Commodities Social Media and Updates
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Commodities Pulse
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Gold, Silver, Copper 1Q Pump-Then-Dump Pattern Might Define 2026 - Signs of high-price cures, common in more elastic commodities, emerged in the metals sector in 1Q. My analysis suggests pump-then-dump patterns to record highs in gold, silver and copper could have set enduring peaks -- especially if energy and metals volatility trickles up to the stock market. Full report on the Bloomberg here: https://t.co/AWBtCzP1kC {BI COMD} #gold #silver #copper #metals #stockmarket @BBGIntelligence
Gold's 2025 Rally Was Prescient: Is It Hangover Time? Gold may have one main problem -- ample room for reversion. At the end of February, the metal stretched to its highest-ever vs. the Bloomberg Commodity Spot Index and its greatest premium...
2026 May Mark Enduring Metals Peaks - The Bloomberg Commodity All Metals Total Return Subindex cut its 22% gain for 2026 (to the Jan. 29 high) to roughly 2% on March 27. Did the metals sector set a pump-then-dump peak,...
Of course this guy is spewing nonsense. More fossil fuels and nuclear both correlate with higher prices worldwide. Only wind-water-solar correlates with lower prices. https://t.co/288jwtUdqr
Germany warned the European Union’s rules to curb methane emissions from oil and gas imports risk impeding crucial LNG purchases just as the country seeks to diversify suppliers and cushion the Middle East war’s impact on energy prices https://t.co/qkRuwIBPvI
Bull Trap or the safe heaven status is back ? Gold has been on the rise for the past few days meanwhile Geopolitical tensions & inflation fears are still on the rise. Let me share my 2 cents on what's happening &...
🇺🇸Last week's U.S. corn export inspections topped all trade expectations, but soybeans fell slightly below. 46% of the inspected soybean cargoes were destined for China. https://t.co/qtmgF00LfJ
Gold can drop hard while inflation headlines stay hot. That’s not ‘gold is broken’. That’s real rates and margin calls. Correlations don’t die. They just take vacations. https://t.co/LB3g5NQWP9
Pick your timeframe Copper, natural gas, and oil (Brent / WTI) markets are now trading across daily, weekly, and monthly Commodities have entered the chat ↓ https://t.co/dxPGVrURQL
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
Wartime Brent bulls only slightly deflected by talk about talks Investors trimmed bullish positions in Brent slightly early last week after the U.S. government paused plans to attack Iran’s electricity generation plants and announced it was making progress in negotiations to...
For most of the past three years, falling energy prices had been helping to push the US inflation rate (CPI) lower. But that tailwind will soon become a headwind, with prices of Oil and Gas spiking on a YoY basis. CPI...
i'm still looking at March 9th, 2026... 🧐 crude oil peaked... volatility $VIX peaked... but 10-year yields $TNX ignored oil/VIX & still rising... and stocks $SPX ignored oil/VIX & still falling... https://t.co/8DK3OPCAJa
Oil up across the curve the past week and rate hike odds contracting in the back half of that oil rise feels ominous
Observing the rebound in lithium prices and its positive effect on Australian producers. That said, the rising fuel costs could well offset any gains this quarter.
🇺🇸 2026 U.S. corn plantings are seen sharply lower year-over-year but still well above average. Soy area is seen up 5%. USDA's Tuesday report will shed more light. 💡Fun fact: The corn estimates (avg, hi & lo) are nearly identical to...
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
JET FUEL prices have more than doubled since the onset of the war between the United States, Israel and Iran. Jet fuel swaps in Singapore are trading at more than $200 per barrel up from just over $90 before the...
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
The biggest oil supply shock in history has reached the one-month mark And the energy industry is warning that the crisis is only beginning 👇⚠️ https://t.co/AZ661hxNtt https://t.co/HF3YvOdLZx
why oil price rises have been so orderly so far, and why that is about to change.. https://t.co/TAIdkwIkdQ
COLUMN: Five weeks into the Third Gulf War, the math of oil-barrel counting is intractable: The world is short of the black stuff. Enter demand destruction. @Opinion https://t.co/Y2DPUcHM8s
Al Taweelah smelter damage raises new risks for UAE aluminium supply, bauxite flows, and Gulf freight markets. https://www.metalnomist.com/2026/03/al-taweelah-smelter-damage-raises-new.html
JUST IN: Markets dropped to a four-month trough as the oil price surge unnerved traders.
