Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia
The 2-year Treasury yield (blue) fell sharply at 8:30 am today, a sign markets think today's CPI was benign and so the Fed cuts more. Bloomberg's XAU/$ gold price (white) rose around the same time, which is consistent with that...
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF
📈Money managers staged a near record buying spree in CBOT soybean futures & options in the week ended Feb. 10 on renewed U.S.-China optimism. New net long = 123,148 contracts. Net buying of 94k contracts was the second most for any...
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
This is an interesting oil market transparency development. Argus "will assess three grades of Venezuelan crude oil, Merey, Hamaca and Boscan, for delivery to the U.S. Gulf coast, which Argus said is now the most likely destination for Venezuelan cargoes" https://t.co/RaKzvH53Rp
Brent crude option skew—which many have been treating as a proxy of oil market Iran risk perception (see comp to June 2025)—continues to deflate. Down more than half from a week ago, with prices down ~$3/bbl from Wednesday high. Gives a sense...
Singaporean light distillate (eg gasoline/naphtha) inventories are *very* high right now. (seasonal chart, million barrels) https://t.co/ZgYbX7ZU9F
OIL MARKET: The core group of OPEC+ countries need to decide on March 1 whether to re-start production increases after the Jan-Mar pause. Some members in the group see scope for resuming the monthly hikes, although conversations haven't started yet....
"Cargill to Close Milwaukee Beef Facility, Cutting 221 Jobs on Herd Decline" https://t.co/R3enSgd7lj "An industry turnaround isn’t expected soon, as there are few signs of a much-anticipated rebuilding of US herds." 😬
BOMBSHELL @FT scoop: Trump admin mulls cutting steel/aluminum tariffs bc these taxes 1) raise US prices; 2) are insanely complicated; 3) had other unintented consequences (incl lobbying). They're admitting, in other words, that gravity exists. Good. https://t.co/o4RkfMWxlF
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid. Full Newsletter: https://t.co/daeIxnpldt #rareearths #trump #projectvault https://t.co/p6icljXtjO
U.S. GASOLINE STOCKS are well above normal for the time of year, weighing on refining margins. Inventories totalled 259 million barrels on February 6, the second highest on record for the time of year, exceeded only before the pandemic in...
OIL: ticks back into the green and remains Bullish TREND @Hedgeye Yesterday was the 1st day where we could start buying some Energy Exposure on red https://t.co/eURgEMfFpO
🚨 THIS COULD BE A GAME CHANGER FOR METALS AND RISK ASSETS Big news emerged yesterday: Russia is seriously considering returning to dollar-based settlements as part of a broader economic partnership with President Trump. For the past 3–4 years, Russia has been...
Link: https://t.co/VlV8K8X7eR 🇫🇷France set out a new energy law after years of wrangling on Thursday which slashes its wind and solar power targets and drops a mandate for state-run firm EDF to shutter nuclear plants. Summary France has cut its 2035 wind and...
U.S natural gas comparative fell 7 bcf for the week ending February 6 It moved to the greatest deficit since March 2025 Henry Hub spot price decreased $8.78 from $13.79 to $5.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/tLe3q7z4xZ
You can’t stockpile what you don’t control. The easy part is $12 billion from the Trump Adminstration. The hard part is finding the mines, processing & pricing. Washington needs to build alliances instead of burning them. https://t.co/JfhrJs5VnH #CriticalMinerals #Geopolitics #China #SupplyChains #EnergyTransition #Mining #USPolicy
The European Investment Bank plans to advance electricity capacity by moving grid debt off bank books & monetizing future revenues I'm not holding my breath. This is Europe, after all. https://t.co/UHQ7GprVvL #PowerGrids #EnergyInfrastructure #Europe #EIB #Electricity #EnergyTransition
A bit of a stretch, attributing crude’s slump on Thursday to the #IEA report. If the market thought a 4 million b/d glut would cushion any supply disruption/shock, including the one posed by current US-Iran tensions, Brent would not have been...
