Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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A new front just opened.
Houthi forces claim they struck Abha Airport inside Saudi Arabia, in response to Saudi strikes that closed Sana'a Airport.
Houthis are now warning airlines to avoid Saudi airspace entirely until their blockade ends.
Every other front this week hit Iran, Russia, or shipping lanes.
The country setting OSP prices for the entire market is now inside the conflict zone .
Houthi forces claim they struck Abha Airport inside Saudi Arabia, in response to Saudi strikes that closed Sana'a Airport.
Houthis are now warning airlines to avoid Saudi airspace entirely until their blockade ends.
Every other front this week hit Iran, Russia, or shipping lanes.
The country setting OSP prices for the entire market is now inside the conflict zone .
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The US-Iran MOU lasted less than a month.
US Central Command will reimpose a full blockade on Iranian ports starting 20:00 UTC on July 14, reversing the lift that took effect just weeks ago.
This is the concrete version of what Trump told Fox last week. Not just "we'll keep the strait." An actual blockade, with an effective timestamp.
The ceasefire is not being renegotiated. It is being reversed.
US Central Command will reimpose a full blockade on Iranian ports starting 20:00 UTC on July 14, reversing the lift that took effect just weeks ago.
This is the concrete version of what Trump told Fox last week. Not just "we'll keep the strait." An actual blockade, with an effective timestamp.
The ceasefire is not being renegotiated. It is being reversed.
Trump just formally restarted the war with Iran, in a letter sent to Congress on July 10.
He said the US will hit Iran "hard" tonight and tomorrow, and called the MOU "only a test for Iran."
An address to the nation is set for Thursday at 9 PM ET.
My portfolio was built for exactly this outcome.
He said the US will hit Iran "hard" tonight and tomorrow, and called the MOU "only a test for Iran."
An address to the nation is set for Thursday at 9 PM ET.
My portfolio was built for exactly this outcome.
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🇨🇭 Global One SI - Prompt
$ORCL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Oracle $ORCL fell 6.5% today and is about to cross the critical 60 month support level as concern over AI data center spending continues to worsen.
If the selloff continues, this will be the first time it has broken this trendline since August 2001.
If the selloff continues, this will be the first time it has broken this trendline since August 2001.
🇨🇭 Global One SI - Prompt
Oracle $ORCL fell 6.5% today and is about to cross the critical 60 month support level as concern over AI data center spending continues to worsen. If the selloff continues, this will be the first time it has broken this trendline since August 2001.
Larry Ellison has fallen from the 2nd richest billionaire to 8th after his 40% holding of Oracle stock has plummeted.
Ellison's net worth is now $175.2 billion, placing him behind Nvidia's Jensen Huang ($176.3 billion)
Ellison's net worth is now $175.2 billion, placing him behind Nvidia's Jensen Huang ($176.3 billion)
🇨🇭 Global One SI - Prompt
US strikes just hit Iranian military sites on Qeshm Island, Iran's largest island in the Persian Gulf and the anchor for its coastal defense, radar, and naval assets near Hormuz. Earlier strikes looked restrained. These look methodical. Deliberate targeting…
The U.S. military is currently air striking multiple targets on Qeshm Island
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🇨🇭 Global One SI - Prompt
#WTI Everyone still doesn't understand... The real reason oil is falling is the economic destruction unleashed on the global economy during the oil spike to $120. Jan 2020, oil began collapsing after a spike. 60 days later the market crashed. July 2008,…
#WTI If history is any indication, oil should begin its collapse next week along with the global economy.
🇨🇭 Global One SI - Prompt
S&P 500 stocks above the 150 day moving average is back at the top of the 2024 resistance trendline. Does it hang out here until September or is this a sign of a coming flash crash?
S&P stocks above the 150 day moving average is back on the 2024 resistance trendline.
Still on target for July 20th.
Still on target for July 20th.
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🇨🇭 Global One SI - Prompt
Russell 2000 stocks above the 200 day moving average is back at the top of the range. This is a weekly chart.
Russell 2000 stocks above their 200 day moving average appears to be rolling over precisely where we were expecting resistance.
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🇨🇭 Global One SI - Prompt
Nasdaq $NDX Update: Looks like we're setting up perfectly for a big jump in indices next week, lining up with a big earnings week. If this happens as expected then it should be a huge gap up on Monday, with markets remaining largely flat for the rest of the…
Nasdaq $NDX continues to find support on the trendline as it approaches the July 20th parabolic where it begins going backward in time.
