NELCETT

Nelson Chamisa Economic Think Tank

[NELCETT @nelcett]

@EnergyIntelligence : As the unprecedented oil supply shock continues to grip the Middle East, Energy Intelligence's latest monthly oil market forecast anticipates consumption growth for 2026 moving toward zero — even if flows begin to open up in the coming weeks.

[NELCETT @nelcett]

@EnergyIntelligence : The 174,000 cubic meter capacity Al Qaiyyah LNG carrier has loaded with a cargo and departed from the Golden Pass LNG export terminal in Texas, according to ship tracker Kpler, putting the plant another step closer to relieving a strained global gas market.

[OilPrice.com @OilandEnergy]

Asia has leaned on Russian and Iranian crude to offset Hormuz disruptions, but that buffer is fading as stockpiles decline and flows remain blocked. The next phase points to tighter supply and rising inflation risks. #EnergyMarkets #Oil #Asia #Geopolitics

https://t.co/UUnzfF4V0W

[OilPrice.com @OilandEnergy]

Buy the rumor, sell the news:
https://t.co/n8nkwHOQZs

[NELCETT @nelcett]

@EnergyIntelligence : Crude prices continued to drive higher on Wednesday after US President Donald Trump indefinitely extended the US' ceasefire with Iran, leaving both the near-closure of the Strait of the Hormuz and the US blockade on ships entering or leaving Iran intact.

[Yahoo Finance @YahooFinance]

Silver is down -3.83% amid higher oil prices and reports that the US is delaying Vice President JD Vance’s trip to Pakistan. 📉

[*Walter Bloomberg @DeItaone]

TRADERS POUR $977 MILLION INTO LEVERED BET THAT OIL WILL PLUNGE

Oil traders made a big leveraged bet that prices would fall from war-driven highs — but many are losing badly.

Investors poured $977M into the inverse oil ETF (SCO) in March, its biggest monthly inflow ever. The fund aims to profit when oil drops, but instead plunged 41% as crude surged.

The bet hinges on a quick end to conflict. While the fund briefly jumped 8% after signals of de-escalation, oil prices remain elevated — rising as high as $119 and still around $102, well above February levels.

Ongoing supply disruptions, especially around the Strait of Hormuz, could keep prices high for months. Even a ceasefire may not be enough for short traders to recover.

Bottom line: this is a high-risk “war ends soon” trade — and so far, it’s backfiring.

[Yahoo Finance @YahooFinance]

Gold posted its worst month in over a decade. 📉

[0xNobler @CryptoNobler]

🚨 SOMETHING REALLY BAD IS HAPPENING IN CHINA RIGHT NOW!!

$1.4 TRILLION has just vanished from China’s balance sheet.

$650B wiped from FX reserves
$750B dumped from U.S. Treasuries

Meanwhile, their gold holdings are rising every single day.

They’re funneling every dollar into gold.

That alone tells you everything.

Gold is pumping again and this isn’t just “hype.”

It’s a repricing of TRUST.

This isn’t “diversification.”

THIS IS STRATEGIC.

Let’s break it down simply.

Treasuries sit at the foundation of the dollar system.

So when a giant like China keeps pulling back, the system must rebalance.

And gold doesn’t move like this when things are stable.

Gold moves first when TRUST starts cracking.

China isn’t speaking.

They’re signaling through capital flows.

They’re done with paper promises.

They’re choosing the one asset with zero counterparty risk.

When the largest players shift like this, others follow.

Markets don’t react early.

They react AFTER the shift is obvious.

Not through headlines.

Through FLOWS.

I’ve spent 10 years studying macro and called nearly every major top - including the October BTC ATH.

Follow and turn on notifications.

I’ll post the warning BEFORE it becomes public news.

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

🚨 The US Treasury announces a full audit of the nation’s gold reserves with a live stream of the vaults later today, headed by President Trump and his sugar Daddy, Elon Musk.

[NELCETT @nelcett]

@Bloomberg : Mozambique repaid about $700 million to the International Monetary Fund ahead of schedule and in full — a surprise move that raised questions about its motivations and the status of talks over a potential new program with the lender.

[OilPrice.com @OilandEnergy]

U.S. shale producers could generate $63.4B in extra cash flow if WTI averages $100 per barrel in 2026, according to Rystad Energy. But producers remain cautious about boosting output amid geopolitical volatility and uncertain price durability. #Shale #OilMarkets #WTI

https://t.co/E7xgC9oUDe

[NELCETT @nelcett]

Mine sites generate more operational data than ever. The gap isn't collection – it's synthesis across silos. Honeycomb's AI layer delivers connected intelligence that drives margin and capital efficiency.

[NELCETT @nelcett]

Mine sites generate more operational data than ever. The gap isn't collection – it's synthesis across silos. Honeycomb's AI layer delivers connected intelligence that drives margin and capital efficiency.

[NELCETT @nelcett]

@Mining.com :The US, Japan and the European Union are set to announce plans in the coming weeks to lay the foundation for a trade agreement in critical minerals, according to people familiar with the preparations.

[NELCETT @nelcett]

EnergyX is moving forward with plans for a US$5 billion investment in Chile’s lithium sector after CEO Teague Egan met with President-elect José Antonio Kast ahead of his inauguration.

[NELCETT @nelcett]

@EnergyIntelligence :Global benchmark Brent crude prices closed above $100 per barrel for the first time in over three years on Thursday following a series of Iranian attacks on tankers in the Mideast Gulf and a vow by the Islamic republic's new supreme leader

[NELCETT @nelcett]

Traders Begin Rerouting Oil, LNG Flows as Hormuz Remains Closed

[OilPrice.com @OilandEnergy]

A great overview of the US military deployment in the Middle East right now 👇

[NELCETT @nelcett]

Reuters News

Britain rolled out a critical minerals strategy designed to reduce dependence on foreign suppliers by 2035, with targets to source 10% of domestic demand from UK production and 20% from recycling.