Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
Ag Products Face Re‑pricing; Live Cattle Lead the Shift
I love this chart Shawn I also think ag products will enter a period of re-pricing. Live Moo Cows have already done so
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Rising Oil Prices Force Fed to Pause, Trim 2026 Cuts
Surging crude prices (bottom chart) make "pause" the Fed's default position. 2026 rate cuts down to 39 bps (top chart) https://t.co/Wi5u5aYQXn
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
Brent Backwardation Hits 98th Percentile Amid Hormuz Closure
BRENT futures have surged into a severe backwardation as the closure of the Strait of Hormuz threatens to create an acute shortage of barrels. The six-month calendar spread has soared into a backwardation of almost $11 per barrel from less...
Geopolitical Tensions Trigger Oil Supply Shock, Duration Uncertain
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
China Advances Power of Siberia 2 and Far‑East Gas Pipeline
March 5 (Reuters) - China will push forward early-stage work on the Power of Siberia 2 project, while building the China-Russia Far East natural gas pipeline under its 2026-2030 five-year plan, which was released on Thursday.
Hormuz Closure Threat Spurs Oil Price Surge
Same. I wrote about this past few days for clients because too many are complacent: Hormuz Heightens Risk & My Crude Oil Price Target https://t.co/jNvbWvy4Rt
Solo Market Update Highlights Thacker Pass Visit Insights
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
Nanshan Boosts Indonesian Alumina Output to 4 Mt/Yr
Nanshan adds 1mn t/yr in Indonesia, lifting total alumina capacity to 4mn t/yr with new port support. https://www.metalnomist.com/2026/03/nanshan-indonesia-alumina-capacity.html
Senator Slotkin Backs Critical Mineral Stockpile for Security
Michigan Senator Elissa Slotkin, a Democrat, says she supports legislation that would create a minerals stockpile
Coal: Unexpected Hedge for AI Boom and Economic Rebound
I know it's only March but if you know anyone in your family is going to be on the naughty list you may want to consider hedging your future coal purchases with a long $COAL position. You're competing against the...
New SONAR Dashboard Tracks Surging Diesel and Oil Prices
In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr
Bitcoin's Drop Signals Inevitable Low‑price Commodity Slump
Can we avoid typical low-price cures toward $40 crude, $3.5 corn in 2026? Bitcoin bear market prove otherwise starts at about $74,000 https://t.co/TATxs2Sdkc
Iran Dispute Threatens US Farm Exports, Especially Olive Oil
🇺🇸🇪🇸USA & Spain are at odds over Iran, and Trump has floated a trade embargo. What could that mean for U.S. ag? On the import side, olive oil would be the biggest victim. USA exported a record $2.4B in farm goods...
Canada's Wheat Acreage Drops, Canola Planting Rises
🇨🇦Analysts see Canada's 2026 all wheat planted area falling 0.6 million acres on the year, but canola plantings are predicted to rise 0.7 million acres. Statistics Canada is scheduled to publish farmers' 2026 planting intentions on Thursday morning. https://t.co/LZBnDIiPS0
Crude Oil Nears Peak, Iran's $200 Threat Unfounded
$USOIL - Crude oil is already showing initial signs of topping as it did last June. I can't believe that some people are gullible enough to believe, that empty threats made by Iran about $200 crude oil prices, are actually...
Dr. Copper Rebounds as Manufacturing Finally Picks Up
"Dr. Copper" is seeking redemption. It usually moves hand-in-hand with the manufacturing data. That was not the case in 2023-2024, when it rose but manufacturing remained moribund. Notwithstanding the recent pullback, both are rising again. A promising chart, in my...
CPKR EBITDA Surges
Macro: capacity leverage and RWA demand lifted CPKR Q4 EBITDA +19.5% (FY+46.7%). Key: whole‑hog optimization, low leverage. Risk: execution/export cycles. Trade: buy on pullback <$16.50. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Brent Likely to Dip Toward $50 Despite Recent Surge
$50 or $100 Year-End for Brent Crude? It took an unprecedented closure of the Strait of Hormuz to push the front-month Brent crude oil future to extend 2025's high -- now what? December Brent is near $69 and will become front...
US LNG Can't Quickly Replace Lost Qatari Cargoes
"There is little US LNG producers can do to immediately replace lost Qatari cargoes" https://t.co/ZAZe4MzpoI "American export plants are running nearly full tilt with most cargoes locked into long‑term contracts." https://t.co/3nYYZwRyaA
Markets Wobble as Oil Spikes; US Vows Tanker Protection
For a few hours yesterday morning, markets looked very scary. Brent was going vertical, USD was rising like crazy and S&P 500 was plummeting. The US calmed things down by promising to insure and escort oil tankers, but one Iranian...
