Commodities Social Media and Updates
Commodities Social Media and Updates
Commodities Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
Correct. In the mid-2000s, FERC was full of applications to build LNG import terminals. In that world, global gas shocks like 2022 and today would cause US prices to spike, but today the U.S. is largely insulated.
Interesting take. Always tough to predict #lithium price. I think a doubling from here in 2026 is rich but not impossible. China’s current supply freak-out is real.
How high will WTI oil get by the end of the year? @kalshi market says $139 https://t.co/d9FiMu2DQS https://t.co/2ac3ey45Us
Generac $GNRC investor day had some pretty frightening commentary on power costs and how it will impact consumer/business budgets Power costs are going to double, more than double in the next decade.
Wheat isn’t tight yet—but the setup is turning, writes @gaurav_kochar Weather stress & weaker global crops are building risk that can reprice fast. #Wheat #Commodities #FoodSecurity #Markets
40% of global helium is offline It's critical for computer chips and there's only a few weeks of inventory https://t.co/NrxRXjRzCl
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
This is the advantage of having the conflict on your home turf and close targets. How does Brent not go above 125 and stay higher for longer if this escalates? https://t.co/gDEQNzeiGJ
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
I'm starting a new weekly video every Saturday morning on markets and macro. The first episode was yesterday. I discussed why upside to oil is limited even if we embargo Iranian oil. Brent at $115 already prices significant disruption. You...
Smart take from @HolaPrimeTrade on the Hormuz situation 🎯 When key chokepoints get threatened, commodity traders need to be ready. Oil volatility = opportunity for those positioned right. Check https://t.co/pKoy2KGz8x for firms with the best energy trading conditions 🛢️⚡
⭕️For now, whatever your estimates of global oil consumption growth for 2026, subtract about 300 kb/d from it. This number will change as we move forward.
Macro: Tadawul -0.13%; financials, real estate & retail lag. Oil jump (Brent $105) and firmer USD drive divergence. Risk: oil volatility, FX swings. Trade: buy energy exporters. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
A recurrent theme since war began is that central banks are selling gold. That's mostly not true, but there is one central bank that did. Turkey's gold holdings have fallen 50 tons in recent weeks. But Turkey is an outlier...
As the outbreak of a regional war disrupts global energy markets for the second time in four years, oil & gas importing countries will be motivated to find alternatives; coal, nuclear, renewables and EVs alike, as @bradplumer & Rebecca Elliott...
Gas-fired generation will be squeezed by LNG shortfall Global gas-fired electricity generation is likely to be among the hardest hit sectors following the closure of the Strait of Hormuz and the loss of production as a result of damage to two...
Latest instalment in the “Miliband is a moron” series Britain’s gas imports to be cut despite energy security threat https://t.co/EsJkZMM8LL
Pre-war Strait of Hormuz flow (crude + products): ~20m b/d. My updated flow assumptions: Iran: ~1.5m b/d (SoH) UAE: ~1.0m b/d (Fujairah above pre-war) KSA: ~5.0m b/d (Yanbu above pre-war) Plus ~1.0m b/d (Non-Iranian SoH tankers) Plus >2.0m...
Taking stock 1 month into oil market madness: The stress is in refined products. Diesel Price topping $8 in California is picture perfect 👌
Indonesia nickel ore quotas may tighten feedstock supply in 2026 without solving oversupply in downstream nickel products. https://www.metalnomist.com/2026/03/indonesia-nickel-ore-quotas-risk.html
The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a...
FEDWATCH: “.. the Houthis have entered the conflict by launching ballistic missile attacks ..; their next move could be targeting vessels in the Strait of Bab el Mandeb into the Red Sea .. The oil market, rightfully, is sensing that...
The war in Iran has set off a chain of events, with soaring oil prices driving higher inflation expectations, lower rate cut odds, and a pullback in precious metals.
Pretty wild how WTI crude oil averaged $90-$100 from late 2010 to late 2014.. and everyone just assumed that was normal. Total freakout today... (even with significantly higher average and median hourly earnings) https://t.co/L6XCC4Wf8y
Gas prices steady under $4, but I think the average will jump quickly to $4.20 by mid next week @gasbuddy @gasbuddyguy https://t.co/AWxp7hHZsD
Sugar prices are just starting to move after rebounding from a key historical support level. This could turn into a highly explosive move in my view Few assets carry such significant societal implications if they begin to rally. Similar setups here: https://t.co/Z2VnzWMQwd https://t.co/u0ocJ7NrVj
Given the nitrogen fertilizer shortages leading to more corn to soybean planting switches, I'll bet the eventual cost of the biofuel mandates is more than this. An idiotic policy.
