The $72 Oil Illusion #ChartOfTheDay
Peace in the Middle East looks closer right now than at any point since this war started on February 28.
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Iran and the US Made Peace. Israel Says ‘No, Thanks’
Brent just dropped nearly 5% to $83, its lowest since March 10, after the US and Iran announced a peace
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The Aftershocks of 2026: Fertilizer Crises, Depleted Reserves, and the New Economic Reality
A signed peace treaty in the Persian Gulf does not mean a return to the old economic status quo. While
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Crude Oil Update: Structural Supply Crushes Defy Wall Street Optimism
The paper markets are resting easy, betting on an imminent resolution in the Persian Gulf. But the physical data paints
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The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks
The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center
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The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War
The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the
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Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities
If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are
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Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed
The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US
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From Fed Shifts to Supply Shocks: What is Driving the Global Markets Today
The global macroeconomic landscape is moving at a breakneck pace, driven by a volatile mix of geopolitical friction, extreme weather,
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Why Global Oil Supply Could Hit a Wall by August
Every week, I dive deep into the plumbing of global energy markets to figure out where the macro economy is
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