Oil Call Options Show Limited Upside Beyond $120
🚨 Call options on oil DO NOT indicate significant interest above $120/barrel. signals optimism oil-price rise may be contained. https://t.co/nlL7YR1ZsA
Market Easing on Trump Prolongs Strait of Hormuz Crisis
This isn’t over and the current market reaction, by reducing pressure on Trump, is only elongating the duration of the crisis and the physical disruption through the Strait of Hormuz. https://t.co/bMeee4CJjz
IEA Convenes G7 Ministers to Assess Oil‑gas Market
Today @IEA hosted a G7 Energy Ministers Meeting, chaired by Minister Roland Lescure of France, on the current oil & gas market situation We will hold an extraordinary meeting of IEA Member governments later today to assess market conditions My statement: https://t.co/ViR4Zc4Mhv...
War Drives Gas Prices up 18% in Eight Days
Yesterday was day 8 of the war. The national average of gas prices is up 54 cents (18%) since it started. Prices were up 6 cents yesterday. https://t.co/gCWn8VQcNz
Markets Expect Stable Supply, South American Soybeans Lean
USDA's March WASDE is due at 11 am CDT on Tuesday. On average, the trade isn't looking for any significant supply changes at the U.S. or world level, but there is a downside lean to the soybean crop in South...
Skip Oil Frenzy; EM Differentiation Lifts Brazil, South Africa
Trump yesterday said war will be over soon. Oil tumbled. As I signaled over the weekend, better to steer clear of the frenzy around oil and focus on EM differentiation. That theme's only been traded for a few days and...
Oil Spikes in Response to Trump's Iran War Stance
My comments on oil's reax to Trump's Iran war declarations in conversation with @AJEnglish earlier today.
Silver Nears $90 as Capital Rotates Through Metals
Silver is approaching $90 again — this time from a much more oversold level. Notice what’s happening across the commodity complex: Capital keeps rotating from one resource to another. While the market’s attention is fixated on the current flavor of the month...
Oil's Real Upside Remains Unpriced Amid Ongoing Tensions
$WTI hit $111 intraday. Pulled back to $97. Still up 70%+ YTD. Markets priced in a ceasefire that hasn't happened. The Strait of Hormuz is still closed. Unpopular opinion: the high for oil is not in yet. https://t.co/Ag4wJnGVhR
Middle East Strikes and Oil Surge Amplify Global Risks
As strikes shake the Middle East and oil prices soar, what are the global ramifications of the US and Israel’s conflict with Iran? 🎥 Tune in LIVE as @TimOBrien discusses with @JavierBlas and @MarcChampion1 Tuesday, March 10 @ 8:30 am EDT...
Eight Experts Analyze Today’s Oil Market Landscape
8 experts express their views about current oil market conditions. 👇👇👇👇 click on the link, then change the language in your browser.
December Crude and Corn Futures Poised Below $55, $4.60
Massive Short Cleansing or New Bull Market? Crude May Follow Gas - The invisible hand can be quite efficient in autocorrelated commodities, and crude oil and corn producers may have just received a chance to hedge and bring on more...
December Corn Caps Near $5 Amid Rising Stocks
Did December Corn Peak Near $5? Corn's $5-a-bushel ceiling may have solidified due to the Iran war. When December corn (Dec26) began trading in 2022 at about the same price as on March 9 near $4.85 a bushel, US ending stocks...
Hedge Funds Keep US Gas Bets Low After Iran Attack
HEDGE FUNDS and other money managers had cut bullish positions in U.S. natural gas to the lowest for more than 18 months before the United States and Israel attacked Iran. Even after the attack and the closure of the Strait...
European Gas Prices Plunge 17% After Trump’s Market Reassurance
European gas prices drop after Trump’s effort to calm the market 📉📉 Dutch TTF futures fell as much as 17%, the biggest intraday decline since 2023 Prices had been steadily rising over the last week following the closure of the world’s largest...
Diesel Prices Jump yet Remain Below COVID Highs
Diesel prices have surged, but still far lower than the peaks set during COVID https://t.co/WJoutp3QcO
Hormuz Closure Could Push Oil Past $200
HOW OIL COULD SURGE TO $200 AND BEYOND @tracyalloway and I talk with @Rory_Johnston -- typically one of the least-alarmist people in oil -- about how the longer the Straight of Hormuz is shut, the greater the likelihood of an...
