Delta Capital

Trading /NQ & /ES futures + stocks. Sharing chart setups & market research. Not financial advice – educational only. Trade smart 📊

[The Spectator Index @spectatorindex]

Prices, since start of the year.

Rice: +45%
Cotton: +27%
Wheat: +25%
Wool: +21%
Rubber: +20%
Cheese: +16%
Tea: +15%
Sunflower oil: +15%
Palm oil: +15%
Lumber: +14%
Soybeans: +13%

[Delta Capital @capital_delta]

@SeaKingOptions Yes sir

[Delta Capital @capital_delta]

@Crakermike @citrini Lmfao

[Anduril Industries @anduriltech]

Anduril is partnering with @KrakenTechGroup to deliver a fleet of small unmanned surface vehicles for the @USNavy.

You can't command the sea without scale.

https://t.co/lcdSpHPCF9

[Delta Capital @capital_delta]

$KRKNF

[Polymarket @Polymarket]

JUST IN: U.S. military announces the deployment of "underwater drones" to clear mines in the Strait of Hormuz.

[The Kobeissi Letter @KobeissiLetter]

Qatar's liquefied natural gas exports are collapsing:

The 10-day moving average of Qatar LNG exports is down to just 33 tons, the lowest since the 2008 Financial Crisis.

This marks a -90% drop since February and is -85% below the average seen over the last 10 years.

This comes as the world's largest LNG export facility at Ras Laffan has not shipped a cargo over the last 5 days, the longest streak in data going back to 2008.

Qatar is the world’s 2nd largest LNG supplier, responsible for ~20% of global deliveries, with most exports headed to Asia.

Asian importers are now rushing to secure alternative sources or cutting supply to end-users, including fertilizer plants and industrial consumers.

Global energy flows are under historic pressure.

[The_Real_Fly @The_Real_Fly]

If the war in Iran doesn't end soon, food prices are about to skyrocket. Spot Urea +30% since the war began because 50% of urea moves through the Straits.

[Delta Capital @capital_delta]

My $CF Industries piece just got featured on Yahoo Finance.

While everyone chased oil, I made the case for nitrogen fertilizer.

Huge shoutout to @NathanWorden — appreciate the support.

If you haven't read it yet 👇
https://t.co/Skw3Y5EkM2

[*Walter Bloomberg @DeItaone]

U.S. FERTILIZER STOCKS RISE AS MIDDLE EAST CONFLICT CONTINUES TO DISRUPT SHIPPING THROUGH STRAIT OF HORMUZ

🔸CF INDUSTRIES CLIMBS 7.6%
🔸MOSAIC RISES 6.2%
🔸U.S.-LISTED SHARES OF NUTRIEN UP 3.2%

[*Walter Bloomberg @DeItaone]

U.S. FARMERS SEEK HELP AS FERTILIZER PRICES SOAR

The Strait of Hormuz disruption is sending fertilizer costs sharply higher, straining U.S. farmers ahead of planting season.

Zippy Duvall urged President Donald Trump to:

🔸Use the U.S. Navy to secure maritime fertilizer shipments.

🔸Lift import duties on certain fertilizers, including from Morocco and Russia.

Prices are climbing fast: urea +12% to $611/ton, potash +9%, ammonia +15%, while grain futures, including soybeans, hit multi-year highs.

[Delta Capital @capital_delta]

My $CF Industries piece just got featured on Yahoo Finance.

While everyone chased oil, I made the case for nitrogen fertilizer.

Huge shoutout to @NathanWorden — appreciate the support.

If you haven't read it yet 👇
https://t.co/Skw3Y5EkM2

[Delta Capital @capital_delta]

🚨 The Strait of Hormuz isn't just an oil chokepoint.

🚫 50% of global urea exports — stuck
🚫 50% of global sulfur exports — stuck
🚫 25-35% of traded ammonia — stranded
💥 Qatar's largest LNG complex — offline

🌾 Spring planting is weeks away. There is no fertilizer reserve.

This is the story nobody's covering 👇
https://t.co/MdOHDTFYea

$CF $NTR $MOS $IPI $UAN $LXU $SPY $QQQ

#StraitOfHormuz #Fertilizer #FoodSecurity #Oil #Commodities #Geopolitics #Agriculture

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Kuwait officially confirms it has cut oil production today.

Prior to the war, Kuwait was producing nearly 2.8 MILLION barrels of oil per day.

[Delta Capital @capital_delta]

The Chokepoint Breaks: Operation Epic Fury, the Strait of Hormuz, and the Energy Crisis We Warned You About https://t.co/hJLHGj5N36

#StraitOfHormuz #OperationEpicFury #MiddleEastCrisis #OilMarkets #EnergyCrisis #OilShock $USO $CL

[Jack Prandelli @jackprandelli]

Crude Oil Stocks Left by Country (Approximate Strategic Reserve in Days)

🇯🇵 Japan 260 Days
🇸🇬 Singapore 245 Days
🇰🇷 South Korea 210 Days
🇺🇸 United States 200 Days
🇨🇳 China 104 Days
🇩🇪 Germany 90 Days
🇫🇷 France 90 Days
🇬🇧 United Kingdom 85 Days
🇮🇳 India 25 Days
🇵🇰 Pakistan 3 Days

Source:
• International Energy Agency (IEA) Oil Security Data
• U.S. Energy Information Administration (EIA)
• World Population Review – Strategic Petroleum Reserves

#oott

[*Walter Bloomberg @DeItaone]

🚨 *KUWAIT CUTS OIL PROCESSING AT ITS REFINERIES AS HORMUZ IS BLOCKED

[First Squawk @FirstSquawk]

ISRAELI MEDIA: U.S. AND ISRAEL CONSIDER REDUCING ATTACK FREQUENCY AMID DECLINING WEAPON STOCKS TO SUSTAIN LONGER MILITARY OPERATIONS

[First Squawk @FirstSquawk]

OIL JUMPS AS MIDEAST WAR CHOKES SUPPLY

Brent Crude climbed above $83 a barrel as the escalating conflict involving Iran disrupted energy flows across the Middle East. The biggest concern is the Strait of Hormuz, where tanker traffic has plunged over 95% as shipowners avoid the route despite insurance being available. The chokepoint normally carries about 15 million barrels of oil per day, according to the International Energy Agency. Governments and refiners are scrambling to protect supplies.

China has told refiners to halt fuel exports, while companies in Japan and India are seeking emergency measures. Analysts warn prices could spike further if attacks hit tankers or energy infrastructure. Meanwhile, diesel prices in Europe have already surged more than 40% since the conflict began.