JUST IN: Trump's Strait of Hormuz warning and Iran's counter-threats are making oil prices jumpy.
JUST IN: Goldman Sachs now sees Brent crude averaging $85 a barrel in 2026, an $8 increase to their prior forecast.
JUST IN: Some oil refiners turn to Brent Oil as Dubai benchmark becomes increasingly unstable https://t.co/t3Ib44eX0I
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...
JUST IN: Asian buyers are bidding up Brent Crude Oil, paying steep premiums as supply tightens Pushing global oil prices upwards of $115/ barrel https://t.co/kh3DZ9EpdH
Oil going straight up to levels we were looking for - staying Long in Brent $BNO terms https://t.co/MJlPz9oFW6
🌏 Asia ORB Set | GC High: 4537.70 | Low: 4511.80 🎬 Live trade 9am: https://t.co/UFRUqEw6Kf ─────── 🌍 Middle East tensions spike, driving safe-haven bids. ─────── 📊 Gold futures grinding higher, testing 4535.00 resistance. ─────── 🎯 Watch 4537.70 ORB high—break ignites bullish surge.
📈Speculators' grain & oilseed bullishness has reached the levels of late March 2021 & 2022, times when balance sheets certainly looked tighter than today. But are supplies at risk this year? Fewer corn acres? Big bean oil demand? Weather scare? Trade...
Just mentioned to my business partner (wife) that Brent opened at $16.25 Realized I’m now dropping the leading $100
Gas prices in the US rose to $4.10 per gallon last week, their highest level since August 2022. The 33% increase over the last 4 weeks ($3.07/gallon to $4.10/gallon) is the biggest 4-week spike we've seen in the past 30 years....
Fertilizer prices have moved up to their highest levels since September 2022, rising 52% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. https://t.co/KYmqkbca60
Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%
My latest with @davidlin_TV on physical vs. paper oil markets: "The physical markets are trading well above the paper market prices. Eventually, the paper market is going to be MUGGED BY REALITY, & the price of the paper market will be...
Larry Fink: oil could hit $150/bbl — even AFTER a ceasefire — if Iran remains a threat. Brent is already at $112. The tail risk isn't priced. Equities are still trading like this ends cleanly. What does $150 oil do to inflation? To...
2025–26 likely marks the peak plateau for global oil @acidiclemon2 Everything depends on duration A quick resolution could trigger a price-driven rebound (low probability) Longer disruption==> contraction defines the years ahead (high probability) #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.” @business https://t.co/jKbSZuzsl7 https://t.co/RvefSmh0vP
Sec. Bessent, February 2025: "Judge us by the 10y UST yield." 10y UST yield (blue, RS) v. oil, since Bessent said that 👇 "3 Arrows" about to turn into "0-for-3 Arrows": https://t.co/goqhygmgv6
For the American economy, the key different between the current energy shock and previous ones is the (lack of) impact in US natural gas prices. That's crucial for industrial activity and electricity prices (and thus inflation). Far less reported than...
Gold Price Forecast: Gold Price Forecast: XAU/USD Surges 10% After Crash—Bottom In or Bull Trap? https://t.co/CwnEhFzNtn $XAUUSD Weekly Chart https://t.co/NoYtoXTuYs
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
Oil spiked above $99 as Middle East tensions escalate. This week's jobs and confidence data will show if the economy can handle the shock or if cracks are starting to emerge. 🟢 Open https://t.co/muP4Yrt2q1
Turkey is selling gold to support the lira. Over the past two weeks, the central bank has sold around 58 tons (~$8 billion). At the same time, since 2020, Turkey has been among the top three gold buyers (alongside China and Poland)....
Before the Battle for Hormuz, Europeans were paying about 3x more for nat gas than US consumers. Today, they are paying about 6x. Europe has to drill. Chart below is from my latest piece. https://t.co/pfIpV5UZy3
"More expensive oil is bad for Europe, Japan and Korea, all big importers. It is actually a net benefit to the U.S., as an exporter and the world’s biggest producer." — The Wall Street Journal Russia and the Middle East also benefit.
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