Iran Conflict Sparks Volatile WTI Oil Prices
𝗪𝗵𝗮𝘁 𝗜𝘀 𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝘁𝗼 𝗢𝗶𝗹 𝗣𝗿𝗶𝗰𝗲𝘀? West Texas Intermediate crude oil (WTI) has recently shown erratic price movements following the military conflict involving Iran. Oil has long been a critical commodity supplied by the Middle East. Because of the geopolitical tensions that...
G7 Energy Ministers to Discuss Oil, LNG Amid SPR Debate
G7 energy ministers are scheduled to hold a video call (involving the IEA too) today to discuss the oil and LNG markets. Yesterday, G7 finance ministers flagged a potential use of the oil SPR. Japan and several other north East...
2026 Energy Crisis Spurs Shift to Solar and EVs
Oil shocks and crashes: Where are we headed with the 2026 crisis? #oil #solar #EVs https://t.co/YJR9ZPQIRR https://t.co/TQRdwm55nX
Six‑Dollar Crude Swings Signal Market Instability
This may be tame relative to Monday’s insanity, but let’s just be clear that $6/bbl intraday crude price swings are not the sign of a healthy or settled market. https://t.co/n5HX62ltNm
Australian Fuel Prices Spike Amid Middle East Conflict
Fuel jumped up $0.60 cents a liter overnight in Australia because of the conflict in the Middle East. It’s now $2.40 per liter. How much do you? Wonder if this will become part of the ‘new normal’ and if it’s...
Trump Team Weighs Easing Russia Oil Sanctions to Lower Prices
March 9 (Reuters) - President Donald Trump's administration is considering reducing oil sanctions on Russia to help cool a surge in global energy prices triggered by the U.S. and Israeli war on Iran... according to three sources familiar with the...
Oil and Silver Futures Reclaim $80+ Levels
Oil and Silver Futures cross back over in the $80's. Can't make this kinda stuff up if you tried. April Crude $85+, May Silver $89+
WTI Crude Hits Record Intraday Range Since Pre‑Lockdown
#Oil’s wildest day ever? Excluding the period when the world was in lockdown while Corona, yesterday marked the largest intraday trading range in history for front-month crude WTI. https://t.co/3P4EB6ZrZ3
Scale × Duration Determines Energy Disruption Impact
“Scale x Duration” the formula you need to understand any energy supply disruption. In the case of Hormuz Scale: the scale is large, 16-20 million barrels per day of crude oil. Duration: ~10 days and counting?
Iran Now Cast as Oil‑flow Villain; Markets Act Calm
JUST IN: Classic turning the tables. Now Iran will be the bad guy for doing anything that hinders oil flows through the Strait of Hormuz. Crude is trading Tuesday morning as if the war is over. The proof will be in...
Oil Surge Prompts Trump to Reevaluate Jones Act
"Oil Prices: Crude's Wild Day Has Trump Rethinking the Jones Act" https://t.co/YKhaomLkrd For the record, it's technically not "trutherism" if it's - you know - the actual Truth. https://t.co/7CZuzc3gja
WTI Crude Plummets 24%, Speculation Unwinds
Crude Oil WTI Plunged by 24%, Back Below $88, from $116 Overnight. Gasoline Futures -16%. Manic Speculation Unwinds. The Futures Market is where the Imbeciles go nuts. https://t.co/uWAJTgQkXb https://t.co/EdZk8SVqd6
He’ll Keep Oil Above $100, Not Below $80
My 2-cent take — he’ll try to jawbone to keep oil below $100, but he won’t deescalate to bring oil below $80 (to the extent he’s really in control here anyway). And the oil floor probably keeps going up while...
Oil Slides as Hormuz Transits Expected to Ease War Impact
*WTI OIL DROPS AS MUCH AS 10% TO $85.52/BBL AT START OF [Tuesday] TRADING *TRUMP SAYS IRAN WAR WILL END 'SOON' BUT NOT THIS WEEK Not to be callous ... but the market really cares about oil tankers moving through the Strait...
