Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Goldman Sachs Clients Hit Peak Oil Pessimism
As of early 2026, 60% of clients are outright bearish on oil the highest level since at least 2016🤯
Slightly bearish views dominate the rest, pushing total negative sentiment near all-time highs.
The only time it was worse: April 2025
For contrast: 2021–2022 saw heavy bullishness when oil surged above $100.
Why now?
Oversupply is overwhelming the market record inventory builds, Venezuelan supply potentially returning, weak demand growth, and recession fears all crushing sentiment.
Investors are more convinced oil stays low ($50s) than at any point in the past 10 years
.When positioning gets this extreme, contrarians start looking for reversals... but fundamentals still scream oversupply.
Classic setup: everyone's bearish, and prices are already in the mid-$50s.
Source: Goldman Sachs Marquee MarketView (Jan 2026 data)
#oott #Brent #WTI #Commodities #GoldmanSachs
As of early 2026, 60% of clients are outright bearish on oil the highest level since at least 2016🤯
Slightly bearish views dominate the rest, pushing total negative sentiment near all-time highs.
The only time it was worse: April 2025
For contrast: 2021–2022 saw heavy bullishness when oil surged above $100.
Why now?
Oversupply is overwhelming the market record inventory builds, Venezuelan supply potentially returning, weak demand growth, and recession fears all crushing sentiment.
Investors are more convinced oil stays low ($50s) than at any point in the past 10 years
.When positioning gets this extreme, contrarians start looking for reversals... but fundamentals still scream oversupply.
Classic setup: everyone's bearish, and prices are already in the mid-$50s.
Source: Goldman Sachs Marquee MarketView (Jan 2026 data)
#oott #Brent #WTI #Commodities #GoldmanSachs
🇨🇭 Global One SI - Prompt
🥶 The US Supreme Court could OVERTURN all of Trump's tariffs... ...and trigger a major market turmoil! If the reversal is upheld, we're talking about: 💰 $150-200 billion in potential refunds 💰 -$100 billion in revenue But above all, an immediate rebound…
US Treasury Secretary: Even if Donald Trump loses the case, the budget will lose almost nothing.
➤ The lost tariff revenues can be restored through other laws.
➤ The main risk is not money, but the loss of flexibility and negotiating pressure.
➤ The tariffs under the IEEPA were a powerful lever of pressure against China, Mexico, and Canada.
➤ It was the threats of 100% tariffs that forced partners to quickly engage in dialogue.
❗️UPD: The US Supreme Court will NOT issue a decision on the legality of Donald Trump's tariffs today.
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🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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China Dominates Critical Minerals
and a war is happening....
China leads in 14 of the 20 listed minerals, often with huge majorities (80–98%).
This dominance spans EV batteries, semiconductors, renewables, aerospace, and defense a massive geopolitical leverage point.
Diversification efforts are ramping up, but as of now, Beijing holds the keys to the critical mineral supply chain.
#CriticalMinerals #China #SupplyChain #Geopolitics
and a war is happening....
China leads in 14 of the 20 listed minerals, often with huge majorities (80–98%).
This dominance spans EV batteries, semiconductors, renewables, aerospace, and defense a massive geopolitical leverage point.
Diversification efforts are ramping up, but as of now, Beijing holds the keys to the critical mineral supply chain.
#CriticalMinerals #China #SupplyChain #Geopolitics
World's Largest Rare Earth Reserves
Rare earths are crucial for EVs, wind turbines, smartphones, batteries, and defense tech
They are heavily concentrated:
#China – 44 million tonnes (dominant by far)
#Brazil – 21 million tonnes
#India – 6.9 million tonnes
Australia – 5.7 million tonnes
#Russia – 3.8 million tonnes
Vietnam – 3.5 million tonnes
United States – 1.9 million tonnes
#Greenland – 1.5 million tonnes (autonomous Danish territory)
Tanzania – 890k tonnes
South Africa – 860k tonnes
⚠️ China holds nearly half the world’s known reserves and even more dominance in actual mining and refining (~85–90% of processed rare earths).
This concentration is a major strategic vulnerability for the West, driving efforts to develop alternatives
Greenland’s reserves are increasingly in focus especially with US interest in Arctic resources.
#RareEarths #CriticalMinerals #Geopolitics #Greenland
Rare earths are crucial for EVs, wind turbines, smartphones, batteries, and defense tech
They are heavily concentrated:
#China – 44 million tonnes (dominant by far)
#Brazil – 21 million tonnes
#India – 6.9 million tonnes
Australia – 5.7 million tonnes
#Russia – 3.8 million tonnes
Vietnam – 3.5 million tonnes
United States – 1.9 million tonnes
#Greenland – 1.5 million tonnes (autonomous Danish territory)
Tanzania – 890k tonnes
South Africa – 860k tonnes
⚠️ China holds nearly half the world’s known reserves and even more dominance in actual mining and refining (~85–90% of processed rare earths).
