De La Rosa

Product of the late 80’s | Oil & Gas | Underdog | #OFS

[First Squawk @FirstSquawk]

UK CBI RETAILING REPORTED SALES AUG: -48 (EST -35; PREV -26)

[*Walter Bloomberg @DeItaone]

DEUTSCHE BANK SHARES HIT HIGHEST SINCE JULY 2011, UP 4.5%

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Natural Gas Eclipses Oil as Key Inflation Risk for European Debt

Natural gas has overtaken oil to become the biggest concern for European bond traders as depleted supplies of the key fuel threaten a resurgence in inflation.

European gas prices are near five-month highs and winter contracts cost more than twice as much as they did a year ago. Yields on 10-year German and UK debt have touched levels not seen in decades, even as Brent crude trades 30% below the peak hit on the back of the US-Iran war.

Investors are concerned that rising gas prices will reignite inflation, forcing central banks to increase interest rates more aggressively than markets currently expect. Gas plays a central role in the region’s economy, accounting for 21% of the EU’s energy mix, and between 25% and 35% for the UK. (Bloomberg)

[*Walter Bloomberg @DeItaone]

$SPCX - SPACEX WIRELESS PLANS COULD BOOST T-MOBILE

Bank of America says SpaceX’s wireless ambitions could benefit T-Mobile, tower companies and spectrum values.

Building a competitive nationwide network would require massive investment, more spectrum and years of infrastructure deployment.

BofA sees SpaceX’s satellite connectivity as complementary to existing mobile networks, rather than a replacement, potentially creating partnership opportunities with T-Mobile and tower operators.

[Giovanni Staunovo🛢 @staunovo]

#China’s biggest offshore oil and gas driller said its first-half profits rose due a surge in global energy prices #oott https://t.co/xCCOxc2bOf

[Energy Headline News @OilHeadlineNews]

NETANYAHU: IT IS NOT POSSIBLE TO REACH A DIPLOMATIC AGREEMENT WITH IRAN

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Ukraine Says It Hit Lukoil Refinery in Nizhny Novgorod

[Eric Yeung 👍🚀🌕 @KingKong9888]

Smart Pension Fund. They should buy #Gold and #Silver.

[Oliver Groß @minenergybiz]

China is hungry for more coking coal 🇨🇳👇

[Giovanni Staunovo🛢 @staunovo]

Scott Bessent’s bond intervention puts US Treasury on collision course with Fed
Increased purchases of debt threaten to undermine central bank chief Kevin Warsh’s bid to tame inflation https://t.co/iMl2vTTOQn

[First Squawk @FirstSquawk]

FITCH ON CHINA: PRICE PRESSURES REMAIN WEAK AND HIGHLIGHT RISKS TO OUR INFLATION FORECASTS

[Daniele Cavazzoni @DC_Italy]

Gold/Oil ratio

[maneco64 @maneco1964]

The Dollar Crack-Up Boom Is Getting Closer: The Warning Signs Are Everywhere.
https://t.co/FE5TsfMDzS

[*Walter Bloomberg @DeItaone]

BRENT, US CRUDE FUTURES EXTEND FALL, DOWN OVER 3% AS IRAN-OMAN TALKS BOOST OPTIMISM OVER STRAIT OF HORMUZ REOPENING

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

The Monetary Authority of Singapore announced the removal of the 5% cap on holdings of physical precious metals for investment funds and family offices

[Eric Yeung 👍🚀🌕 @KingKong9888]

$BIG? 😉❤️🎯

[June Goh @JuneGoh_Sparta]

I spent some time using Sparta data to confirm the reasonableness of the $10/bbl freight cost that Total's CEO shared for the shuttle trade.

Check my logic in this article.

#oott

[Amalteya @Amalteya3000]

all targets done...)
imo its not the end of oil downtrend
#oott #Iran #wti

[Yet another commodity guy @tleilax___]

So much for Black sea grain trade normalisation.

[Oliver Groß @minenergybiz]

Impressive Strength: Shares of Newmont, the world's largest gold miner, reached new all-time highs this week, even though the price of gold is well below its ATH. The August monthly candle for Newmont is one for the history books. 👀🔥