Fund Managers Slightly Boost Dutch Gas Positions Pre‑crisis
INVESTMENT MANAGERS purchased the equivalent of 12 terawatt-hours (TWh) of futures and options in the European benchmark Dutch TTF contract over the seven days ending on February 27. Nearly all the buying came from repurchases of previous bearish short positions....
QatarEnergy Declares Force Majeure on LNG After Drone Strike
This is likely the first time QatarEnergy has ever declared force majeure on LNG shipments 🇶🇦 ⚠️ Qatar made its name as a powerhouse producer that never fails its customers Then an Iranian drone hit
South Asian Fertilizer Output Slips Amid Qatar LNG Outage
Fertilizer manufacturers in South Asia are beginning to cut output due to an outage at Qatar’s LNG export plant ⚠️ 🇮🇳 Some Indian manufacturers started reducing production at urea plans 🇵🇰 Pakistan’s gas distributor declared FM on to fertiliser plants https://t.co/LUjKJcUg25
Middle East War Threatens Oil Markets, Accelerates Clean Energy Shift
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas markets. That war is here, and it could have long-lasting impacts on energy and climate policy. This week on Zero, I speak...
China Keeps Aluminum Cap, Prices Hit New High
The timing of our China Macro Watch report on February 25 has proven fortuitous. In that note, we laid out why Beijing is unlikely to lift its 45mn-ton aluminum output cap — a policy that has effectively anchored global supply...
Safer Global Outlook Threatens Gold's Recent Surge
A Safer World Could Pressure Stretched Gold - Russia's invasion of Ukraine was a signal to buy gold, and subduing Iran could mark the opposite. Since the "unlimited friendship" between presidents Xi Jinping and Vladimir Putin in 2022, leadership in...
Trump's Hormuz Plan Could Hike India's Energy Costs
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
EU Ranks Third in Global Fossil Fuel Import Dependence
Europe remains one of the economies most exposed to volatility in global energy markets. The EU still depends on imported fossil fuels for close to 60% of its energy needs. Among large economies, only Japan and South Korea have higher levels of...
Higher Gas Prices Benefit Malaysia, Counter Oil Deficit
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
Gold Drops Amid Geopolitical Tension Due to Liquidity Crunch
Why Gold ( XAUUSD ) is heading down despite rising geopolitical escalations ? In short, this is a liquidity event. For detailed context , with potential trade idea on GOLD & SPX , watch the video below (8 minutes video...
Thailand, South Korea Lead Asia’s Oil‑Shock Market Turmoil
In Asia, Thailand and South Korea have the highest GDP exposure to imported oil & so the violence today in Korea and Thai markets reflects fear how that will play out. Note that this is negative for Asia in general but...
US Kills Iran Leaders; War Persists, Oil Spikes
The US just killed Iran's top leaders, but the war isn't ending. The Revolutionary Guard is still fighting, and oil has spiked past $85. 🔒 Members-Only https://t.co/oiXuHGPp3W
Platinum Daily Chart Overly Ideal, Weekly Signals Range
Platinum daily H and S looks too perfect...weeklies look like prolonged trading range in the cards. https://t.co/1aX3R3ZKmT
China Seeks New Oil Sources as Middle East Supply Wanes
CHINA’s options to deal with loss of oil supply from Iran and the Middle East: https://t.co/pf8gYZWvxE
Crude Surges 10%—Energy Stocks Diverge, Reversal Likely
While Crude remains more than 10% higher than last Friday's close in two trading sessions, stocks like Exxon $XOM are at lower levels from last Fri close after its steep runup. @IBDinvestors @marketsurge Similar to Gold stocks starting to...
Copper Buy Day: Evening Play Peaks as Asia Opens
Copper: Buy Day on ROC... this market tends to have best play in evening when Asia opens. https://t.co/FzKo8M3xSH
War‑Driven Oil Surge Threatens Gold Market Stability
The US-Iran war has driven up oil prices, stoking inflation fears and lifting yields alongside the dollar. Will this break the gold market? #GOLD #GoldPrice #USIranConflict #Dollar #Stocks #Markets #Macro #Trading https://t.co/ciFOGnfO6T
Iran Likely to Shut Hormuz Strait, Threatening Global Oil Supply
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
Precious Metals Drop Signals Upcoming Money Flow Shift
Precious metals are down today. This means a generational shift in the money flow. With all the war talk the money usually moves first and then we see the news. This is 100% signaling something:
Iran Conflict Spurs Gas Prices Near $3.5 Threshold
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
RBOB Contract Roll Added 25¢ to Gasoline Price
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
Oil Approaches Its Most Bullish Season Yet
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
Brent Oil Slides, Yet Likely Peaks Before Midterms
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Oil Market May Be Overly Complacent, New Analysis Shows
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
Corn Poised for $18 Breakout Amid Hot Wheat, Soy
$CORN Weekly. Wheat and Soybeans have been hot. But watch corn fund for long-term base bottom breakout above $18. Big-time input for broad economy https://t.co/yPBIFa6GwG