Trump Overestimated Oil Surge After Strike Decision
President Trump said that he knew oil would go up if he went forward with the strikes...and it went up less than he thought. That's wild. How high was he expecting?
WTI Crashes 10% to $85.52 After Comments
Oil plummeted on these comments West Texas Intermediate slumped as much as 10% to $85.52 a barrel, after climbing to nearly $120
Oil Market Sees Historic $35/Bbl Intraday Plunge
No doubt a day for the oil market history books. Nearly $35/bbl of intraday crude price chomp is wild. And this is far from over yet. https://t.co/nrgOddtT5n
RBOB at $2.52 Signals Potential Gas Price Decline
RBOB $2.52.. is that print right? Oof... gas prices may actually fall from the current AAA average... https://t.co/37XEXRl4Ts
Historically Cheap Gas at $4/Gal Sparks Expected Complaints
$4/gallon gas is extremely affordable, historically speaking.. it's really not a big deal.. but there will be lots of whining (if we get there.. looks like we could top out around $3.80) Chart from Jeff Weniger at @WisdomTreeFunds https://t.co/VHUBGSZ7jG
Energy Stocks Stay Resilient Amid Wild Oil Swing
Wild. A $35 swing in oil prices in one day. Smells fishy... Oil and gas stocks held up remarkably well despite all this. A reminder that silver experienced similar volatility and is now settling at levels well above any point in...
2026 Geopolitical Turmoil Drives Global Oil Price Swings
The geopolitical rollercoaster that is 2026 continues and is impacting global oil prices. #canada🇨🇦 #canada #trade #energy
WTI’s Strongest January Start Since 1983
WTI crude oil's best start to a year on record... well it was... (NYMEX futures begin in March 1983) @soberlook https://t.co/EGLX7QmA3x https://t.co/TPJ8psJtdo
Trump's Iran Comment Pushes Oil Below $90, Markets Rally
As I noted in this thread, no oil infrastructure was damaged. This was all about waiting for a resolution to gets the ships moving again. Looks like that happened and the market is pricing in the end of the war. Headlines * TRUMP...
Trump’s Iran War Comment Sends WTI Below $90
WTI crude oil fell below $90 per barrel after President Donald Trump told CBS that the Iran war is “very complete, pretty much.” Earlier in the day, WTI had surged to a peak of $119. https://t.co/ElHrOuNRmc
Markets Rebound as Iran Conflict Eases and Oil Reserves Released
If you’re wondering how the stock market closed green after oil dropped 30% Here’s what just changed: > President Trump just signaled the war with Iran may be nearing an end > G7 nations are reportedly considering releasing up to 400M barrels from...
Oil Plunges $30 on Trump’s Iran War Comment
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
Oil Prices Held by Hormuz Tanker Standstill Risk Premium
The oil price isn't one of those things that spirals infinitely up. At current levels near $100, a big risk premium prices the temporary standstill of tankers in the Strait of Hormuz. You can bet Trump is working like crazy...
Patience Saves; Oil Slides Amid Trump Hormuz Threat
I am glad that I have remained patient so far. If you had jumped the bandwagon on oil this morning, you would have been 20% down ish by now. I know the below is not a guarantee, but I stick...
Oil Spikes 35% in Week, 90% Since December
Oil just did something it hasn’t done in 40 years. It’s now up +35% in a week. Up 90% since December’s low of $55/barrel. Now crossing $105+. This isn’t normal.
Oil Flips to Technical Bear After Weekend $115 Surge
Oil closed Friday in a bull market at $91 but will close today in a technical bear market around $95 because it went to $115 over the weekend. https://t.co/kG1QReBbAy
Oil Prices Plunge Over 20% Into Bear Market
"We survived you guys. Oil is in a bear market, down more than 20% from its highs." - @jschultzf3
Crude Oil Futures Likely to Stabilize Near $94
Crude Oil Futures could be unchanged soon $93.66 after the high of $119.48 kinda like that day in Silver Futures
New‑crop Corn and Soy Near 2026 Annual Highs
🌽$4.98-1/2 per bu 🫛$11.72-1/2 per bu Will Monday's highs be the annual highs for new-crop corn & soybeans in 2026? Dec corn nearly hit $5, though the close was almost 17 cents off the session high (Nov beans closed ~24 cents off)....