3/ Most importantly Bowman has a VERY strong criticism of consistent flip flops in the Fed's reaction function: "In my view, it is also important that the Committee's approach to monetary policy decision making is consistent over time—especially when we are facing shifting

A Middle East oil benchmark that’s typically used to price the bulk of crude supply from across the region has been tweaked again, as the closure of the Strait of Hormuz stymies flows and roils trading. The process for pricing the regional Dubai benchmark, set by S&P Global

Platts suspends quality adjustment for Murban in Dubai crude benchmark The benchmark change comes as Middle East crude prices have soared to record highs #oott

🚢Following up on the crude oil benchmarks chart — here's the same exercise for natural gas and LNG, because the divergence here is even more dramatic. ⚪Henry Hub / NGA (white, right axis) — The U.S. natural gas benchmark, priced at a pipeline hub in Louisiana. Currently at

👀

Today is Day 21 of the Iran War, and we in Asia are in the eye of the storm. How much pain? Well, it depends on how exposed you are. Gas supply will be most crucial first with Qatari gas imports making up 100% of Pakistan's, 53% of India's, 27% of Taiwan's, 28% of Singapore, 25%

😳

Congratulations to @federalreserve, @USOCC, and @FDICgov, on today’s Basel Capital Proposal. Today’s outdated capital requirements are needlessly complex and misaligned with their actual objective. Rather than solving for safety and soundness, they are pushing lending out of the

RIP Gandalf the Grey?

Was watching this live and luckily i was not eating/drinking as would've certainly spit it out hahaha

PSA

Saudi Arabia confirms drone hit the Aramco/Exxon Samref refinery in Yanbu. That's 1,500km away from Iran and right next to Saudi Arabia's vitally important Yanbu oil export terminal through which it is able to bypass the Strait of Hormuz #OOTT

European gas prices surge 30% after Qatar said the world’s largest LNG export plant was damaged in an Iranian attack (Still TTF futures are far from the record highs of 2022)

Attack UKMTO #24 18 March 2026 UKMTO Warning 24-26 - UKMTO has received a report of an incident 11NM east of Khawr Fakkan, UAE. It has been reported to UKMTO that a vessel has been hit by an unknown projectile which has resulted in a fire onboard. Vessels are advised to transit

#Breaking: Key Points from the Joint Statement Issued After the Riyadh Consultative Meeting of Arab and Islamic Foreign Ministers on the Iranian Attacks: • Strong condemnation of the Iranian missile and drone attacks targeting countries in the region. • The attacks targeted

Because it's often getting lost in the discussion here, this is a partial list of Iran's attacks on energy *before* the Israeli strike on South Pars: - Ras Laffan LNG complex in Qatar - Ras Tanura oil refinery in Saudi - hundreds of drone attacks on Saudi oil fields - Ruwais

https://t.co/61NpNigUk9

👀😳

Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. We just crossed that threshold again. This isn't a prediction. It's history rhyming.

“You look at the paper markets, they’ve entirely disconnected from the physical markets,” the investment firm’s chief strategy officer told Bloomberg Television on Wednesday. “You can’t print molecules.”...Once inventories are exhausted you have to bring demand down in line with

Brazil soon to be hit by lack of diesel, Grok notes current inventories cover 15d of consumption if imports are fully paralyzed. https://t.co/7lIYMwmeLv "A inteligência competitiva da Petrobras monitorou seis navios de terceiros direcionados ao Brasil. Alguns chegaram até perto