RT Good Morning Liberty (@GoodAMLiberty)The president is following the time-honored tradition of blaming “price gouging monopolies” for basic supply and demand outcomes in a situation he created. ...

US Gulf Coast crude exports are poised to reach a record 5 million barrels per day in May as Asian buyers snap up cargoes from the Atlantic basin to offset the loss of Middle Eastern supply. https://t.co/dzQCQys8S8 ...

blackrock's staked ETH ETF added 195,000 ETH in its first month. 78.5% immediately staked and locked. that's ~6,000 ETH/day being pulled off the market into a product with a 2-week unstaking delay. exchange balances sitting at 15m ETH, a 10-year low. schwab opens direct spot ETH trading to 37m brokerage accounts in mid-april. the buy pressure hasn't even started and liquid supply is already at decade lows. ETH at $2,048 with 31% of total supply staked is a supply setup that reads like 2020 BTC before the tr ...

strategy bought 22,337 BTC in a single week through STRC perpetual preferred shares. no debt. no margin calls. no liquidation risk. just a perpetual buying machine absorbing 1.2x daily mined supply from one entity alone. march net buying was 29,590 BTC against 13,950 BTC mined. exchange reserves at 2.44m BTC, lowest since 2018. 74% of circulating supply is now effectively illiquid. funding rates negative for 3 straight weeks meaning shorts are paying longs to hold. the buy-to-mine ratio hit 2.12x during a 4 ...

Group 1: Energy Prices and Supply Disruptions - Energy prices are supported due to extensive damage at Qatar's Ras Laffan LNG export plant, with 17% of its export capacity affected, requiring 3 to 5 years for repairs [1] - The International Energy Agency reported over 40 energy sites across nine Middle Eastern countries have been severely damaged, potentially prolonging global supply chain disruptions [1] Group 2: Crude Oil Market Dynamics - Crude prices are influenced by concerns of the Iran war expanding in the Middle East, with Saudi Arabia allowing US military access to King Fahd Air Base and the UAE closing an Iranian-owned hospital [2] - Crude prices initially sank after the US proposed a 15-point peace plan to Iran, which includes conditions on Iran's nuclear program and missile limits [4] - May WTI crude oil prices fell by $3.26 (-3.53%) and May RBOB gasoline prices dropped by $0.1412 (-4.56%) amid hopes for US-Iran diplomacy [5] Group 3: Production and Inventory Trends - The Strait of Hormuz remains effectively closed, leading Persian Gulf oil producers to cut production by approximately 6% due to capacity constraints [6] - OPEC+ announced plans to increase crude output by 206,000 bpd in April, although this may be unlikely due to the ongoing Middle East conflict [7] - EIA reported a surprising increase in US crude inventories by 6.93 million barrels to a 1.75-year high, contrary to expectations of a decrease [12] Group 4: Floating Storage and Supply Issues - Approximately 290 million barrels of Russian and Iranian crude are in floating storage, a 40% increase from the previous year, due to sanctions and blockades [8] - US crude oil production as of March 20 was reported at 13.657 million bpd, slightly below the record high of 13.862 million bpd [13] Group 5: Rig Count and Production Capacity - The number of active US oil rigs increased by 2 to 414 rigs, remaining above the 4.25-year low of 406 rigs [14]

Economists appear reluctant to study sex work. But it is, after all, a market shaped by supply, demand and price signals https://t.co/1padXYIghx ...

Nobody really cares about how much supply there is as long as price keeps going up https://t.co/4TgwDjv4Sz ...

Economists appear reluctant to study sex work. But it is, after all, a market shaped by supply, demand and price signals: https://t.co/NPAB3VTbRBIllustration: Álvaro Bernis https://t.co/iPRJZr12qN ...

Even as buyers in some parts of the world are desperate to secure gas, there’s so much extra production in Texas that producers are burning it off as quickly as they’re allowed. https://t.co/BO6El3CfjD ...

I think expectations are definitely shifting or have shifted to the belief that this is likely going to go on for a while and that the supply effect is now such that prices are going to stay high for the rest of this year, high relative to what we thought that they would be right when we enter 2026, there was this broad expectation that this was going to be a pretty soft market, that there was going to be an imbalance of supply over demand. Demand growth was going to be pretty soft, pretty sluggish, and tha ...