This concentration is a major strategic vulnerability for the West, driving efforts to develop alternatives
Greenland’s reserves are increasingly in focus especially with US interest in Arctic resources.
#RareEarths #CriticalMinerals #Geopolitics #Greenland
Over 70% of U.S. rare earth imports come from #China
#Defense systems need tungsten, gallium, germanium. Semiconductor manufacturing the foundation of modern military capability depends on rare earth polishing compounds and fabrication tools with rare earth components.
Rare earth elements used per unit:
F-35 Fighter Jet: 418 kg
(Guided missiles, lasers for targeting, drive motors)
Arleigh Burke DDG-51 Destroyer: 2,600 kg
(Advanced radar, missile guidance, propulsion, drive motors)
Virginia-class Submarine: 4,600 kg
(Tomahawk missiles, radar systems, drive motors)
#Defense systems need tungsten, gallium, germanium. Semiconductor manufacturing the foundation of modern military capability depends on rare earth polishing compounds and fabrication tools with rare earth components.
Rare earth elements used per unit:
F-35 Fighter Jet: 418 kg
(Guided missiles, lasers for targeting, drive motors)
Arleigh Burke DDG-51 Destroyer: 2,600 kg
(Advanced radar, missile guidance, propulsion, drive motors)
Virginia-class Submarine: 4,600 kg
(Tomahawk missiles, radar systems, drive motors)
🇨🇭 Global One SI - Prompt
The US Supreme Court decides to NOT release a highly anticipated ruling on the legality of President Trump's tariffs today.
The odds of President Trump's tariffs being ruled as LEGAL surge to 31%.
The odds of President Trump's tariffs being ruled as LEGAL surge to 31%.
🇨🇳 China Owns 85% of the World’s Critical Minerals
By 2030, China dominates refining across the materials that actually matter for electrification, EVs, grids and AI:
⚠️ Rare Earths: 86% refined in China
⚠️ Graphite (synthetic): 85%
⚠️ Graphite (natural): 71%
⚠️ Cobalt: 71%
⚠️ Lithium: 61%
⚠️ #Copper: 45% and rising
This is about processing power.
Whoever refines controls:
• supply chains
• pricing leverage
• industrial policy
• geopolitical pressure points
But zoom out one step 👇
While China locks down materials,
the US has locked down #energy:
🛢️ World’s largest oil producer
🔥 #LNG superpower supplying Europe
⚡ #Gas, oil and power underpinning AI, data centers and re-industrialisation
🚢 Control of key maritime energy flows and sanctions enforcement
#China feeds the machines.
America powers them.
That tension is now shaping:
• trade policy
• sanctions
• industrial subsidies
• commodity price cycles
By 2030, China dominates refining across the materials that actually matter for electrification, EVs, grids and AI:
⚠️ Rare Earths: 86% refined in China
⚠️ Graphite (synthetic): 85%
⚠️ Graphite (natural): 71%
⚠️ Cobalt: 71%
⚠️ Lithium: 61%
⚠️ #Copper: 45% and rising
This is about processing power.
Whoever refines controls:
• supply chains
• pricing leverage
• industrial policy
• geopolitical pressure points
But zoom out one step 👇
While China locks down materials,
the US has locked down #energy:
🛢️ World’s largest oil producer
🔥 #LNG superpower supplying Europe
⚡ #Gas, oil and power underpinning AI, data centers and re-industrialisation
🚢 Control of key maritime energy flows and sanctions enforcement
#China feeds the machines.
America powers them.
That tension is now shaping:
• trade policy
• sanctions
• industrial subsidies
• commodity price cycles
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨Big Oil meeting
Trump, Rubio, Chris Wright, Doug Burgum to meet with executives from 17 companies today:
Chevron
Exxon
Conoco Phillips
Continental
Halliburton
HKN
Valero
Marathon
Shell
Trafigura
Vitol Americas
Repsol
Eni
Aspect Holdings
Tallgrass
Raisa Energy
Hilcorp
Topic: Venezuela
#oott
Trump, Rubio, Chris Wright, Doug Burgum to meet with executives from 17 companies today:
Chevron
Exxon
Conoco Phillips
Continental
Halliburton
HKN
Valero
Marathon
Shell
Trafigura
Vitol Americas
Repsol
Eni
Aspect Holdings
Tallgrass
Raisa Energy
Hilcorp
Topic: Venezuela
#oott
🇨🇭 Global One SI - Prompt
The US Supreme Court decides to NOT release a highly anticipated ruling on the legality of President Trump's tariffs today. The odds of President Trump's tariffs being ruled as LEGAL surge to 31%.
💥BREAKING:
🇺🇸 US Supreme Court is expected to release its ruling on the legality of Trump's tariffs on January 14th.
🇺🇸 US Supreme Court is expected to release its ruling on the legality of Trump's tariffs on January 14th.
