Hans Dampf

Mostly commodities -

Born at $1.80 crude

[Jack Prandelli @jackprandelli]

Jet Fuel Just Became the Pressure Point✈️🛢️

Jet fuel prices doubled in roughly 6 weeks.

From about $90/bbl in January 2026
to $200–220/bbl at the March peak.

That is what happens when a Middle East shock hits refined products, not just crude.

Airlines felt it immediately:

13,000 May flights cancelled
2 million seats removed

Oil disruption does not stop at Brent or WTI.

It moves into diesel, jet fuel, freight, tickets, margins, and consumer prices.

Energy shocks become economy shocks fast.

[Dan Tsubouchi @Energy_Tidbits]

Shell CEO is another physical #oil player to remind that the world has drawn down 1.2 billion from oil stocks to get thru the oil supply shock from the war.

But there is the danger of borrowing from the future.

Thx @MitchellFerman #oott

[Hans Dampf @Hansdampf]

Vola steigt deutlich an, Washout möglich.

.. wo sind die Gold, Silber Experten?

[Hans Dampf @Hansdampf]

@SF19411190 Gold, Silber, Palladium sind recht teuer, Open Interest deckt das nicht.

[Hans Dampf @Hansdampf]

@SonjaSagmeister Ich gratuliere, und drücke Ihnen weiter die Daumen!

[Hans Dampf @Hansdampf]

Anas is right - Lot's of chinese going back to their villages, leaving big cities. CBD's drying out, RE bubble still busrsts, ... China is facing hard economic ties.

[Anas Alhajji @anasalhajji]

🧿The decline in global oil demand isn’t just real — it’s happening in real time before our eyes.

🧿Since the start of the Hormuz crisis, China and Europe alone have cut GLOBAL Oil Demand by about 6.2 mb/d.

🧿Subtract that from the Hormuz supply losses to find the real gasp between supply and demand.

🛑Remember: demand is one thing, consumption is another!

[Hans Dampf @Hansdampf]

Palladium -

Down ~50% off jan. 2026 top - Open interst matters.

Gold -25%
Silver -45%

[Hans Dampf @Hansdampf]

Whatever happens - SoH is still a tool, keep this in mind.

[Hans Dampf @Hansdampf]

@GrainStats Is this your ARG protein trade? Smart.

[Hans Dampf @Hansdampf]

@aeberman12 I won't bet on that.

[HFI Research @HFI_Research]

This oil market is so dumb that Cushing is 1 million bbls away from stress level and backwardation is $2.18.

Good job, drain every last barrel.

[Hans Dampf @Hansdampf]

@JWHL12 @MASAOMORITR @knowandserve

[Hans Dampf @Hansdampf]

The IRGC has announced that it is advancing on Operation True Promise 5.

NoGoodNews.

[Hans Dampf @Hansdampf]

The IRGC has announced that it is advancing on Operation True Promise 5.

NoGoodNews.

[Hans Dampf @Hansdampf]

This is why PM's OI drying out.

[Yet another commodity guy @tleilax___]

Who needs oil & gas, fertilizers or petchems anyway ?

[Hans Dampf @Hansdampf]

@tleilax___ This is why PM's OI drying out.

[Hans Dampf @Hansdampf]

Fat finger day today - Wenn man eine mögliche Yen intervention nicht am Schirm hat ...

[Hans Dampf @Hansdampf]

@SonjaSagmeister Was wir seit Wochen in und um den ORF sehen ist eine Essenz aus Parteipolitik und Freunderlwirtschaft.
Das eigentliche Problem sind nicht handelnde Personen im ORF, es ist politisches Personal das anleitet.
Der Schaden am Unternehmen ORF ist enorm.

[Hans Dampf @Hansdampf]

@JWHL12 @DrJStrategy Auch wenn es weit scheint, UncleSam wird einiges riskieren einen Fuß ins Caspian zu setzen. Möglich wäre dies durch AbnutzungsKrieg.
Strategischer Albtraum vieler, insbesondere in Bezug Ukraine Konflikt.

[Hans Dampf @Hansdampf]

@JWHL12 @DrJStrategy SoH, sry.

[Hans Dampf @Hansdampf]

@JWHL12 @DrJStrategy Ja, SoT ist ein Tool für beide Seiten.
Nun auch gut erkennbar, GolfStaaten sammeln sich hinter U.S., das viele projizierte Probleme löst.

[Susan Kokinda @sjkokinda]

What the Hell is Trump's Iran Strategy? #shorts https://t.co/jAo1fIkkzy via @YouTube