Matthew CommodityExpert

Diving into futures and market trends. 📉📈

[Policy Tensor @policytensor]

The Americans understand very well that escalation serves Iran, not them. The puzzle is why the Iranians do not.

[Paulo Macro @PauloMacro]

I rarely read sellside research, and it is “solar eclipse rare” that I chuckle while reading it. But page 3 in this one… kudos to Amarpreet for slipping in “freedom molecules” (and kudos to compliance for letting it slide if they caught it).

Between oil research and Alty over at BETS, I have to say Barclays is doing it for me lately…

[Alex A.C. @AnalysisOp]

"Samsung to Triple HBM4 Price Next Year" 👀🔥🔥

Volume of sales increasing, proportion of HBM increasing, consensus of tightness until AT LEAST 2029 (surely beyond)..... when a RE-RATE of the Memory names?? Come on Wall Street guys, awake!

$MU $SKHY

[Digi Biz Insight @digibizinsight]

Talented professionals remain where they feel respected, fairly rewarded and connected to a meaningful direction. Stability comes from trust, recognition and space to develop skills over time, creating an environment where motivation and commitment strengthen naturally.

[Dan Tsubouchi @Energy_Tidbits]

Supply #NatGas risk for Mexico?

Can't help wonder how Mexico's increasing need for pipeline natural gas from Texas is secure as US faces the challenge to fill more #NatGa pipelines to US LNG export ports?

#oott

[Gulf Intelligence @gulf_intel]

The forward oil markets need to alter posture to brace for a prolonged structural supply shock?

[Jorge ARJONA @jorge_moj]

EIA weekly🛢Oil report

US🛢Oil Strategic Petroleum Reserves (SPR) ↘️↘️ The lowest in decades‼️

It is not clear how much more crude can be extracted from the SPR but we might be near the physical limit

[Jorge ARJONA @jorge_moj]

EIA weekly🛢Oil report

The main reason why no big drop is that US Crude🛢Oil Exports have collapsed to last year's level➡️ We'll soon see if this is sustainable or the rest of the World will pull them out again

[Jungle Rock @JungleRockRes]

US Equities Trend Momo - Available for free on the Jungle Rock platform

[CnEVPost @CnEVPost]

Geely September sales rise 7% to 2026 high as record export streak ends

Geely Auto exported 106,685 vehicles in September, up 162% year-on-year but down 3% from August, ending 8 consecutive months of record exports. https://t.co/G9lwZ88VDv 👇

[Gulf Intelligence @gulf_intel]

China is increasing diesel exports, with shipments reaching around 500 kb/d in September, offering some relief to record global fuel prices. However, @anasalhajji warns that an additional 100 kb/d in Q4 may do little to offset market pressure if the U.S. moves ahead with a diesel export ban.

#China #Diesel #OilMarkets #EnergyMarkets #FuelPrices #OilPrices #EnergySecurity #GlobalEnergy #EnergyMarketsDaily #Soundings

[ola harald moen @olaharaldmoen1]

#OOTT Dated brent $120 🇳🇴Oil co. Printing, going debt free.

[Damnang @damnang2]

My understanding is that HBM prices are set to surge even more dramatically next year🚀

[Gulf Intelligence @gulf_intel]

#China #ChinaEconomy #OilDemand #OilMarkets #CrudeOil #EnergyMarkets #EnergySecurity #EnergyOutlook #GlobalOilDemand #EnergyIndustry

[Policy Tensor @policytensor]

One way to frame the Iranian conundrum is this: maybe the Hormuz weapon is not worth the candle? Maybe shooting at ships is not enough to counter naval primacy? Maybe the laws of the modern world have not been repealed by the second missile age after all.

https://t.co/ww5O8xv0a7

[Benjamin Gordon @benjaminhgordon]

Here's the story about why this is happening and how it is rippling through the economy

https://t.co/KsLnOhDlv5

[Drop Site @DropSiteNews]

The new Kpler dashboard appears to have moved prices:

[Drop Site @DropSiteNews]

Middle East oil flows excluding Iran have surged back toward prewar levels. Kpler’s new dashboard puts the 7-day average for regional liquids moving through Hormuz, Gulf of Oman ship-to-ship transfers and terminals, and the Red Sea at roughly 20–22 million b/d in recent days, more than double early-August levels.

Energy analyst Rory Johnston says Kpler’s 18 million b/d “pre-war” benchmark is too low because Gulf OPEC quotas have risen by more than 2 million b/d; he puts a comparable “return to normal” level at roughly 20–21 million b/d. Eurasia Group’s Gregory Brew notes the rebound has come without a major Iranian escalation.

Reuters separately reported Sept. 27 that Middle East crude exports reached 16.3 million b/d in September, the highest since the war began, including 9.7 million b/d through Hormuz. The monthly figure is still 3.2 million b/d below February.

Prices have eased a bit but remain near recent highs: U.S. regular gasoline is $4.46 a gallon, just 3¢ below its Sept. 25 peak of $4.49; diesel is $6.44, 8¢ below its Sept. 22 peak of $6.52. Brent was trading around $104 Tuesday at 11 am ET, down 1%.

[Drop Site @DropSiteNews]

Global energy markets are experiencing a sharp upward surge following the United States' rejection of Iran’s proposal to reopen the Strait of Hormuz. International benchmark Brent Crude is trading up 3% around $107 per barrel.

The U.S. national average retail price for a gallon of regular gasoline is down a fraction of a penny to $4.48, and the national average for a gallon of diesel is $6.45, down from $6.53 reported high last week, according to data from AAA Fuel Prices.

[DATA DAVE @Dare2Digitize]

Risk feels difficult when everything looks uncertain at the same time.

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