Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ Oil Jumped $10 In 50 Minutes After Reports Iran Is Mining Hormuz
💥Today’s oil volatility was not random
It was the market repricing the probability of a prolonged shipping blockade.
1️⃣ Oil Sold Off
Earlier in the day crude prices dropped sharply.
2 drivers triggered the selloff:
• Trump said the Iran war could end “very soon”
• Talk of IEA/G7 emergency oil stock releases
That narrative suggested a quick reopening of the Strait of Hormuz.
Funds took profits.
#Brent and #WTI briefly fell back into the high-$70s / low-$80s range.
2️⃣ Mines In Hormuz
Then the story changed.
US intelligence reports indicated Iran may be deploying naval mines in the Strait of #Hormuz.
Markets reacted immediately.
Oil jumped more than $10 per barrel in about 50 minutes as traders realized:
➡️ This is no longer just political tension
➡️ It could become a physical shipping blockade
⚙️ Why Mines Change Everything
Missiles or drones create risk.
Mines create closure.
In a narrow chokepoint like Hormuz they:
• Persist in the water
• Require specialized clearing operations
• Increase insurance costs dramatically
• Keep tankers away even after the conflict cools
Clearing a mined strait can take weeks or even months.
📊 Where Oil Closed
Despite the intraday surge, official settlements were lower:
• WTI $83.7/bbl
• Brent $92.1/bbl
Still 30% higher than a month ago.
Today’s oil round-trip tells the story perfectly.
The selloff priced a quick ceasefire.
The $10 spike priced the possibility that the world’s most important oil artery could be mined.
And until tanker traffic normalizes.
The market will keep trading every headline out of Hormuz.
#oott
💥Today’s oil volatility was not random
It was the market repricing the probability of a prolonged shipping blockade.
1️⃣ Oil Sold Off
Earlier in the day crude prices dropped sharply.
2 drivers triggered the selloff:
• Trump said the Iran war could end “very soon”
• Talk of IEA/G7 emergency oil stock releases
That narrative suggested a quick reopening of the Strait of Hormuz.
Funds took profits.
#Brent and #WTI briefly fell back into the high-$70s / low-$80s range.
2️⃣ Mines In Hormuz
Then the story changed.
US intelligence reports indicated Iran may be deploying naval mines in the Strait of #Hormuz.
Markets reacted immediately.
Oil jumped more than $10 per barrel in about 50 minutes as traders realized:
➡️ This is no longer just political tension
➡️ It could become a physical shipping blockade
⚙️ Why Mines Change Everything
Missiles or drones create risk.
Mines create closure.
In a narrow chokepoint like Hormuz they:
• Persist in the water
• Require specialized clearing operations
• Increase insurance costs dramatically
• Keep tankers away even after the conflict cools
Clearing a mined strait can take weeks or even months.
📊 Where Oil Closed
Despite the intraday surge, official settlements were lower:
• WTI $83.7/bbl
• Brent $92.1/bbl
Still 30% higher than a month ago.
Today’s oil round-trip tells the story perfectly.
The selloff priced a quick ceasefire.
The $10 spike priced the possibility that the world’s most important oil artery could be mined.
And until tanker traffic normalizes.
The market will keep trading every headline out of Hormuz.
#oott
HOT Biotech Stocks right now 🔥
$EDSA (Edesa Biotech):
Develops therapies for inflammatory and immune-related diseases, like dermatitis and respiratory conditions.
$IOVA (Iovance Biotherapeutics):
Pioneers TIL cell therapies using patients’ own immune cells to fight solid tumors, with an approved treatment for melanoma.
$SGMO (Sangamo Therapeutics):
Advances gene and genomic medicine therapies, including gene editing and therapies for genetic/neurological diseases like Fabry and hemophilia.
$EDSA (Edesa Biotech):
Develops therapies for inflammatory and immune-related diseases, like dermatitis and respiratory conditions.
$IOVA (Iovance Biotherapeutics):
Pioneers TIL cell therapies using patients’ own immune cells to fight solid tumors, with an approved treatment for melanoma.
$SGMO (Sangamo Therapeutics):
Advances gene and genomic medicine therapies, including gene editing and therapies for genetic/neurological diseases like Fabry and hemophilia.
$MDA: MDA SPACE COMING TO THE US
MDA Space has filed an application to list its common shares on the New York Stock Exchange under the symbol "MDA"
A total of US$300 million of Common Shares will be offered by MDA Space for sale in the Offering, which will be conducted through a syndicate of underwriters led by J.P. Morgan and RBC Capital Markets, who are acting as joint lead active bookrunners, and BMO Capital Markets, Deutsche Bank Securities, Jefferies, Scotiabank, and Canaccord Genuity, who are acting as joint active bookrunners.
MDA Space has filed an application to list its common shares on the New York Stock Exchange under the symbol "MDA"
A total of US$300 million of Common Shares will be offered by MDA Space for sale in the Offering, which will be conducted through a syndicate of underwriters led by J.P. Morgan and RBC Capital Markets, who are acting as joint lead active bookrunners, and BMO Capital Markets, Deutsche Bank Securities, Jefferies, Scotiabank, and Canaccord Genuity, who are acting as joint active bookrunners.
This media is not supported in your browser
VIEW IN TELEGRAM
$RKLB Human exploration and science at Mars relies on a robust telecommunications network. Rocket Lab’s Mars Telecommunications Orbiter will make that possible.
Proven hardware. Proven team. Proven Mars experience. We're Mars tested and MTO ready.
Proven hardware. Proven team. Proven Mars experience. We're Mars tested and MTO ready.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$BATL $OXY $XOM $COP $CVX | Analysts projected $60 oil just months ago, but WTI now trades near $85 as the Hormuz crisis threatens 20M bpd of global supply.
With storage nearing capacity and production shutting in, a prolonged blockade could push prices to $130 or higher by Q2.
With storage nearing capacity and production shutting in, a prolonged blockade could push prices to $130 or higher by Q2.
This media is not supported in your browser
VIEW IN TELEGRAM