Surplus Supply Likely Drives Gas Prices Back Toward $2
Gasoline Surge Above $3 May Fuel Reversion Toward $2 - The national average gasoline price has jumped above $3 a gallon on the back of the Iran war, which may fuel reversion toward $2 by year-end. My graphic highlights a top reason the gas price on March 13 is up slightly from 1Q08, despite the roughly 50% rise in the consumer price index: US crude and liquid-fuel production has jumped roughly 170% over that time frame, while consumption has remained flat. Will the spike in prices reverse -- or reinforce -- this surplus supply trend? The answer appears apparent unless there's a significant boost in US demand or exports. Full report on the Bloomberg here: https://t.co/N92wdVSd0O {BI COMD} #crudeoil #energy #gasoline @markets
Drone Strike Halts Fujairah Oil Loading After Kharg
The response after Kharg Island? Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning. https://t.co/rhA5ofo80y https://t.co/SkhA67PyzU
Aramco Loads Five Crude Tankers Simultaneously—Historic First
Saudi Aramco is loading simultaneously 5 crude oil tankers in Yanbu and Al Mujjaiz terminals on the Red Sea coast. I don’t think that’s happened ever before.
LPG Tankers Cross Hormuz After Tehran‑Delhi Talks
One-off or sign of easing? Two tankers transporting LPG (think the butane canisters) have crossed the Strait of Hormuz in the last few hours on the way to India. The crossing happened after gov-to-gov talks between Tehran and New Delhi....
Germany, India Forge Critical Minerals Partnership Across Supply Chain
Germany and India sign new deals to deepen critical minerals cooperation across mining, processing, and recycling. https://www.metalnomist.com/2026/03/germany-india-strengthen-critical.html
Taseko Nears First Copper Cathode as Arizona Plant Finishes
Taseko expects first copper cathode in coming weeks as Florence Copper completes construction in Arizona. https://www.metalnomist.com/2026/03/taseko-expects-first-cu-cathode-in.html
Iran Shifts Oil Payments to Yuan, Undermining Dollar Dominance
Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...
US Shifts SPR Strategy From Sale to Loan Exchange
The US gov seems to have changed its mind about the terms of the use of the Strategic Petroleum Reserve: Earlier this week, it announced a **SPR release** (an outright sale, and the method used in the emergency actions of...
White House Admits Plan: Bomb Kharg Island Amid Hormuz Closure
OK, I suppose we should admit the White House was right, and, all along, they did have a plan to deal with the closure of the Strait of Hormuz. Bomb Kharg Island.
DOE Allocates $500M for Mineral Processing, Recycling, Batteries
US Energy Dept aims to fund $500 million in minerals processing & recycling, along with battery parts
Rio Tinto's Lithium Strategy in Disarray, Priorities Misaligned
Sad story. @RioTinto’s #lithium “strategy” seems in total disarray. Flip-floping on hard rock. Focusing on Rincon instead of the better brine assets in Argentina. Do the industry a favor and sell some of your projects. You clearly don’t know how...
Rio Silver Reports Ongoing Progress at Maria Norte
Rio Silver Provides Corporate Update Highlighting Continued Operational Progress at Maria Norte - Rio Silver https://t.co/LA99y4ynqV $RYO.V $RYOOF
API and CME Resist White House Oil‑Price Cuts
The American Petroleum Institute and CME (owner of the top US commodity exchange) are both pushing against some of the ideas the White House is floating to bring oil prices down. Reflexively, one would think that Joe Biden is...
Insiders and Fund Ramp Up Buying; Stock Still Cheap
Almost a half M$ of Insider buying at @Pacifica_Silver in last 3 months, plus ANOTHER fund bought 4M shares—5% of the stock—in the open market over last 30 days. Accumulate while it's still cheap. Aggressive drilling underway, overweight position for me:...
