.co/DwMsHVSFmY
Market Underestimates Ukrainian Hits on Russian Fuel Exports
Feels to me like the effects of Ukrainian attacks on Russian oil and diesel export capacity is underappreciated by the market.
Markets Ignoring Iran War Energy Crisis Will Panic
Markets are disconnected from the physical reality of the Iran War energy crisis, writes @Nadav_Eyal Oil is not clearing but markets are being held together by misleading narratives Once reality is understood, markets will panic.
Fertilizer Shortage Will Drive Food Prices up 60‑100%
Food cost will increase 60-100% because of the fertilizer crisis Right now it’s a cost problem. Within weeks, it becomes a supply problem. Within months, it becomes a yield problem. https://t.co/2wsjnUcnaH #EnergyCrisis #FoodSecurity #Fertilizer #Inflation #Geopolitics
Gulf Aluminum Plants Supply 9% Globally, Tightening Markets
The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace. #aluminum #iranwar #geopolitics https://t.co/qO2ERCGHMN
Gold Ignoring Yields Signals Q2’s Biggest Move
Gold and Silver Paradigm everyone is ignoring; The correlation that everyone trades on—Oil up, Gold down—just got deleted. And if you don't understand what happens when Gold stops caring about yields, you're about to miss the biggest move of Q2.
Sanctions Keep Russia's War Windfall in Check
New at THE OVERSHOOT: Russia's Iran War Windfall in Perspective https://t.co/YgLaalkQxU As long as financial sanctions and export controls remain in place, the aggressor's gains from higher oil and gas prices will be limited. https://t.co/MWwrDIs9pR
Agriculture Prices Break 20-Year Barrier, Set to Surge
It’s official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it’s a natural lag in the macro setup. Be mindful of the social and political consequences...
Iran War Threatens Global Fertilizer Supply, Endangers Food Security
The Iran war has crippled Middle East production/shipments of fertilitizer and upstream inputs, threatening global food supplies. That could be bad for rich countries - and disastrous for poor ones. https://t.co/YLuPd0NrWM https://t.co/FPLfLjAOYy
Crude Prices Edge Higher Amid Hormuz Stalemate
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
Gold Likely to Hit Multi-Year Low, 75% Chance
Hey @PeterSchiff I am giving it a 75% probability that this week's low or maybe slightly lower will be the low for Gold for years to come https://t.co/tXbWvueWh7
Urea Prices Surge to 2022 High, Threatening Farmers
This week, New Orleans granular urea prices, the most common nitrogen fertilizer, spiked to their HIGHEST LEVEL since September 2022. THIS HITS FARMERS HARD. It comes right before the spring planting season. FARMERS CAN SEND THE BILL TO TRUMP & NETANYAHU. https://t.co/5Kv6ZSVIjM
US Soybean Exports to China Plunge to 19‑Year Low
🇺🇸🇨🇳At the White House on Friday, Trump said: “American soybeans are now being shipped to China in record amounts.” Unless something unexpectedly changes, 2025/26 U.S. soybean exports to China are on track to be: ▪️a 19-year low ▪️down 58% from the five-year average...
India's Export Bans Could Sway Global Rice, Sugar Prices
Decent odds we see some export bans for key commodities where India can move global prices (eg rice, sugar)
LNG, VG, NEXT Surge After Australian LNG Outage
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
Europe Urges Early Gas Refill, Traders Stay on Sidelines
European governments are keen for traders to make an early start refilling severely depleted storage tanks But the gap between summer and winter gas prices is telling them to wait. For now, traders say they are largely staying on the sidelines...
IEA Urges EU to Decouple Gas From Electricity Pricing
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
2026 Oil Spike Likely Demand‑Killer, Not Bull Market
Oil may spike in 2026—but that’s not a new bull market. In a debt-heavy, fragile system, high prices don’t fuel growth—they crush it. This looks more like a spike that kills demand than a cycle that sustains it. LINK👇 https://t.co/kmq5wrQnHw #Oil #EnergyCrisis #Macro #Geopolitics #OilMarkets
BBD RIN Gallons Appear to Match Leaked OMB Figures
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
Helium and Sulfur Shortages Threaten Mining and EVs
We are just weeks from major disruptions to mining, EVs, and all such things due to Helium and Sulfur shortages It is not the end of the world, but it will likely end the business cycle unless solved within 7-10 days...
