Elbs

[Robin Brooks @robin_j_brooks]

The US has been holding back in the SoH for fear of escalating war ahead of the midterms. That strategy isn't working. IRGC ship attacks are spiking the cost of transporting crude (blue), which is spiking Brent (black). Time to shut down IRGC gunboats...
https://t.co/9NwpYcbcvZ

[Elbs @ellosabo]

@JavierBlas @CopernicusEU 🙂

[Jeffrey Currie 🆔++ @CommodMkt]

The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.

[Aksel Kibar, CMT @TechCharts]

These bullish setups in #ENERGY equities tell me that we are likely to see continued tension in Middle East and elsewhere, with higher #CRUDEOIL #BRENT

More with the upcoming report >> https://t.co/xNhByOrUN4

[Aksel Kibar, CMT @TechCharts]

#CRUDEOIL

[Qasem Al-Ali @AlaliQasem]

JPMorgan just published the scariest oil chart I’ve ever seen.
World inventories are in freefall.
And when this line hits 6.8 — the global energy system doesn’t slow down.
It breaks. 🧵

[Invinity Energy Systems @InvinityEnergy]

1 GWh delivered from the Invinity VFB at @ViejasCasino! Congratulations to @indianenergyllc & @CalEnergy for this significant milestone. Read more about the project https://t.co/mw2lJMmHqk or hear about it from Indian Energy below: https://t.co/xVl3ooRvaZ #energystorage

[La Cucina Italiana @Cucina_Italiana]

Una fantastica idea per servire il petto di pollo in versione appetitosa, fritto e croccante con contorno agrodolce all’orientale https://t.co/tM9s1tJZ3R

[Leonardo Sabato @doctor_el86]

27/09/1995

@delpieroale te lo ricordi?

[Elbs @ellosabo]

@baroninvestment Stay away from Rank though Labour is evil with slots 😂 Thanks for all ideas over the years

[Elbs @ellosabo]

@baroninvestment Been following you for about 5 years and probably overdue a thank you, your ideas have helped me make a few hundred grand along the way 😁 I work in gambling too (ex-Gamesys you were in it), so I should know a decent bet when I see one! Still deep in ASOS and super deep in AET

[Elbs @ellosabo]

@WatcherGuru 😜

[BBN @BigBiteNow]

I will say once again a big thank you to @baroninvestment for his work on #ASC, which inspired me to dig into the investment case.

It ended up becoming my largest holding and remains so.

There will be a time to take some profit, but I don't feel it is just yet.

[Robin Brooks @robin_j_brooks]

The attack on the East-West pipeline happened a week ago. What followed was intense panic, but that's now subsiding. The pipeline will be up and running again in part in a few days and flows through the Strait are bigger than they've been in a long time...
https://t.co/9Lm40AUnIQ

[Elbs @ellosabo]

@thealepalombo 2:30 5 terre? 😂

[Giovanni Staunovo🛢 @staunovo]

Money managers increased their net-length in Brent crude oil futures and options by 37,837 to 261,435 in the week ending September 1

Long-only positions rose by 15.129
Short-only positions fell by 22,708

other reportables net-length rose by 2,691

ICE #oott

[Elbs @ellosabo]

@jayrayner1 Brasiamo e risottiamo pasta & spaghetti Jay, I am pure Italian 🤣

[The Kobeissi Letter @KobeissiLetter]

Energy stocks have rarely seen this much hedge fund demand:

Hedge funds bought the most global energy stocks in almost 4 years last week.

This also marks their 12th weekly purchase over the last 13 weeks.

As a result, hedge funds are now the most overweight energy relative to global stocks since June 2024.

This marks a sharp reversal from their most underweight positioning since 2021, recorded in February 2026.

The only period where hedge funds had a materially larger energy exposure relative to global equities was during the 2022 energy bull market.

The energy trade is becoming increasingly crowded.

[Jason Perry - Mayor of Croydon @JasonForCroydon]

£5 billion. That is the economic opportunity previous modelling says could be unlocked by resolving the Croydon rail bottleneck.

I’ve asked the Government to update the evidence and find an affordable, deliverable solution.

Growth needs infrastructure. Let’s get moving:

https://t.co/TxJJvOT8Dq

[Ole S Hansen @Ole_S_Hansen]

Oil’s war premium is unwinding again.

Brent has dropped almost 9% in three days as the market increasingly prices a US-Iran exit ramp. But diplomacy is running well ahead of physical recovery: Hormuz traffic remains severely depressed, while diesel and gasoil markets continue to signal scarcity.

My latest looks at what comes next - peace dividend or premature optimism?

https://t.co/W5NzoSfz6D via @saxobank