Middle East Conflict Will Drive Long-Term Energy Price Surge
Why the war in the Middle East will have long term impacts on energy prices and our energy security. I talked to TRT World last night. https://t.co/Tia1QYZDBJ
Oil Prices Fueled More by Conflict Expectations Than Supply
The oil price is a combination of two things: (i) a physical shortage of oil in the here and now; and (ii) expectations for how long this conflict lasts. The latter channel is by far the more important one in...
Fuel Price Surge Echoes 2008, 2022, Threatens Equities
Gasoline, Diesel Price Surges May Mirror 2008, 2022 - US average gasoline and diesel prices have approached the $4 and $5 a gallon thresholds, raising the prospect of greater consumer and economic stress -- and peaks akin to 2008 and...
Naphtha Shortage Halts Plants, Sends Asian Markets Tumbling
"Petrochemical Shutdowns Spark Industry Shock, Asian Markets Plunge: Naphtha shortages force South Korea, Japan plant halts as Asian stocks crash amid supply fears" https://t.co/SZ6pwkCiSi https://t.co/se32khyggJ
Bargain Hunters May Drive Silver Rally Before Month‑end
Will bargain buyers come into silver before month end? Last April we saw similar correction before silver went for $100 run. https://t.co/8s8UPSrWxJ
Asia's Jet Fuel Demand Crumbling, Oil Outlook Dims
GS: Increasing Evidence of Oil Demand Destruction, Especially in Asia and for Jet Fuel https://t.co/ZXj2aGuaMX
African Metal Bans Threaten Chinese Battery Supply Investments
African export restrictions on battery metals are a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies https://t.co/yoI9r6fpaN
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.
China Slashes Hi‑Tech Metal Shipments to Japan, Boosts Magnet Exports
China cuts some hi-tech metals sent to Japan – but magnet exports rise. Why? https://t.co/7TeFEq0KsX
Paper Brent Futures Mislead; Spot Prices Already $150
Brent futures at $110 does not mean $150 is “theater” @robin_j_brooks Spot barrels & products are already trading there. The paper market ≠ physical market Put the esoteric models in the trash & ask any oil trader what's true #Brent #Oil #SpotMarket #Futures...
Singapore Jet Fuel Spike Signals System‑Wide Oil Stress
Singapore jet at $230 a barrel tells you where the stress is showing up first Jet has been ground zero, then naphtha and fuel oil, with diesel next & gasoline last The whole barrel is now under stress. It's a system-wide shock #JetFuel...
China’s SGE Silver Trades 11% Premium to Spot
Good morning china 🇨🇳 At open on Tuesday, 3/24 SGE #Silver traded at RMB 16830.0/kg ($76.088/Troy oz) Spot #Silver is $68.440/Troy oz SGE premium at 11.2% over spot
Oil Market Reset: Billion-Barrel Loss Raises Prices Permanently
The world has lost nearly a billion barrels of oil production, writes @ericnuttall They're gone for good That resets the baseline for oil prices The idea that crude just slides back to $60 once the shooting stops reflects a PROFOUND IGNORANCE about...
Silver's Sharp Drop Sets Strong Entry Opportunity
Silver's ~46% crash from Jan '26 highs looks like classic volatility, margin hikes, profit-taking after 130%+ run. Long-term? Fundamentals strong: 6th straight deficit in 2026, solar/EV/AI demand provides floor. Shakeout creates better entry. https://t.co/LXPHZL13Eg
Copper Demand Stays Resilient Despite Iran Conflict Worries
HOUSTON - Freeport-McMoRan expects demand for copper for use in electrification, data centers and other high-tech areas to remain resilient despite market jitters tied to the Iran conflict, CEO Kathleen Quirk told Reuters on Monday. $FCX
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
Middle Eastern LNG Delayed to June, Oil Hoarding Risks Rise
Middle Eastern liquified natural gas (LNG) might not come to Europe till June, and why speculative hoarding of oil is a serious concern going forward, per top shipping/energy hedge fund in shipping and energy trading A must watch
Brent Oil Faces Bearish Turn Near $112 Resistance
#BrentOil Comp big Down Candle and Bearish Engulfing. Resistance $112.1. Support $91.8, $84, $80, $69.2. Near MACD Bear Cross. RSI 63 dropped from Overbought. Top Bollinger Band $107.9. Midpoint Line $97.7. Bottom Band $87.4.