Argentina Permits 15% Ethanol Blend to Curb Soaring Fuel Prices
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
Eurozone Ministers Discuss Energy Risks and Immediate Support Options
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
New Map Shows Diesel Cost Per Mile by Location
We've created a new map, which tracks the estimated cost per mile for buying diesel, depending on where you purchase fuel. https://t.co/JKDNneabWc
$0.10 Gas Price Hike Adds
“Every $0.10 rise in the price per gallon means over $12bn of additional spending on gasoline versus 2025” - JPM
Oil Market's Health Shown by Zero‑stock Longevity Queries
You know the oil market is in a healthy position when I keep getting questions along the lines of "but what if we just drew every global stock/inventory to zero, how long would that buy us?"
Ceasefire Secures Higher, Long‑Term Oil Price Plateau
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
Investors Should Re‑Think Oil Strategies Amid Geopolitical Shifts
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q
Iran War Cripples Hormuz, Triggers Unprecedented Oil Shock
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
Soybean $12 Barrier Demands $100+ Oil, Crop Shortfalls
Soybean's $12 Ceiling Alongside $120 Crude Oil - It may take some combination of WTI crude oil staying above $100 a barrel, a poor Brazilian crop and a Corn Belt drought for soybeans to stay above $12 a bushel. Alongside...
Grain Producers Hedge as Futures Signal Mild Profitability
March Selling When They're Yelling in Grains - A takeaway from the March 24-25 Bloomberg Farm, Food & Fuel Summit in Kansas City was that many Corn Belt grain producers used recent price increases to hedge. Corn and soybean futures...
Dollar and Oil Hold Steady After Trump’s Iran Pledge
The Dollar and Oil are Bid: The dollar and oil remain firm. The market has a had muted reaction to President Trump’s announcement late yesterday that it will extend its pledge not to strike Iran’s energy infrastructure for ten days...
Brent Surpasses $110 as Hormuz Closure Cuts 15M Barrels Daily
Gm, oil watchers Brent crude back above $110 this morning because—and stop me if you’ve heard this one—the Strait of Hormuz remains shut and the world oil market is losing 15 million barrels every day that remains true https://t.co/jg4V9IlWhv
Iran’s Gas Attacks Threaten Persian Gulf Aluminum Production
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters. Full Newsletter: https://t.co/HA7AqLgHqP...
Gold May Not Rebound If Fed Shrinks Balance Sheet
So weird anyone is surprised by this. Time and time again, gold falls at the peak of a liquidity/financial crisis because people liquidate emergency supplies. Note Turkey. But then usually corrects higher once things stabilise (especially if Cbanks flood the...
China Slashes LNG Imports, Pivots to Domestic Gas
China is cutting LNG purchases as the Middle East conflict boosts prices 🇨🇳🚢 📉 March imports are poised to fall to lowest level in 8 years ⚠️ Instead of LNG, China is turning to domestic/pipeline gas. This will help free up supply...
Check Diesel Prices Before Filling to Avoid Overcharges
Alert Warning ‼️🚨 TrafficSA has advised motorists to check the price before just pouring diesel into your vehicle. R33.30 a litre is just insane. 🤯 We need to advise each other about prices at petrol stations so we do not fall victim...
Fuel Quotas Cut 33%: RON95 Squeeze Hits Malaysia
April 1st is judgment day for your fuel tank. The government just slashed Budi 95 quotas by 33% and put diesel on a leash. Are you ready for the RM1.99 squeeze? TLDR List: 1. RON95 quota slashed. 2. Gig workers protected. 3. Diesel limits enforced. 4....
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Iran War Unleashes Unprecedented Oil Market Disconnect
The complexity, uncertainty and fluidity of the Iran war’s impact on oil markets have made it increasingly challenging to compress analysis into 45-second soundbites in 5-7 minute TV interviews — though I’ve done my best over the past 4 weeks. So...
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
WTI Prices Surge Despite Rising Inventories, Signaling Urgent Supply
WTI comparative inventory reflected supply urgency over fundamentals CI increased 9.5 mmb but price rose $4.22 week ending March 20 $96.07 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket