Physical Oil Scarcity Outpaces Futures Pricing, Says Chevron CEO
Chevron CEO Mike Wirth says the physical oil market is tighter than the financial oil market is reflecting, particularly for refined products. The scarcity, particularly in Asia, is “not fully priced in the oil futures curve,” he says. #CERAWeek
U.S. Oil Production Likely Plateaued, Growth Hinges on Prices
Chevron CEO Mike Wirth says that U.S. oil production probably reached a “plateau” over the last 6 months or so — too early to say whether growth would re-start as it would depend whether current prices stay or not.
US SPR Release Targets Up to 3 Million Barrels Daily
US Energy Secretary Chris Wright says the US flow rate from the SPR exchange would amount to be 1.0-1.5m b/d and says the total IEA release would come close to 3m b/d. (Those are the first flow rates estimates publicly discussed...
Watch Miners Rise as Metal Prices Bottom
A Classic End to A major Gold and Silver Correction like we're seeing occurs when Metal Prices Fall but Miners Hold steady then Begin to rise, giving the all-clear signal- that's what investors should be watching this week. $GLD $SLV...
Cashing Out High, Targeting Beaten‑Down US Junior Silver
During VRIC and Bmo it was very clear we needed a healthy shakeout. Glad i had one position get bought out for cash near the top. So I’ll be able to redeploy into beaten down junior silver miners...
Gold and Silver Discount Window Nearing End, Bullish Reversal Ahead
Bullish reversal coming…discount window in gold and silver going to come to an end soon. https://t.co/Yd9oNzf6ao
WTI May Top Near $120 by 2026, Echoing 2008
WTI Peaks and Recessions: $120 (2026), $147 (2008), $130 (2022) - WTI crude oil was near unchanged for the week ending March 20 despite the Strait of Hormuz remaining mostly closed, suggesting a potential topping process reminiscent of 2008. Roughly...
2026 Commodity Pump‑Then‑Dump May Hit WTI Crude
Crude vs. 2026 Commodity Pump-Then-Dump Pattern - Front-month US natural gas futures surged roughly 100% to the January peak, then reversed to about a 15% decline by March 20. Will WTI crude oil follow? Silver and copper have also shifted...
Long-Term Copper Bull, Short-Term Bear: 2008 Lessons
OK, let’s get this out in the open so we all know where we stand. I’m a long-term #copper bull. But I’m a short-term copper bear. And this is why. I was both a long-term and short-term copper bull in 2008 –...
Efficiency Wins Amid Middle East Oil Volatility
Chaos in the Middle East is a wake-up call for oil and gas producers. When volatility rises, efficiency becomes the ultimate resource... The real winners are those who can extract oil and gas from wells more effectively and efficiently. This...
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Early Helium Alerts Now Gaining Wider Attention
I told you about Helium since day one of the Hormuz crisis… now people are catching up to it !
Waiving Restrictions Lets Putin Sell Oil at 2022‑level Prices
By what? Giving waver to Putin to sell his oil freely at prices we have not see since 2022? 😉
Region Supplies Huge Share of Key Global Commodities
22% of the world’s traded urea, 24% of its aluminium, a third of its helium and 45% of its sulphur come from the region
China’s Rare Earth Dominance Fuels Global Mineral War
China's Rare Earth Weapon: Inside the "Mineral War" with Tomasz Nadrowski. Read more and sign up to my newsletter here: https://t.co/uDfSXat1Xl https://t.co/MXFQAofK9T
Middle East Sulfur Reliance Fuels Fertilizer Supply Shock
"Fertilizer Shock Escalates as New Supply Risks Emerge" https://t.co/lgfrgMYRFg "almost half of the world’s supply of sulfur—which is turned into sulfuric acid for the processing of phosphate fertilizer—comes from countries in the Middle East" And US tariffs are making things worse:
Oil, Rare Earths, and Microchips: Modern Power Weapons
The New Weapons of Global Power Are Oil, Rare Earths and Microchips This is a classic WSJ story, very well executed concept, good insights. Good read. https://t.co/OLjtrroo6Y
Greenland Resources Secures Long-Term Mo Supply for GMH
Greenland Resources to supply Mo to GMH Group under a long-term MOU linked to the Malmbjerg project. https://www.metalnomist.com/2026/03/greenland-resources-to-supply-mo-to-gmh.html
Iran Rakes $2.5B From Oil Amid War
Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5...
USA Rare Earth Launches French REE Plant with Caremag Partnership
USA Rare Earth to build REE plant in France, co-located with Caremag oxide output and backed by C31V credits. https://www.metalnomist.com/2026/03/usa-rare-earth-to-build-ree-plant-in.html
Assessing Lunar Resource Availability for Mass Driver Construction
In relation to the mass driver idea on the moon, for anyone that has a deep understanding of materials needed for such a satellite, can most of it be sourced from the lunar surface? Interesting to know what percentage can...
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
Iran War Costs Will Eclipse Biden’s Ukraine Loan
The hard truth: the Iran war will dwarf the cost of Biden *loaning* Ukraine weapons, and having @ZelenskyyUa pay us back in the rare earths (a deal that Trump deftly negotiated) Looks like $200b at a minimum
Brazil Rejects US Critical Minerals Deal Amid Trump Tensions
Brazil is now RESISTING a critical minerals agreement with the US. FORGET THE ART OF THE DEAL. TRUMP = MASTERCLASS AT MAKING ENEMIES. https://t.co/jmtqeFKoVb
Gold's Fastest Rally Since 1980 Signals Bull Market
$5,000 Gold Stretched Akin to 1980, 2011 Highs - Highlighting the extreme velocity of gold's rally, the store of value at the end of February reached the greatest premium to its 60-month moving average since 1980 and lowest ever vs. the...