Gold's Sharp Sell‑Off May Signal Local Bottom
"Gold had an extraordinary sell-off. I wouldn't be surprised if this was a local low." @ramahluwalia https://t.co/rhrBApEEh7
Markets Still Price Oil Disruptions, Extreme Scenarios Unlikely
"We are still seeing markets pricing some degree of oil disruptions. The worst scenarios are off the table, but also the best ones." @austincampbell https://t.co/Mn06ovDktZ
Gold Spikes Off 200‑day MA Amid Record Outflows
Gold Futs printed big wick energy off the 200-day MA + reclaim of Oct 2025 pivot high. This after Goldman reported $GLD experienced the largest monthly outflow since April 2013 -- capitulation? https://t.co/5qnVQMFUbq
Oil Prices Slip Despite Months-Long Supply Recovery
By now, everyone knows it will take months for oil supplies to recover from this fiasco. And yet the oil price dropped pretty sharply on today's fake TACO. That seems significant to me...maybe, if we get a proper resolution, markets...
US Corn and Bean Flash Sales Return, First to Mexico
🇺🇸Monday's flash sale of U.S. corn was the first since March 4, and the bean sale was the first since Feb. 12. These also marked the first U.S. flash sales explicitly to Mexico since Dec. 17 (corn) and Jan. 13 (soybeans)....
Silver Expected to Stabilize $65‑90 as Funds Shift to Crypto
I don't think we'll see Silver go substantially lower from here. It's quite clear that there's the range. In between $65-90 I'd expect volatility to slow down. Given that there's been so much upside in these assets, the money is likely...
Brent Crude Slides Below $100, Still Above Pre‑crisis Levels
CHART OF THE DAY: Brent crude oil has settled today below $100 a barrel (at $99.94 a barrel). As the chart shows, still way higher than pre-crisis levels, but also well below the peak reached during the early days of...
IEA's Record Release Fails to Dent $110 Oil Price
IEA released 400 million barrels. The largest emergency release in history. Oil is STILL above $110. $112.76 Brent right now. When the biggest intervention ever can't move price, the supply damage is real. $XLE https://t.co/dls2Gube4l
Jet Fuel Costs Double, Sparking Airline Crisis
Jet fuel prices have DOUBLED to over $200/barrel since the Iran war. Asian airlines and energy suppliers face MAJOR SHORTAGES. SIGNS OF A MAJOR CRISIS ARE APPEARING: Thousands of flights have already been canceled AIRLINES SHOULD SEND A BILL FOR DAMAGES TO...
Markets Underprice Prolonged Iran Conflict, Expect Sharp Correction
Month two. No de-escalation. More troops. Kharg Island occupation being planned. In my experience, markets that price short conflicts and get long ones reprice quickly and painfully. Kharg Island handles 90%+ of Iran's oil exports. The implicit assumption built into current market prices...
Short‑Term Inflation Peaks as Oil Prices Stall
Non-consensus view here @fejau_inc @qthomp ... Feels like short term inflation expectations are likely making a top here. Obviously this has a lot to do with oil. If oil can't go any higher on the headlines now, time to pay attention.......
WTI Poised for Biggest Drop Yet, Still
Depending on where the WTI crude oil front month closes the day, we are looking at either the biggest single-day drop since Jun 23, 2025 or Mar 9, 2022. Either way...massive day...and yet still over 36% higher than the 200-day...
Interest Rate Hikes Pose Bigger Threat Than Oil Prices
"We're focused on and worried about the rise in oil prices, but it's the rise in interest rates that can actually have a broader negative impact on the global economy..." 🎙️ @pboockvar, CIO @onepointbfg https://t.co/JjvKGO6Kfq
Fed Reacts Differently to Oil Price Shocks
I used Claude to draw a chart that captures how I see the Fed's asymmetric reaction function towards oil. https://t.co/q9WcR7aCNC
Oil Prices Fluctuate; Trade Real‑Time Predictions on Hyperliquid
$92… no $110… wait $75… now $87 a barrel Now trading — Crude Oil (Brent & WTI) Powered by @HyperliquidX 24/7 oil markets, users can trade monthly, weekly, and daily Predictions 🛢️ https://t.co/7TwArSgY9T
Acid Prices Surge as Hormuz Sulfur Supply Tightens
Kamoa-Kakula's #copper smelter is currently producing 1,600 tonnes of high-strength sulphuric acid per day. We are currently selling this acid for between $470/t and $500/t to local mining operations in the DRC Copperbelt that critically need the acid to leach...
