Social•Feb 9, 2026
Trump Tariff Keeps India From Returning to Venezuelan Oil
🔴 Here is something to think about: 🇮🇳 If President Trump had not imposed the additional 25% tariff on India for importing Russian oil—and with Venezuelan crude now becoming available—would Indian refineries resume buying Venezuelan oil, as they did in the past? The answer is yes. If India's Russian oil imports stabilize for several months at levels significantly above 75 kb/d, any sustained increase beyond that baseline can reasonably be attributed to the lingering effects of Trump's earlier tariff pressure and the subsequent deal dynamics. Meanwhile, Indian refineries have increased purchases of U.S. crude—but this represents only a partial recovery. Oil imports from the U.S. remain far below pre-2022 Ukraine invasion levels. Indian Oil, HPCL buy 2 million barrels Venezuelan oil from Trafigura, sources
By Anas Alhajji
Social•Feb 9, 2026
Salesforce, ServiceNow Rejoin AI 30 Amid Market Panic
We are adding Salesforce and ServiceNow to the IVES AI 30 list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally broken…and we strongly...
By Dan Ives
Social•Feb 9, 2026
BP Should Halt $750M Buybacks for New CEO
COLUMN: Britrish oil giant BP should suspend its $750 million quarterly share buybacks to give incoming CEO Meg O'Neill (who arrives in April) extra financial breathing room. @Opinion $BP https://t.co/23vNRD4Nsw
By Javier Blas
Social•Feb 9, 2026
Vitol Pushes Global Oil Demand Peak to Mid‑2030s
CHART OF THE DAY: Vitol, the world's largest independent oil trader, shifts its view on global peak oil demand: higher and later. Now, Vitol sees a peak by the "mid" 2030s (previously it anticipated "early" 2030s). Peak demand seen at ~112m...
By Javier Blas
Social•Feb 9, 2026
Illegal Iran-India Fuel Smuggling Fuels Refineries, Not Politics
This has nothing to do with Trump's phone call. These are very small shipments of smuggled petroleum products (not crude) that are illegal in both Iran and India. (One of the ships was empty.) These are usually managed by gangs,...
By Anas Alhajji
Social•Feb 7, 2026
Russia's Gold Reserves Top $400 Billion for First Time
🚨 Russia’s gold reserves have officially crossed the $400 billion mark for the first time ever. The milestone reflects years of aggressive gold accumulation, accelerated by rising prices and a strategic shift away from reliance on foreign currencies. Follow for more macro...
By cryptosauce_
Social•Jan 31, 2026
Silver Suffers Steepest One‑day Drop Since 1921
January 30, 2026 . . . . Worst one day % drop in silver prices since 1921.
By Errol Anderson
Social•Jan 27, 2026
DIIs Buy Heavy as FIIs Sell; Put/Call Ratio 0
𝗙𝗜𝗜 / 𝗗𝗜𝗜 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆: 27th January ✔️#FIIs sold worth ₹3,068 cr and #DIIs bought of ₹9,000 cr in cash market. ✔️FIIs sold worth ₹784 cr in Index Options and sold Futures of ₹2,998 cr. 📊𝐓𝐨𝐭𝐚𝐥 𝐏𝐮𝐭𝐬: 16.95 cr 📊𝐓𝐨𝐭𝐚𝐥 𝐂𝐚𝐥𝐥𝐬: 20.19...
By Nifty Today