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Energy Social Media and Updates
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Tuesday recap
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Every morning
Weekly
Tuesday recap
The Essential Commodities Act is now active - short supply of LNG gas - impact on petro products - plant shut-downs - Hotels unable to function - all of this has already happened in India in 24 hrs. But Trump is telling us the war is over - Iran is saying get lost. Your position depends on what you believe. Fund managers are calling my friends to invest in MFs I am frozen - telling them to wait till the end of March and then decide. Till the troops do not leave back for the US its not over
Saudi Aramco says it expect to reach full capacity at its East-West pipeline to the Red Seat in next couple of days as oil tankers arrive to load. That’s ~7m b/d (or ~6m b/d above pre-war levels already exported via...
Britain is more exposed than other European economies to the latest movements in energy markets due to greater reliance on natural gas. Households are also in a fragile position as energy bills are still 60% higher than before Russia’s full-scale...
Heating oil prices in the UK have trebled in a week. 2 million homes, no price cap protection, no warning. Heat pumps + solar are multiple times more efficient, don’t require an oil tank and oil deliveries and are an insurance...
Having IPO-ed only 6½ years and with a tiny free float, Saudi Aramco announces what effectively is a partial re-nationalisation with a share buyback of up to $3 billion over the next 18 months. That’s going to buy-back ~10% of...
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...
Meanwhile, oil’s geopolitical leverage is being systematically vaporized: China alone is in the midst of a $250b green manufacturing spend outside China. To put that into perspective: that's more than the inflation-adjusted Marshall Plan. This is a tidal wave of...
Oil shocks and crashes: Where are we headed with the 2026 crisis? #oil #solar #EVs https://t.co/YJR9ZPQIRR https://t.co/TQRdwm55nX
Europe's energy vulnerability is contributing to the euro having a worse war than its peers, writes @marcusashworth https://t.co/D2PXb56w3z via @opinion https://t.co/aIh2l1QXUy
Trump, Putin talk of war and peace as US weighs easing Russian oil sanctions https://t.co/XxiEKNK66b
Interesting report on Rosatom > "Western sanctions have posed financial and logistical challenges to Rosatom’s projects, but most projects are staying the course." https://t.co/aqSfqArRIV
John Authers: “Years go by with less activity in the oil market than we have witnessed in just the first day of this week.” #economy #oil #markets #volatility
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
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...
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...
🚨 Crude Pricea Fall Alert. Top 3 Stocks to Buy Also 1 Multibagger in the end? Watch to Know. #stockmarket #crudeoil #usiranwar #nifty50 #money
Don’t miss the intense psychological warfare and the tug-of-war over the Gulf states accompanying the military conflict. Iran has signalled it would spare Gulf neighbours from further attacks if they distance themselves from hosting US forces, and suggested that vessels...
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+
#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
“Trump saying the Iran war will be over very soon is hardly the reassurance that will get tankers sailing normally again in and out of the Strait of Hormuz,” said Vandana Hari, founder of analysis firm Vanda Insights. Investors could...
Oil spiked to $120 overnight, then crashed back to $89 by evening. The President says the mission is almost done. His Defense Secretary says it could take double the time. 🔒 Members-Only https://t.co/pxfIgCBsxT
“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?
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...
"On the other hand, repealing the Jones Act, which would allow non-U.S. tankers to transport oil between U.S. ports, would immediately have salutary effects" 🔥 https://t.co/mIuRPyAKFY https://t.co/Rcxft259fv
Crude oil shot up toward $120/bbl, then plunged back below $90/bbl, swinging stocks, bonds, gold, and the dollar along the way. Is the market meltdown really over? #USIranWar #crudeoil #stockmarket #dollar #macro #trading https://t.co/9oO6NbDLq3
"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
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
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...
Unclear whether President Trump referred to the already announced easing of Russian oil sanctions for India, or something new. In any case, this is what he said: "We have sanctions on some countries. We're going to take those sanctions off till...
*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...
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?
$USO.. don't count oil out yet... didn't even fill the gap.. could be a bullish sign...+6% from the day's low @stockcharts More from me: https://t.co/AEHbNDK3Qe https://t.co/329u34lpLv
Oil plummeted on these comments West Texas Intermediate slumped as much as 10% to $85.52 a barrel, after climbing to nearly $120
Well then, if Trump is going to lift sanctions on Russian oil in order to bring down the sky-high oil prices that he himself foolishly helped trigger, then I think the absolute priority now should be destroying not just Russia’s...
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 $2.52.. is that print right? Oof... gas prices may actually fall from the current AAA average... https://t.co/37XEXRl4Ts
$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
🚨 Oil just woke up. Biggest weekly move since the 1980s Then another 12% move today. Perfect trend day structure: 📈 Momentum leg 📉 Pullback to +1 VWAP deviation 💥 Buyers step in 🚀 Continuation higher Those were clean PDC trades all day. Pulled 6K trading CL today. Comment VWAP...
Shutting down Hormuz the first time is like withdrawing from a golf tournament the first time. The second time becomes soooo much easier and will happen with much less provocation.
China’s Electricity System Is the Real Story Behind the World's First Electrostate What makes China unique is the scale, structure of its power system. China's utilities control more generating capacity than the entire United States. https://markhamhislop.substack.com/p/chinas-electricity-system-is-the
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...
The geopolitical rollercoaster that is 2026 continues and is impacting global oil prices. #canada🇨🇦 #canada #trade #energy
#BrentOil Comp RSI 92; highest over 15 years. Weekly RSI 79; highest in 15 years.
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
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 press conference at 5:30pm ET Chances are he'll be talking Iran + Oil which means either position now for a positive outcome or wait for the big moves after You know how I trade. What about you? https://t.co/trsfpA8mKu
IMO, the war won't be over before the end of March. Trump said it in order to crash the price of crude oil and he's succeeding. https://t.co/r1xe5WNN69
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
All of the “oil trading like a meme stock/shitcoin” tweets are not landing with me since the entire point is not that those are volatile, it’s that they move
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...