Oil Prices Retreat to Reaction Lows, Gasoline Dips
Oil sinking back toward those reaction lows... WTI $87 Brent $99 Gasoline futures down 36 cents https://t.co/68SjGUaFW0
Gulf Shut‑ins Could Cut 200 M Barrels in First Month
Current Gulf production shut ins alone, if held at current levels through end-March, will result in roughly 200 million barrels of crude *not being produced* over the first ~30 days of the Iran War Not simply displaced supply, but barrels that...
US‑Israeli Strike Closes Hormuz, Triggers Global Gas Crisis
Thanks to the US-Israeli attack on Iran, the Strait of Hormuz is ‘closed’. As a result, countries worldwide are facing a gas supply CLIFF-EDGE. LNG from Qatar is NOWHERE TO BE FOUND. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/qE8zgTwxgC
Physical Oil Scarcity Outpaces Futures Pricing, Says Chevron CEO
Chevron CEO Mike Wirth says the physical oil market is tighter than the financial oil market is reflecting, particularly for refined products. The scarcity, particularly in Asia, is “not fully priced in the oil futures curve,” he says. #CERAWeek
U.S. Oil Production Likely Plateaued, Growth Hinges on Prices
Chevron CEO Mike Wirth says that U.S. oil production probably reached a “plateau” over the last 6 months or so — too early to say whether growth would re-start as it would depend whether current prices stay or not.
Brazil Soybean Harvest Lags, only 68% Complete
🇧🇷Brazil's soybean harvest was 68% complete as of last Thursday, well below the year-ago pace of 80%. https://t.co/CzD6l0Ilyg
WTI‑Brent Spread Reveals Iran Market Tension
one of the more useful ways to track market tension in Iran is the spread between WTI and Brent crude (nearest contract). Here a 1 yr chart, lower pane shows the spread. src: BBG https://t.co/o0tLpkaSdP
Hormuz Oil Flow Stalled, Supply Strain Persists
This is correct So much of the world now can increasingly just be driven by overconfidently posting through it—but not oil, not for long Hormuz flow still hasn't resumed and every day we're shedding more oil from the system That'll catch up—can't jawbone...
US SPR Release Targets Up to 3 Million Barrels Daily
US Energy Secretary Chris Wright says the US flow rate from the SPR exchange would amount to be 1.0-1.5m b/d and says the total IEA release would come close to 3m b/d. (Those are the first flow rates estimates publicly discussed...
Oil Prices Shift on Brief Comments, Says Wald
Watch Oil Moving on ‘A Couple Words and a Tweet,’ Atlantic Council’s Wald Says - Bloomberg @ACGlobalEnergy #oott https://t.co/YElH8A8ORG
Energy Price Surge Could Add up to 2% Inflation
Goldman: "Higher energy prices will boost global headline inflation sharply in the next 1-2 months.... our country-specific rules of thumb imply that the shock will add 0.8pp to global headline inflation over the next year under our baseline and 2pp...
Brent at $100 Relieves Political Fear of High Oil
Brent is down to $100. The latest de-escalation signal is worth about as much as the escalation signal Saturday night, but - underneath all that - it's clear that high oil prices scare this administration as much as they scared...
US Oil Use Hits Record Low Amid Global Supply Shock
its the "biggest ever shock to global oil supply", as people keep pointing out, but the US economy is also less oil-intensive than it has ever been.. https://t.co/zk9SxpcEA5
Watch Miners Rise as Metal Prices Bottom
A Classic End to A major Gold and Silver Correction like we're seeing occurs when Metal Prices Fall but Miners Hold steady then Begin to rise, giving the all-clear signal- that's what investors should be watching this week. $GLD $SLV...
Oil Prices Near Peak Due to Hormuz Risk Premium
In this podcast conversation with @paulkrugman from last week, we debate my view that oil prices are near their peak because large risk premia are priced into oil that embed substantially reduced tanker traffic through the Strait of Hormuz. Watch...
Crude Oil Forms Massive Bearish Reversal at Range Top
Crude Oil creating one of the largest monthly bearish reversal patterns in its history, as it tests the top of its trading range? $USO $SPY $TLT https://t.co/GivNir6qgu