🇨🇭 Global One SI - Prompt
Did Nancy Pelosi just discover #Polymarket? “A newly created Polymarket account invested over $30,000 yesterday in Maduro's exit. The US then took Maduro into custody overnight, and the trader profited $400,000 in less than 24 hours. Insider trading is…
🇺🇸🇻🇪💵 FLASH | The prediction betting platform #Polymarket REFUSES to pay out bets on a US "invasion" of Venezuela, despite the military operation that led to the arrest of Nicolás Maduro.
According to the site, it was not an INVASION, but a "targeted extraction," without territorial capture or control. Bettors denounce this as an opportunistic, retroactive redefinition of the rules.
Three traders who bet on Maduro's "impeachment" still pocketed approximately $620,000.
👉 A Democratic lawmaker recently proposed a bill to prohibit government officials from betting on prediction markets, which are deemed too vulnerable to information leaks.
According to the site, it was not an INVASION, but a "targeted extraction," without territorial capture or control. Bettors denounce this as an opportunistic, retroactive redefinition of the rules.
Three traders who bet on Maduro's "impeachment" still pocketed approximately $620,000.
👉 A Democratic lawmaker recently proposed a bill to prohibit government officials from betting on prediction markets, which are deemed too vulnerable to information leaks.
🇨🇭 Global One SI - Prompt
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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Gold vs. Silver:
65Year Performance Showdown 📈
From $35.50/oz in 1960 to $4,534/oz by late Dec 2025:
Gold delivered a staggering +12,731% gain.
Silver?
From $0.91/oz to $79/oz:
+8,251% strong, but gold wins the long-term race as the ultimate store of value.
Gold has been the more consistent hedge through inflation, crises, and uncertainty fewer wild swings, more reliable upside.
Silver's industrial demand gives it explosive potential... but also more volatility.
Which one are you stacking for the next decade?
#Gold #Silver #PreciousMetals #Investing
65Year Performance Showdown 📈
From $35.50/oz in 1960 to $4,534/oz by late Dec 2025:
Gold delivered a staggering +12,731% gain.
Silver?
From $0.91/oz to $79/oz:
+8,251% strong, but gold wins the long-term race as the ultimate store of value.
Gold has been the more consistent hedge through inflation, crises, and uncertainty fewer wild swings, more reliable upside.
Silver's industrial demand gives it explosive potential... but also more volatility.
Which one are you stacking for the next decade?
#Gold #Silver #PreciousMetals #Investing
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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BREAKING TRUMP:The US will immediately begin refining and selling up to 50 million barrels of Venezuelan crude oil which will continue indefinitely.
#oott #Venezuela
#oott #Venezuela
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
⚠️U.S. Energy Secretary Chris Wright just dropped a big one on Venezuelan oil:
After Trump's Jan 9 White House sit-down with oil execs, Chevron sees a 50% production growth path in Venezuela over the next 18–24 months
Wright: “Chevron said with the actions that were taken and some additional things we can do for them… which is just permissions, approvals… they see a pathway to grow their production by 50%.”
Translation: U.S. government fast-tracking licenses, sanctions relief, and approvals to unlock Chevron's existing assets (PetroPiar, Petroboscán, Petrocumarebo joint ventures).
This comes right after the U.S. seized control of PDVSA export flows and the 50M barrel handover deal.
If it happens, Venezuela's output could jump from current 900k b/d to 1.35M b/d just from Chevron huge for heavy crude supply to U.S. Gulf refineries.
Big move: Trump admin turning Venezuela into an American-friendly oil play again.
#oott #Venezuela #Chevron #Energy #Trump
After Trump's Jan 9 White House sit-down with oil execs, Chevron sees a 50% production growth path in Venezuela over the next 18–24 months
Wright: “Chevron said with the actions that were taken and some additional things we can do for them… which is just permissions, approvals… they see a pathway to grow their production by 50%.”
Translation: U.S. government fast-tracking licenses, sanctions relief, and approvals to unlock Chevron's existing assets (PetroPiar, Petroboscán, Petrocumarebo joint ventures).
This comes right after the U.S. seized control of PDVSA export flows and the 50M barrel handover deal.
If it happens, Venezuela's output could jump from current 900k b/d to 1.35M b/d just from Chevron huge for heavy crude supply to U.S. Gulf refineries.
Big move: Trump admin turning Venezuela into an American-friendly oil play again.
#oott #Venezuela #Chevron #Energy #Trump
Media is too big
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Phase 3 has begun. A global conflict over resources so they can replace humans with robots and AI.
🇨🇭 Global One SI - Prompt
Phase 3 has begun. A global conflict over resources so they can replace humans with robots and AI.
Once you understand... you can never go back.
✍1
Media is too big
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When Project 2025 talks about the use of USSOCOM they mean special operation forces & the 4th psychological operations (#PSYOPs).
This is how you topple nations from within.
Verbum Vincet 👻
This is how you topple nations from within.
Verbum Vincet 👻