Daniel Hynes

Senior Commodity Strategist @ ANZ | helping commodity investors and companies navigate macro, political, economic and environmental issues

[Daniel Hynes @danielhynes]

I agree. I’m just astounded how the financial market can’t see what is coming. It’s mind blowing.

[Eric Nuttall @ericnuttall]

The question I'm asking in every call with advisors is "when will the $#%@ hit the fan?" for that is when the gap between the physical and financial oil markets collapses. The answer comes down to physical shortages. Starting now in Asia, soon in Europe, and the "battle for the barrel" will too draw down US oil/product inventories lifting price (without an export ban). Every generalist seems to think oil falls back to "normal" when SofH opens...but what they are missing is that it will take years to refill depleted SPR and already-low product inventories (ie. higher floor price going forward). For many of us, the apathy/delusion in the broader market is truly spectacular, and is in my opinion offering a tremendous opportunity with several oil producers trading at 15%+ free cashflow yields at our $80WTI 2027 base case. Reality should begin to hit in the coming weeks.

[Daniel Hynes @danielhynes]

Could agree more Mark

[Mark Thompson @METhompson72]

If you were to create list of people in the UK who really understand metal supply and demand, have built mines, know commodity economics, large scale industrial investment, project feasibility, permitting, development and finance: then it would not be a long list, but my name would be on it.

For all of the people who know that electricity is the future and that hydrocarbons are dying, that we don't need diesel, or gas, or liquid fuels:

Tell me where the copper is coming from.
Now do silver, tin, lithium and batteries.
For those of you say the future is nuclear, tell me where the uranium is coming from.
Tell me what price these would be at, and when it could be delivered.
Tell me how you are going to build grid resilience and more importantly grid inertia from renewables.
Tell me what your plan is for windless, cloudy days in the middle of winter.
Tell me what you will do to decommission and replace wind and solar every 10 to 20 years - and where you will dump all those unrecylcable turbine blades.

For every GW of renewables we have to build a GW of conventional back-up, or rely on the kindness of foreigners.

There is no magic metal shop.

There is no new physics that makes a 100% renewables grid work.

The greatest threat to humanity is not global warming, it is energy poverty.

[Amena Bakr @Amena__Bakr]

There’s an agreement to increase production by 548k in august, according to delegates #OOTT #Opec

[Amena Bakr @Amena__Bakr]

The U.S. is at risk of being further pulled into this war. #OOTT

[Javier Blas @JavierBlas]

BREAKING: For the second consecutive month, the group of eight top OPEC+ nations agree to boost production another 411,000 b/d (that’s equal to do in a single month what under the old guidance would have taken three months) #OOTT https://t.co/lVp8yw8r0M

[Daniel Hynes @danielhynes]

Commodities Wrap, 27 Nov: Trump';s tariffs weigh on sentiment https://t.co/Kg2bTb72f1 @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 26 Nov: Oil slumps as geopolitical tension ease https://t.co/j926MLJJ40 @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap,25 Nov: Haven demand helps push gold prices higher https://t.co/Xy84SxumH0 @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 22 Nov: Rising geopolitical risks keeps energy markets on edge https://t.co/DgXViogFCw @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 21 Nov: Geopolitics continues to batter energy markets https://t.co/ggCtrC2DPS @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 18 Nov: Renewed supply disruptions push global gas prices higher https://t.co/YZ3FpKE2eh @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 15 Nov: Oil gains amid signs of strong demand https://t.co/SIQlaKv24N @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 14 Nov: Concerns over demand in China continues to weigh on sentiment https://t.co/BEA6n8y4FF @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 13 Nov: Global gas prices rise as supplies tighten https://t.co/596R4AB5hg @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 12 Nov: Investor appetite dented as USD surges higher https://t.co/LksHbh2qsx @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 11 Nov: Signs of subdued demand weighs on oil prices https://t.co/YfAKhgFlEY @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 7 Nov: Trump's election win sparks selloff https://t.co/OlCwidHplv @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 6 Nov: Markets steady ahead of the US election https://t.co/S5FkGgJqDj @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 5 Nov: Oil rallies as OPEC delays production hikes https://t.co/bLhqCl2LQW @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium

[Daniel Hynes @danielhynes]

Commodities Wrap, 4 Nov: Market cautious as political and economic events loom ahead https://t.co/4DPRB0PV13 @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium