LiveOnDividends

Oil Bull since 2005. Break after 2013 but now back in the game full force. 80% Canadian stocks and emerging markets gas,Oil. Gold, Silver and other commodities.

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 9/29/26

Crude +1.019 million (exp. -1.9 million)
Gasoline +2.991 million
Distillates -286,000

SPR actual -800,000
#oott #crudeoil #API #gasoline #distillates

[LiveOnDividends @OilPeterAlmgren]

Trump threatens to "annihilate" Iran at UN. AIA Weekly Report 9.26.26

Thanks @JohnPolomny good one

https://t.co/JupgW46kGh via @YouTube

[SilverTrade @silvertrade]

🚨SAYONARA‼️

🇯🇵JAPANESE 30-YEAR YIELD SURGES TO ALL-TIME RECORD HIGH 4.214% 👀

⚠️Sovereign bond markets are in MELTDOWN as global oil crisis INTENSIFIES‼️

[zerohedge @zerohedge]

*US PREPARES 90-DAY DIESEL EXPORT BAN: POLITICO

*US DIESEL FUTURES SINK MORE THAN 7% TO INTRADAY LOW

*EUROPEAN DIESEL FUTURES SURGE OVER 7% TO SESSION HIGH

[Julianne Geiger @JuliOnTwtr]

EIA Inventory Moves 09/23/26

Crude +3 million
Gasoline -1.7 million
Distillates -400,000

#oott #crudeoil #gasoline #distillates #EIAWPSR

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 09/22/26

Crude +1.786 million
Gasoline -2.16 million
Distillates -2.164 million
Cushing +2.082 million

SPR actual -400,000

#oott #crudeoil #gasoline #distillates #API

[zerohedge @zerohedge]

Crude -640K, Exp. -1.5MM
Gasoline +794K
Distillates +1.585MM
Cushing-342K
Production -3kb/d

SPR drained again by 403K barrels to 285 million, lowest since 1982

[Julianne Geiger @JuliOnTwtr]

API inventory moves 09/15/26

Crude +7.14 million
Gasoline +1.46 million
Distillates +1.61 million
Cushing -246,000

SPR actual -400,000

#oott #crudeoil #gasoline #distillates

[Polymarket @Polymarket]

JUST IN: Iran declares the Strait of Hormuz will remain closed despite a new “understanding” with Oman.

[Mario Nawfal @MarioNawfal]

🇾🇪 Houthis say if this heats up, they can kill the last trickle of Saudi oil heading for Suez.

That is the leftover route. Hormuz is already a war zone, and the Red Sea path south got ugly after they took Mokha and Mayun this week.

Riyadh even shut its East-West pipeline after drones. What still moves is crude going north toward Egypt and the canal.

Saudi ships are already on their blacklist. Completely shutting Suez-bound barrels is the boast.

Writer: Lucas

[LiveOnDividends @OilPeterAlmgren]

Saudi east-west pipeline hit by Iraqi militas. Oil and refined products ...

Great one @JohnPolomny many thanks

https://t.co/fc9aDFnm4n via @YouTube

[Julianne Geiger @JuliOnTwtr]

Baker Hughes 9/11

Oil +1
Gas +2

#oott #crudeoil #rigcount #bakerhughes

[Jeffrey Currie 🆔++ @CommodMkt]

Thanks to @BloombergTV and the @BSurveillance team for having me on today.

We are dealing with two trades at the same time: scarcity and debasement. The scarcity trade is in commodities, while the debasement trade is in the value of money.

CPI is scarcity in the numerator and debasement in the denominator. You’ve got commodity prices being pushed higher by shortages, while governments are simultaneously debasing the value of money.

And look at the returns. The Quantix Commodity Index is up 48.5% YTD - the best-performing asset class of the year. Since we made the super cycle call in October 2020, it is up 242.2%, making commodities the best-performing asset class of the decade.

This is why you need to own commodities.

Watch the full interview here: https://t.co/gu2JUSp39a

[Mario Nawfal @MarioNawfal]

🇺🇸🇯🇵 The West's real nuclear event is its own bond market, and the money fleeing it is buying gold miners instead of Treasuries

Everyone is watching AI earnings.

Michael Oliver has been watching 30-year Treasury futures, which his charts said would break in April, and did.

The yield charts of Japan, Germany, Britain and America now look alike, and that is a Western government debt crisis rather than a stock bubble:

"find me a crisis bigger than that in the last hundred years"

The Treasury secretary's answer was to buy yen so Japan would stop dumping American bonds.

Two burning houses passing buckets, and the bonds fell anyway.

Money is leaving stocks, and its old refuge is gone.

So it went where big managers who can't hold bullion can go... Newmont and Wheaton, back at their highs in three weeks.

Silver sits barely $15 above its 1980 high while gold is five times its own.

The shift started before the war. Oil is just the last thing to notice.

@Oliver_MSA @WeTheBrandon

[The Hormuz Letter @HormuzLetter]

BREAKING: First ground-level image of the massive 100 km black smoke column rising from Saudi Arabia's East-West crude pipeline, captured ~6h ago, after Yemen's Houthis struck the pipeline on multiple points, the same plume seen on Sentinel-3 satellite imagery.

[Julianne Geiger @JuliOnTwtr]

EIA WPSR 09/10

Crude -400,000
Gasoline +1.3 million
Distillates +2.1 million

#oott #crudeoil #gasoline

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 09/09

Crude -300,000 (exp.
Gasoline -1.9 million
Distillates +2 million
Cushing -300,000

SPR actual -1.2 million
#oott #crudeoil #gasoline #api

[Jeffrey Currie 🆔++ @CommodMkt]

We’re in a critical situation right now - there’s no easy fix to a lack of refinery capacity, a lack of strategic reserves and products, and now-depleted crude reserves.

A route to partial normalisation would be looking to China to release spare refining capacity, which seems to be happening, but a return to full normalisation is unlikely any time soon.

This will shape the broader commodity and macro-economic outlook. All other commodities are dirt and diesel: we saw all time highs in copper yesterday, record-high diesel last week - we’re going to see more highs across the non-energy complex.

Throughout all this, the market is obsessed with crude oil - but everyone reading this right now, as well as the rest of the world, mostly has exposure to the refined product: gasoline, diesel, jet fuel. That will hit the headline CPI index very soon.

And we’ve not event talked about food - Ukrainian strikes in the grain corridors in the Black Sea, as well as weather-impacted crop yields has combined to create a food crisis alongside the fuel crisis - wheat, corn and other crops have risen sharply over the summer. Again, that will hit the headline inflation number.

The bottom line: this is a crisis not only caused by the Strait of Hormuz. Chokepoints from the Red Sea to the Black Sea grain corridor, the Rhine River, the Russian interior, the Panama Canal - weather, war and policymaking - have combined to create a crisis that has no easy way out.

The energy crisis is here: it has arrived and it’s showing in the product prices, not in crude.

My interview on @CNBC Access Middle East with @dan_murphy can be watched in full below - thanks to Dan and team for inviting me on.

[Julianne Geiger @JuliOnTwtr]

Rig Count 9/4/26

Oil +2
Gas -2

#oott #crudeoil #rigcount

[Julianne Geiger @JuliOnTwtr]

API Inventory Moves 09/01

Crude -2.6 million
Gasoline +300,000
Distillates -300,000
Cushing +200,000

SPR actual -3.1 million

#oott #crudeoil #gasoline #api