Gulf Nations Navigate Blocked Exports to Keep Energy Flow
How does a major energy exporter cope when its main oil and gas export routes are cut, storage tanks fill up, associated gas stops, & refineries scramble to adjust? How the Gulf countries must juggle their energy logistics to sustain their domestic systems and the global economy https://t.co/368YC43YRh
Gas Prices Likely Over $4.50, Threatening Trump's Appeal
According to @Polymarket, there is a 64% chance of average US gas prices surpassing $4.50/gallon this month. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/yN19wtznw8
Trump's Claims Will Deepen Oil Market Disruption
Statements like this from Trump will make the oil market reaction *worse* No one who has any idea how the oil market works is buying it—all this does is make it seem like Trump believes it, which means the base case...
Oil Prices Surge Past $100, Accelerating EV and Solar Shift
Oil futures over $100, which is going to shock folks — but I’m old enough to remember $140-150 peaks in the past (inflation adjusted) Only upside, is that folks will lean into EVs and solar if this lasts more than...
Trump Says $100 Oil Is Temporary, Will Fall Post‑Iran Threat
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
India’s Fertilizer Reliance Highlights Asia’s Supply Vulnerability
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
Strait of Hormuz Never Closed, Closure Deemed Unthinkable
“In the whole written history of the strait, it has never been closed, ever,” said JPMorgan Chase analyst Natasha Kaneva,” of the Strait of Hormuz. “To me, it was not just the worst-case scenario. It was an unthinkable scenario.” https://t.co/x0YxXLfMu6
WTI Could Hit $115 If Gas Gains Replicate
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
Lag And
Hey energy experts, what's the lag, in days, from a change in wholesale gasoline futures to retail (AAA average) prices? And what's a good rule of thumb on the spread/mutiple between the two? (Answer in DM's if you prefer.)
Brent Crude Nears $110, Signaling Economic Strain
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy
WTI Crude Surges Over 21% Past $100
WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
WSJ Labels Current Energy Crisis Worst Since 1970s
The @WSJ calls it “the most severe energy crisis since the 1970s.” ⛽️ https://t.co/5whNTjsM5i https://t.co/r264LsvntD
Oil Spikes 20% as Brent Nears $110, Risk Assets Tumble
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
Norway Leads, Many Nations Surge Toward EV Dominance
These are the countries building resilience against future oil shocks. And just getting cooler cheaper cars.
Oil Spikes 13% to $100, Nudging Inflation Up
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
Early $45‑Barrel Forecast Still Holds True
This interview with @CNBC's @spencekimball from 8 days and $45 per barrel crude ago aged well..... @RapidanEnergy https://t.co/JOm9ZToDld https://t.co/vPPaedvNrV
U.S. Gas Prices Jump 46¢, Diesel 83¢ in Week
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx
WTI Surpasses Brent, Signaling Market Shift
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business
Oil Futures Top $100 Amid Middle East Tensions
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
Oil Prices Surpass $100, Market Still Surging
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq
WTI Tops
WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
Oil Market Resilient, Yet Middle East Turmoil Looms
The global oil and gas system is more resilient and diversified than it has been for decades. On other hand, nothing compares to the scale of current disruption in the Middle East. Much depends on the duration of the conflict. My...
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Keeping Nuclear Cuts Fossil Use and Electricity Costs
Being anti nuclear is ok! But giving it some thought and checking your assumptions might be a decent idea. Nuclear is surprisingly one of the cleanest and SAFEST forms of energy generation. And at the limit, one of the cheapest...
Trump’s Energy Price Claims Contradicted by Rising Costs
Energy Sec Wright: “Trump administration has been all in on lowering energy prices, and I would say quite successfully”. In fact, electricity and utility gas prices rose notably in Trump's first year, by more than in Biden's last. Gasoline now...
Gas Price Surge Hits Low‑income Households Hardest
Mark Zandi, chief economist at Moody’s Analytics, on rising gas prices: “It’s particularly hard on lower-income households that spend a higher share of the budget on gas.” TRUMP = WAR PRESIDENT = MAKE AMERICANS POOR AGAIN. https://t.co/A2h1V7xApC
One‑Year 5% Cut Barely Moves Long‑lived Gas Levels
If only someone had looked at this, say, back in April 2020. 🙄 Turns out that a 5% reduction in emissions for one year for a gas that accumulates in the atmosphere has a tiny effect on concentrations. https://t.co/if0d8eyX1F https://t.co/UFWo16Rc47
U.S. Energy Shift Buffers Oil Shock From Recession
Why the oil shock won't cause stagflation or recession: #1 U.S. less energy intensive than in past price spikes. Gasoline consumption lower today in in 2007. #2. U.S. net petroleum exporter. Therefore mildly positive for terms of trade. (link to...
