Toby

Energy trading - APAC Physical |
Energy asset investment |
Commodities PM |
Polo & Racing anything that combusts

[Toby @TobyCopson]

@DAOMEISTER22 @tleilax___ Wake up, shower, coffee in garden consuming overnight market news/positioning. Wake kids up, have chat/play then office. Meet with risk 2 review mark2market changes. Calls. Varies from there on.

[Toby @TobyCopson]

@tleilax___ Thanks mate

[Toby @TobyCopson]

@JavierBlas Better yet; 'Tarrif'

[Toby @TobyCopson]

@SStapczynski

[Toby @TobyCopson]

@tleilax___ Well said

[Toby @TobyCopson]

@Rory_Johnston I mean, we can be... not always but there's moments

[Toby @TobyCopson]

@SStapczynski Been around the f1 paddocks too many times not to spot Petronas/Merc swag. Full team Papaya here!

[Toby @TobyCopson]

@OilCfd Draws were naturally going to increase as this goes on. What is interesting to watch is disti sales (if allowed) great time to sell in to but have to watch domestic needs

[Toby @TobyCopson]

@lord_fed I've got a rather impressive bridge to sell this bloke

[Toby @TobyCopson]

@morgan_downey Yeah, agreed Morgan. Paper at some point will converge with physical but the status quo is appealing to perpetuate. March loaders gone, apr berthing, 13mbpd still out. Not much else to replace that disti crack

[Toby @TobyCopson]

@ncitayim This is actually a pragmatic step for them

[Toby @TobyCopson]

Unpacked a lot here

[Gulf Intelligence @gulf_intel]

Over the next few weeks, what key signals should markets watch to determine if this is real relief or just noise?

👉 CLICK HERE TO WATCH: https://t.co/aWZI5VJa2u

@TobyCopson #Geopolitics #EnergyCrisis #USIran #StraitOfHormuz #BrentCrude #EnergySecurity #GlobalMarkets #OilPrices #MiddleEast

[Gulf Intelligence @gulf_intel]

A surprise Iran-US ceasefire triggered sharp market selloffs, but Marc Ostwald warned uncertainty and structural disruptions persist. Anne-Sophie Corbeau highlighted limited LNG exposure yet affordability concerns and demand shifts. Clyde Russell stressed ongoing physical supply tightness in Asia. Toby Copson emphasized fragile sentiment, unchanged fundamentals, and continued volatility despite headline-driven price relief.

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@MOstwald1 @ClydeCommods @TobyCopson
#EnergyMarkets #Brent #Oil #Geopolitics #EnergyCrisis #GlobalMarkets #OilPrices #SupplyShock #AsiaEnergy #MarketVolatility #Commodities #OilandGas #USIran #StraitofHormuz

[Toby @TobyCopson]

@tleilax___ How does one go about calling such a note in?

[Toby @TobyCopson]

@OilCfd But, but ... wr swiping left for realists or right for curve tourists

[Toby @TobyCopson]

@Rory_Johnston What a truly odd timeline this last month has been...

[Toby @TobyCopson]

@ClosedFormJest Solid praxis. Will the revolution settle in USD? Asking for a... friend

[Toby @TobyCopson]

@OilCfd @ed_fin Until its nukes until Oil