Renewables Safeguard Rinehart’s Lithium Venture Amid Fossil Crisis
As always, the quarterlies tell the truth. "We are 80 pct renewable:" Wind and solar shield Gina Rinehart's big lithium play from fossil fuel crisis https://t.co/pGF3RZbT0n
Forrest's Green Grid Blueprint Drives Smart Pilbara Industry
The Green Grid’s Neural Network: Andrew Forrest’s Visionary Blueprint for an Intelligent Industrial Future - The landscape of the Pilbara is changing, not just the rust-red dust or the gargantuan scale of the iron ore pits that define the horizon...
Energy Expert Blames India for Hormuz Closure
Energy Expert Anas Alhajji Reveals Truth Of Hormuz Closure, Says 'India ... https://t.co/dGuOAIsElS via @YouTube
Coal Mine Threatening Koalas Gets Clearance Amid Renewable Stagnation
Methane-leaking, koala-threatening coal mine gets all-clear in state where renewables projects are in limbo #energysky -- via Renew Economy: https://t.co/W2m9PXwwuO https://t.co/idcip5eygl
Korea Zinc Partners US Tech to Recycle Data‑center Rare Earths
Korea Zinc in talks with US tech firms to extract rare earths from data center waste https://t.co/7xDhXEeStL
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
Brent Breaches $100, First Time in 3½ Years
Brent closes the day above $100 a barrel for the first time in three and a half years. Note: during the 2022 crisis, Brent settled above triple-digit level for 110 days. So far in 2026, just one day.
Pennsylvania Faces Soft Fracking Ban—Public Must Speak Up
I don’t think Pennsylvanians understand how big of a deal this is for the health of our state. This would ultimately be a soft ban on fracking in the state. When comment periods open later this year, we have to...
Saudi Pays Record Tanker Rates to Ship Red Sea Crude
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
Bayhorse Silver Launches 2,000‑meter Underground Drill Program
Bayhorse Silver $BHS.V $BHSIF Mobilizes Diamond Drill To The Bayhorse Silver Mine For A Minimum 2,000 Meter Underground Drill Program by @newsfile https://t.co/YNKuSkNh8x https://t.co/NZx3dJU5Ww
Rio Silver Poised for Production, Attractive Buy at $85/Oz
Rio Silver $RYO.V $RYOOF Great buy opp setting up here on Rio Silver with Silver still trading at $85/oz and the company going into production by year end ... https://t.co/FCYB1X4WaD
Oman's 0.7 Mb/D Oil Exports Risk Disruption
Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz
China Extends Ban, Halts BHP Iron Ore Purchases
China is expanding its ban on steel mills buying BHP iron ore again, adding another product to the blacklist. They've been negotiating for BHP for ~6 months now and there's no end in sight. This is the second ban in...
PTC Lands ISRO Titanium Ingot Order, Expands VAR/PAM Capability
PTC secures an aerospace-grade titanium ingot order for ISRO and scales VAR and PAM capability. https://www.metalnomist.com/2026/03/aerospace-grade-titanium-ingot-order.html
Alamos Gold: Undervalued Mid‑Tier Leveraged Pick
. @AlamosGoldInc $AGI top pick ~1M oz by 2030, low-cost North America ops, falling AISC, net cash funding growth, undervalued vs peers. Best mid-tier leverage to gold.
MP Considers Texas Site for Second Magnet Plant
MP weighs Northlake, Texas, for a second magnet plant as it builds a 10X facility targeting 10,000 t/yr by 2028. https://www.metalnomist.com/2026/03/mp-materials-second-magnet-plant-could.html
Iran Ramps up Energy Attacks as Oil Stays Sub‑$100
Overnight Iran reacted to the IEA's oil release intensifying its attacks on regional energy targets, including two small-sized fuel tankers in Iraq. Tehran knows oil is what could force President Trump to end the war early. Still, both Brent and...