A mixed week for the oil glut story CI rose but has fallen from its mid-January maximum U.S. comparative inventory rose 1.7 mmb for the week ending February 6 Crude C.I. rose 7.1 mmb, gasoline rose 1.0 mmb but distillate fell 2.4...
WTI comparative inventory has decreased 14 mmb (54%) from its mid-January maximum $63.09 WTI was $6.50 > marginal price on the red yield curve the week ending February 6 Markets may be adjusting price upward toward the yellow yield curve #energy #OOTT #oilandgas...
30-40% growth *from what baseline*?! Venezuelan production has been all over the map over the past few months—some very flattering base effects from which to cherry pick.
Record gold prices + a weakening dollar don’t scream “risk-on.” They signal global capital reallocation and rising demand for insurance amid lingering policy uncertainty. Hedging behavior is increasing even as equities grind higher.
Again I’ll say: Virtually anything is physically *possible* in the oil market. Far fewer things are economically viable, let alone profitable. This is a nonsense take.
"Aluminum prices in the US have been rising faster than global prices for much of this past year because of tariffs. The so-called US Midwest premium...climbed to an all-time high of $1.03 a pound on Wednesday" https://t.co/lVUj91ooyh https://t.co/lIKmsxcJem
Natural gas storage is part of the reliability and resilience story too. When there’s insufficient long-distance pipeline capacity, access to storage is your next best bet. This is part of the solution too.🧵 https://t.co/o35G4ig5HU
Sure, the IEA demand forecast update was negative... but pretty inconsequential in the scheme of the supply developments that are actually currently driving the oil market. https://t.co/P0KD7cPlR4
-$3.6T in 90 minutes Gold fell 3.76%, wiping out nearly $1.34T in market cap. Silver dropped 8.5%, losing around $400B in market value. The S&P 500 declined 1%, erasing $620B. Nasdaq slid more than 1.6%, shedding $600B. The crypto...
$SLV having big trouble getting above 75.00 again...which still won't be enough to restore confidence. Big inflation report ahead...precious metals may see a big reaction.
How much oil would Venezuela produce by Dec 2026? (Current output has rebounded to just under 1m b/d)
🌽U.S. corn export sales for 2025/26 are nearing 61 million metric tons (2.4 billion bushels). Early Feb sales in 2020/21 were similarly massive but heavily skewed by China. Non-China 2025/26 corn sales are 52% larger than at this point in 2020/21!
GOLD ( XAUUSD ) just dumped over a 1000 pips after yesterday's NFP , but what just happened ? 👇 Netanyanho signalled towards de-escalation in the middle east with a potential deal b/w Iran & US This optimistic headlines lead to a...
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton https://t.co/bNqmCOVYCt https://t.co/7NJ9NoBZCx
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
Pack it up, gas bulls. Winter is over Japan's temperature outlook for the next month 👇 https://t.co/0NTPCXmGD1
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
My entire feed says gold has peaked and Bitcoin's turn is coming. Then I sat down with Joshua Lim. He sees signs of a blow off top… BUT also GameStop-esque demand propping up the metal 😅 #gold #markets #liquidations
Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap, EVEN MORE than in 2011 (prior speculative peak). Well sourced from "largest smelter in New York" Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi https://t.co/ng04tObLMG
Gold stocks ripped in 2025… and the crowd still isn’t here yet. That’s the setup. In my @CSE_News TV chat, I break down why 2026 could be when developers + explorers finally get their moment—and why silver strength matters. Watch: https://t.co/NwTnRuwApf https://t.co/LU31dyl7sv
🇺🇸After 8 of 19 February trading sessions, December corn is averaging 3% below last year's U.S. insurance price and November soybeans are averaging 4% higher. https://t.co/hSmhgukFMi
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
🇺🇸U.S. ethanol production in the first week of February popped right back up to the pre-arctic blast levels, totaling 1.11M bpd, a February best. U.S. temperatures have been unseasonably mild this week, and that should largely continue through the rest of...
The commercial sector is now the largest electricity consumer in Ohio, driven by data center expansions. Commercial electricity sales surpassed residential sales for the first time on a twelve-month moving average basis in August 2025 and now account for 35%...