Discussing Iran Conflict and Oil Markets on CNN
Looking forward to discussing the Iran conflict and oil markets on @CNN at 5:40pm ET. @RapidanEnergy
Low US Rigs Signal No Rapid Production Surge
The low level of active US oil and gas rigs indicate a quick ramp in production is unlikely without sustained high oil prices and higher E&P company share prices. https://t.co/GDCcOHcEBE
Higher Oil/Gas Gains, AI Capex Stalls, Credit Strains
Pretty much agree with everything @abcampbell wrote in this. He articulates things very well. 1. Long oil and gas equities who stand to benefit from higher for longer futures curves https://t.co/OpqxY05aWo 2. Economic growth will be tested and small cap longs behind...
Fossil Gas Electricity Drops
Fossil gas use for electricity down 59.5% in 2026 versus 2023 in the world's 4th-largest economy. 16th-straight and 43rd of 66 days in 2026 with >100% WindWaterSolar on California's main grid Fossil gas use continues to plummet as solar & batteries...
Iranian Regime Collapse Could Drive Oil Prices Down
The Strait of Hormuz is shut. So what's a catalyst for oil prices to fall and not rise as everyone's now saying? The most obvious thing would be the collapse of Iran's regime, the odds of which are rising every...
Beyond Oil: Gulf War Shook Global Container Trade
If you thought oil and energy was the only thing impacted by the Gulf War, hang on to your containers.
Supply Exists, But Delivery Bottlenecks Threaten Gulf Imports
Technically, yes @SecretaryWright. But if the oil and natural gas can't get from the suppliers to the consumers it doesn't really matter to those who rely on imports from the Persian Gulf
Kalshi's Oil Futures: A Second‑Derivative Market Twist
Kalshi markets on oil futures is crazy because it’s a 2nd derivative. Current oil price-> CL futures (first derivative) -> Kalshi (2nd derivative). Leads to very odd dynamics if Kalshi markets get big enough
Iraq's Shut‑in Oil Exceeds Feared Russian Supply Loss
The volume of crude production that Iraq has *already* shut-in is larger than the peak of *feared* [but never realized] Russian supply loss in early 2022 that spiked crude prices above $120 per barrel.
Energy Chief Says Oil Plentiful; Market Fear Persists
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
Singapore’s Oil Anchor Hub Threatened, Hormuz Gains Crucial Role
Everybody is watching the Strait of Hormuz, but they should also be watching Singapore. The image on the right are all the laden tankers sitting in an around Simgapore. The one in the left, with less ships, are loaded Very...
Obama Era Launched U.S. Oil Export Era
Oil and gas exports were first initiated after decades of imports in the Obama administration...
High‑Stakes Billionaire Competition Resurfaces Amid Hormuz Crisis
For those who want an overview without watching my full hour+ long video on the Strait of Hormuz Crisis https://t.co/QDALtGFKiC
Floating 100M Barrels Fill Hormuz‑Malacca Gap
If you are not following @TankerTrackers you dont understand the tanker situation. Look at the gap forming between the Strait of Hormuz and Strait of Malacca. Now there is also about 100M barrels of fuel afloat in and around Singapore and...
Iraq's Southern Output Slashes 70% Amid Hormuz Blockade
BAGHDAD, March 8 (Reuters) - Iraqi oil production from its main southern oilfields has fallen by 70% to just 1.3 million barrels per day as the country is unable to export oil via the Strait of Hormuz due to...
Worldwide Climate Momentum: Emissions Down, Renewables Surge
Good climate news this (and last week) 1 UK: Emissions fall 2.4% in 2025 as coal hits 400-year low 2 EU: Countries give final approval to 2040 climate target for 90% emissions cut 3 China: More than 80% of crude steel capacity achieved...
Trump-Era Sanctions Gave China Cheap Oil, Now Supply Wanes
This galaxy brain it’s-all-about-China’s-oil talking point drives me *insane* Only reason China was able to buy so much discounted crude from Ven/Irn/Ruz was because of US sanctions, largely imposed by the Trump admin(!), which scared off other buyers and left them...
Germany Built LNG Terminal in 194 Days; Canada Lags
Canada is looking to build export terminals, Pierre. They are more complicated. Why don't you ask Shell why they don't just build Phase 2 of LNG Canada in 200 days? Please try to help Canadians understand their energy sector rather...
Analyzing the Ripple Effects of the Oil Price Surge
Nice one from @greg_ip of @WSJ on the potential impacts on the spike in oil. https://t.co/FcZEQltWw3
Oil Price Spike Adds 10bp Inflation, Cuts Growth
JPM: "If the oil supply shock is sustained, we think each 10% increase in oil prices should translate to a ~10bp gain in headline PCE inflation and a 15-20bp drag on GDP growth."
Ukrainian Strikes Threaten US Oil Giants’ Kazakh Profits
Chevron and ExxonMobil have a stake in major Kazakh oil projects, which flow through Russia to be exported. Ukrainian strikes on any related infrastructure risk harming those American energy companies’ bottom line, and that simply will not do. #crudeoil #drones #geopolitics...