Trump Releases 172 Million Barrels From Strategic Reserve
Given the Trump' Administration decision to release 172 mb form the SPR, this is a must watch (from November 2022)
Nevada Gold Potential Grows as Strikepoint Advances Hercules
There is still plenty to discover in Nevada, says @strikepointgold's Michael Allen, especially with gold's run. The company is advancing its Hercules gold project. $SKP https://t.co/iIGi0ZW4QT https://t.co/BrEyGfD6a8
Gold's New Baseline Sets Mining Stocks to Outperform 2026
As high gold prices become the baseline, mining equities are poised to outperform in 2026 – VanEck’s Casanova $GDXJ $SILJ $CDNX https://t.co/L3SEm4naG1 via @KitcoNewsNOW
SPR Release Announcement Triggers Panic, Fuels Oil Prices
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
Lithium Argentina Boosts Resources 42% to 28.1 Mt LCE
Listen to episode 231 of the podcast with @Lithium_ARG VP Tom Benson if you want more details on this announcement. @tomvolcano
U.S. to Release 172 M Barrels Over 120 Days
U.S. details its participation in the IEA coordinated SPR release. Washington will release 172 million barrels over a 120 day period, equal to a flow of ~1.4 million barrels per day.
Aris Mining Beats Guidance, Targets 500k+ Oz
Aris @ArisMining 256k oz Au, beat guidance. 2026: 300-350k oz, path to 500k+ oz/yr run-rate,cheap vs peers in $5k+ gold. Mid-tier re-rating. $aris.to
Few Mines Can Spike Insurance Premiums
Is it capable of “masse mining”? Does it even need to be if just a few mines can make insurance premiums skyrocket?
US Iran Ops Reveal Global Economy’s Fragile Bottlenecks
3 terrifying reasons the US military operations in Iran expose the fragility of global economics. Mainstream theory assumes a world of abundance and perfect competition. The reality is that our global supply chains rely on massive physical bottlenecks. From the single...
Trump Confirms US Join IEA Oil Release, Plans SPR Refill
President Trump has formally confirmed the US is participating in the IEA emergency oil stock release. “We’ll do that and then we’ll fill it up,” Trump said referring to the Strategic Petroleum Reserve. “Right now, we’ll reduce it a little...
Geologist Uncovers 24 New Eastside Claims, Boosting Gold Buy
The Eastside project for @A2GoldCorp gets 24 new claims, after a keen-eyed geologist spotted a few curious anomalies and realized the claim boundary was drawn a little too tight. See the map, what happens next, and why this #gold stock is...
Chile's Right‑Wing Turn Signals Lithium, Copper Market Shift
Big implications for #lithium and #copper markets... Chile is a major global producer of both #criticalminerals.
Cruz Battery Metals Gains on 4M Share Bid, Resource Awaited
Cruz Battery Metals $CRUZ.CA $BKTPF Successful retest. Notable large bid support of 4M shares at 2.5c. Due to release their maiden resource soon. In Nevada lithium JV with Sienna $SIEN.V and Adelayde $ADDY.CA. Mystery box- what will billion-dollar multinational...
Saudi's Strategic Oil Storage Shields Global Supply
◾️Saudi Arabia deserves more recognition for its prudent, forward-thinking approach—strategically prepositioning oil in storage facilities around the world to hedge against potential supply disruptions. ◾️What @AlexLawler100 missed in this story is going back to previous reports to see that...
Japan's 80 Million‑Barrel Release Beats IEA's Forecast
Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...
War on Iran Threatens Global Resources and AI Economy
Sulfur and Helium and Fuel and Fertilizer and Food … needed for the GCC & World… held hostage from Trump-Netanyahu’s war on Iran. Collateral damage: AI ecosystem of Investments, US hegemony and lives.
WTI Crude Likely Slides Below $57.42 by 2026
A Down 2026 for WTI Crude Oil Is Under $57.42; What Stops It? The world's largest energy producer and net exporter's attack on Iran and the closure of the Strait of Hormuz provided strong reasons to pump crude oil prices...
Energy Index Surge Threatened by Falling US‑Canada Demand
Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...
Reserve Composition Outweighs Sheer Size, IEA Shows
More on the IEA reserves: US has only crude Japan has a mix of crude and products Europe has mostly products The mix of the release is as important as the size of the release