Iran's Pre‑War Oil Output Peaks, Boosting Condensates for Asia
CHART OF THE DAY: Despite sanctions, ahead of the war, Iran's total oil production had hit a 46-year high. Although most of the attention is on crude, Iran has focused in expanding its output of condensates and natural gas liquids —...
Sanctions Waiver Undermines “Maximum Pressure” On Iran
Why on earth aren't major media outlets asking this obvious question? The Trump administration just issued a sanctions waiver allowing 140 million barrels of Iranian oil currently at sea to be sold. Meanwhile, Iran's oil exports have surged before the...
Treasury's “Stranded” Claim Exaggerated; Most Iranian Oil Headed to China
US Treasury says there are 140 million barrels of Iranian oil "stranded" on the water. That's misleading -- if not false. There're about 100 million barrels of Iranian oil on their way to China, and probably another 40 million on...
JDC Boosts Jinsha Stake, Secures 2029 Molybdenum Plant
China’s JDC raises its Jinsha stake, backing Shapinggou’s 2029 start and future molybdenum processing. https://www.metalnomist.com/2026/03/chinas-jdc-raises-stake-in-major.html
Explosion at Baogang Sparks Rare Earth Supply Concerns
Explosion hits Chinese rare earth producer Baogang, raising uncertainty over safety checks and rare earth supply. https://www.metalnomist.com/2026/03/explosion-hits-chinese-rare-earth.html
Geopolitics Stall Greenland
Greenland resources face extraction hurdles as geopolitics rises, while rare earth and molybdenum projects seek financing. https://www.metalnomist.com/2026/03/greenland-resources-face-extraction.html
Trump's Iran Waiver Releases 140M Barrels, May Cut Prices
🟥TRUMP’S SURPRISE IRAN OIL U-TURN: 30-Day Waiver Unlocks 140M Barrels: ▪️Will IT LOWER OIL PRICES? (ask your company to subscribe) Link: https://t.co/XUVxhDoQuD
We Left Critical Minerals Opportunity on Table, Not China
In the case of critical minerals, China did not take our lunch – we left it on the table #energysky -- via Renew Economy: https://t.co/uaCC7MtyTC https://t.co/EiINT5rfwB
Canada’s Role in Mitigating Iran‑War Energy Shortage
What can Canada do to help address the global shortage of oil and gas caused by the war in Iran? #canada🇨🇦 #canada #energy
US Loans 45M Barrels, Far Below 86M Offer
US loans ~45 millions barrels from the Strategic Petroleum Reserve — significantly fewer barrels than the 86 million the government offered as part of the SPR “exchange” first tranche.
World May Have Reached Peak Oil This Spring
Oddly enough, depending on how you measure February/March, the world may have just hit peak oil
Trump‑Japan Pact Targets Deep‑sea Rare‑earth Supply
Fact Sheet: President Donald J. Trump Strengthens U.S.-Japan Alliance for the Benefit of All Americans Under a new Memorandum of Cooperation, the two nations will accelerate joint research and development and industry cooperation on commercially-viable development of deep-sea critical minerals...
MP Materials Spotlighted on 60 Minutes Sunday
on $MP MP Materials Mountain Pass rare earth mine and processing facility will be featured on 60 minutes this Sunday. https://t.co/fMqakwaDvz preview video of MP CEO James Litinsky https://t.co/9Q7tyfTTw5
Boxer Won't Reach Gulf Until Mid‑April, Oil Delay
Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of...
China's Silver Purchases Hit Record February High
China pulls Silver from global markets to meet surging demand; The world's biggest buyer pulled in over 790 tons in the first two months, including nearly 470 tons in February, the highest ever for that month.
Sea‑based Oil Reserves Dwindling, Iran Holds One‑third
This is a very important story: “…The amount of oil stored at sea — a vital buffer for markets — is running down fast…” About 1/3 of what’s left is Iranian. https://t.co/zS7v0338Ay
China’s Booming Silver Demand Drives 8‑year Import Surge
China’s ravenous appetite for silver lifted overseas purchases to an eight-year high at the start of 2026, as importers fed a surge in industrial and investment demand. https://t.co/mlxOgJfWC9
AI Accelerates Weeks‑Long Tasks to Seconds, Madison Advances
"AI will do a tremendous amount of work in seconds that would take you weeks to accomplish," said @AmerPacMine 's Eric Saderholm. The company is advancing its Madison project. $USGDF https://t.co/qCMh4iFwIs https://t.co/4qJ55D1R0B
Energy Crisis Persists Beyond Iran War Resolution
The global energy crisis will drag on even if the Iran war ends tomorrow: Energy Outlook Advisors https://t.co/xPMnRiP3fO
Iran's Oil Revenue Resilient Despite Kharg Threat
The regime has spent years building alternative ways to export its crude, said Anas Alhajji, a global energy markets expert. There is evidence that the regime is beginning to use them. He said there is a false impression in the media...
Copper Prices Slip as Inventories Surge, Contango Widens
Copper eases as LME and SHFE inventories surge, widening contango and cooling near-term demand. https://www.metalnomist.com/2026/03/copper-prices-soften-as-inventories.html
Japan, Australia, Brazil Team Up for De‑China Rare Earths
“Japan’s bid to build a “de-Chinafied” rare earth supply system – with Australia and Brazil on-board” https://t.co/LpDn23sEHq
Atlantic Lithium Marks Watershed Moment Amid Spodumene Demand
Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong...
QatarEnergy Details Overnight Damage to GTL Plant
Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). https://t.co/MMZHWkvGoQ
Silver's Historic Selloff Defies Strong Fundamentals
The selloff in silver over the past 15 days has been one of the most extreme moves we’ve seen in history. Only two other episodes are comparable: One marked a major peak, the other a major bottom. Personally, I have never seen a...