As the Battle for #Hormuz continues, European consumers are getting hammered by soaring oil and natural gas prices. Why? Europe’s leaders have outsourced their energy security. The path forward is obvious: #Europe has to start drilling for #oil and gas...
The Trump administration's new biofuels bailout means higher US gas and food prices and worse environmental outcomes. But at least farmers will get another $3-4B from the government. https://t.co/OCutylNA8t
💥Saudi Arab Light crude is not light; it is medium sour. Dubai/Oman crudes are medium sour. Brent is light sweet. Pricing Arab Light off Brent doesn’t make sense, whether geographically or quality-wise. https://t.co/AAkqiuh6HA
As reported by the respected French newspaper Le Monde, EU Energy Commissioner Dan Jorgensen considers capping gas prices "a possibility" amid oil shortages. IT'S TIME FOR THE EU'S JORGENSEN TO GET REAL AND PULL OUT A PHOTO OF THE GAS LINES...
Not all oil prices are created equal. There's only one that matters: what Americans pay at the pump. That price is up 30% from before the war (bottom right). That's up, but - at $4 a gallon - we're nowhere...
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx
$USOIL - As I've already stated I think it made a major top at 119.48 but the top will not be confirmed until there's a weekly close below 90. The weekly candle is bullish and indicates that it may rally...
$Silver - Made a multi week low at the yearly pivot at 61. I expect a multi week bounce into late April/early May. The bounce could get to as high as the 1st yearly resistance at 94. The bull market...
$Gold - The weekly candle is bullish and indicates that it made a multi week low this week. I think it made a major top in late January and is following the 2011 price pattern. I expect a multi week...
U.S natural gas comparative fell 19 bcf to a deficit of 3 bcf week ending March 20 Spot price fell $0.08 to $3.11 as markets normalize Gulf War effects for US fundamentals #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/wucXOSeNAM
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
I’m sure higher energy prices, higher interest rates, and ongoing wars will go a long way in solving the problem of getting mines to produce the metals we desperately need. The world still underestimates the scale of the problem: A lack of...
Many are attributing the fall in precious metals to rising real interest rates. That's wrong. Real rates (red) have fallen. The rise in nominal interest rates (black) is all about break-even inflation (blue) rising. That's fundamentally good for gold... https://t.co/5amZtGPz0B https://t.co/t11fMQc7JV
Many things are happening simultaneously. War in the Middle East is spiking oil prices, gold has fallen and all the uncertainty is pushing up long bond yields, like in Japan where they're back to the highs. I'll talk about all...
Many such cases 🇺🇸 🚢 Asian and European LNG buyers are chasing the limited number of shipments still available from US suppliers after the world’s largest export plant in Qatar was shut Importers from Japan and Germany are among those in...
Germany will review whether to reactivate standby coal-fired power plants in an effort to reduce energy prices that have been elevated since the war in the Middle East https://t.co/xhEPnaeGOJ via @petrasorge https://t.co/v9EoTYKA9F
China will open nickel and lithium futures to foreign investors, aiming to strengthen global metals pricing power. https://www.metalnomist.com/2026/03/china-nickel-and-lithium-futures.html
No military operation or policy can replace 20% of global oil supply At some point, price stops listening to narratives, says @JasonBordoff End of discussion #Oil #EnergyMarkets #Hormuz #Geopolitics
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
Unlikely, IMHO. On pre-war path we were still 5+ years away from the likely global peak of oil consumption. But if the crisis extends high prices for years, and accelerates switching to electric transport, that will accelerate. Too soon to...
♦️It’s important to remember where we stood in early February compared to now. ♦️Here’s why: 🔹Before the Hormuz crisis, the expectation was for Brent crude to remain range-bound in the $60s, with only occasional spikes. 🔹Once the dust settles — a couple...
Trump delays Iran attacks to 6 April, but Strait of Hormuz risk keeps oil and supply chains on edge. https://www.metalnomist.com/2026/03/trump-delays-iran-attacks-as-strait-of.html
