The next move in power prices may start with a weather shift, grid constraint or outage. Permutable turns that information into signals for #energy traders.
We’re excited to join @TotalEnergies On accelerator, applying our technology to power #markets.
#EnergyTransition
Great to see our CEO and Founder over on @FundsTech in his latest OpEd "AI can do the work, but can it show it is working?"
Worth a read here: https://t.co/lM3L4U2Xz3
#AI#investing#markets#AIinfinance
STOP PRESS: We’ve tracked Permutable’s commodity signals live since October 2024. Our evaluation across 19 contracts gained 24.8% in 2026 through 22 September.
Explore our results and methodology: https://t.co/roh2gVVeXi
#CommodityTrading#AlternativeData
Great to see coverage of our latest analysis powered by Permutable's Global Macro Sentiment Indices over on @DisruptionBank:
Europe’s diesel shock is moving into borrowing costs, Permutable analysis finds
https://t.co/te0wTf7Ny0
#energy#inflation#macro
Read the full Permutable house analysis - How does the 2026 energy shock reach 2027? From shipping routes to policy rates:
https://t.co/QAXN7IV5b5
#inflation#energypriceshock#markets
5/5 The shock now sits alongside higher borrowing costs.
From 27 February to 21 September, the US 10-year Treasury yield rose 99 basis points. Real yields accounted for 90; breakeven inflation for nine.
4/5 Policy attention is running ahead of energy-inflation coverage in Germany, the UK and the US. France shows the reverse.
Permutable scores each series against its own trailing-year norm. The gap shows where the policy discussion stands, not where rates must go next.
3/5 How far has the fuel shock spread?
UK energy inflation reached 13.8% in August; services inflation was 3.4%. Permutable’s energy-inflation coverage turned higher again in July.
The index tracks information flows, not the next CPI print.
2/5 Brent is back around $105 a barrel. The diesel shock remains much larger.
As of 23 September, European diesel was up 98% since 28 February, versus 36% for Brent. The distillate refining margin had widened from $28 to $101 a barrel.
1/5 How is the 2026 Gulf energy shock reaching the wider economy?
Shipping: Strait of Hormuz traffic fell from 64 vessels a day before the conflict to an average of three in September. Permutable’s shipping-risk indices show attention shifting toward Saudi bypass routes.
European gasoil is up 98% since the conflict began. Brent is up 36%. @PermutableAI says the shock has moved into real yields.
#Permutable#Diesel#Rates
https://t.co/qDkzEYS4Pa
The next move in power prices may start with a weather shift, grid constraint or outage. Permutable turns that information into signals for #energy traders.
We’re excited to join @TotalEnergies On accelerator, applying our technology to power #markets.
#EnergyTransition
3/3 For discretionary macro and FX desks, the value lies in that lead time.
Permutable tracks changes in global information flow to identify where established market relationships may be coming under strain, giving analysts an earlier reason to investigate.
Full research 👇
2/3 We examined every comparable rise in US sovereign credibility concerns since 2015.
In each earlier episode, the dollar had held its ground or strengthened. February 2025 was the first time that relationship broke. The change in the news appeared before it reached prices.
1/3 In February 2025, Permutable’s global news sentiment data recorded the highest level of concern over US sovereign credibility since our series began in 2015.
The dollar was still holding firm. Nine weeks later, it was down 6.5%, while gold had risen 12.6%.
#USD#Gold