We're coming to the end of a market cycle that has been driven by Federal Reserve quantitative easing money printing 25 years ago.
We're coming to the end of a market cycle that has been driven by Federal Reserve quantitative easing money printing 25 years ago.
🇨🇭 Global One SI - Prompt
If you're wondering where to start with incorporating AI into your trading, you'll want to save this. How to build a performance review dashboard with Claude (step-by-step)
How to never hit your usage limits with GPT-5.6 Sol
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Iranian missiles hit 2 UAE tankers, the Mombasa and Al Bahiyah, in Omani waters. 1 Indian crew member killed, 8 wounded, per the UAE Ministry of Defence.
The UAE is now a direct target, not just a spectator.
Oman's territorial waters are part of the conflict zone.
The IRGC accuses the US of inciting an "illegal route," while the UAE says it retains its full right to respond.
The UAE is now a direct target, not just a spectator.
Oman's territorial waters are part of the conflict zone.
The IRGC accuses the US of inciting an "illegal route," while the UAE says it retains its full right to respond.
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China's June trade surplus just hit 125.6 billion dollars, the second highest monthly surplus any country has ever recorded.
Exports up 27% year on year.
Imports up 36%, per Michael Pettis's read of the data.
That keeps the full year 2026 surplus on pace to break 1 trillion dollars again, confirming the trajectory from my last piece.
The weapon just got a fresh reading.
Exports up 27% year on year.
Imports up 36%, per Michael Pettis's read of the data.
That keeps the full year 2026 surplus on pace to break 1 trillion dollars again, confirming the trajectory from my last piece.
The weapon just got a fresh reading.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
Russia's fuel crisis just reached a third dimension. First the gas stations ran dry⛽️ Then the tankers in the Sea of Azov stopped moving🚢 Now the runways are next... Refueling is limited or gone in Makhachkala, Krasnodar, Astrakhan, St. Petersburg, Yekaterinburg…
Russian refinery runs just crashed to 3.8 million barrels a day in June.
Down 1.5 million from where 2026 started.
2023, 2024, and 2025 all bounced around 5.0 to 5.7 million barrels a day at this point in the year.
2026 fell off a cliff in April and never stopped.
Ukrainian drone strikes did more damage to Russian refining capacity in months than sanctions did in years.
That is why crack spreads are surging everywhere else.
Less Russian product on the market tightens refined fuel supply globally.
Down 1.5 million from where 2026 started.
2023, 2024, and 2025 all bounced around 5.0 to 5.7 million barrels a day at this point in the year.
2026 fell off a cliff in April and never stopped.
Ukrainian drone strikes did more damage to Russian refining capacity in months than sanctions did in years.
That is why crack spreads are surging everywhere else.
Less Russian product on the market tightens refined fuel supply globally.
🇨🇭 Global One SI - Prompt
Ukraine's drone units claim 76 Russian vessels hit in the Azov and Black Seas in just 5 days. Claimed, per Ukrainian UAV units: 🚨28 more vessels engaged on the night of July 11 alone Total of 76 vessels hit between July 6 and July 11 Source: the units…
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11 more Russian vessels hit in the Sea of Azov overnight. 5 tankers, 5 dry cargo ships, 1 tug.
That brings the running total to 116 vessels struck.
That brings the running total to 116 vessels struck.
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🇨🇭 Global One SI - Prompt
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Annual processing capacity: roughly 10 million tons.
This is not a border region anymore. Ukrainian drones are now reaching deep into Russia's industrial interior, further than most people think this capability extends.
The refinery campaign has no effective safe zone left.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇨🇳China's June crude imports: 7.15 million barrels a day.
Every other June in the last 5 years:
12.19 in 2025,
11.35 in 2024,
12.72 in 2023,
8.75 in 2022,
9.81 in 2021.
June 2026 is the lowest print in this entire window, well below even the 2022 low.
Beijing is not buying at war prices. It is running down the 1.1 billion barrel stockpile instead.
Every other June in the last 5 years:
12.19 in 2025,
11.35 in 2024,
12.72 in 2023,
8.75 in 2022,
9.81 in 2021.
June 2026 is the lowest print in this entire window, well below even the 2022 low.
Beijing is not buying at war prices. It is running down the 1.1 billion barrel stockpile instead.
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