🎙️ From Grit to Greatness, The Story of Chad Tschudi🎙️
Our first episode features
@ChadTschudi
—ex-Chief Trading Officer at Ezpada & current adviser at Quantlane—talking about his leap from trader to board member!
🚀 What to expect:
Lessons learned on the trading floor 📊
🌍 "It’s the Climate, Stupid!" 🌍
As the world watches the 2024 US election, the climate stakes are high. With a 60% chance of Trump’s return and 80% probability of a Republican-controlled Senate, US climate policy could face major rollbacks. But the bigger story may lie at the
🚀 Excited to introduce Susan Stroud
@SusanNOBULL
, Founder & Analyst at No Bull! 🌾 With 15 years in US cash markets, Susan brings expert insights on corn, soybeans, and wheat to EklipX Research. Texas A&M grad, featured in Bloomberg, and top industry speaker! 📈
🔗 Learn more:
🌾💹 The Weekender: October 20 Edition by
@SusanNOBULL
📰
This week’s highlights:
🚜 Top Five: Going for the gold, racing the bean
ratio, watching the Mississippi's lower lows, mind-boggling bean spreads, and bean oil trading like energy.
📊 Funds Fun: Meal has been on a wild
🚨 New Wednesday HOT TAKE from
@SusanNOBULL
is live! 🚨 🔗READ ANALYSIS:
@GoddessofGrain
@GrainStats
@sizov_andre
10 fresh insights on grains, oilseeds, and key market trends—all in her signature No Bull style. Want straight-to-the-point updates?
💥 Africa’s next energy megaproject? Nigeria & Libya are in talks for a massive gas pipeline, dubbed the "Libyan Option." This pipeline could connect Nigeria’s rich gas reserves to Europe via Libya, potentially reshaping the energy landscape 🌍⚡️
With key players like Italy’s
🇺🇦🌾 Weekly Ukraine & Kazakhstan Market Update 🌾🇰🇿
Stay on top of the latest market trends and key developments in these vital regions with
@SovEcon
’s in-depth analysis. Subscribe now for updates to stay informed:
#Ukraine
#Kazakhstan
#MarketCommentary
🌍 As
#GastechHouston
nears, the future of
#LNG
is taking shape!
@HeYiyong
highlights the next frontier: residential demand in the
#GlobalSouth
. 🏡 Billions could switch from LPG/firewood to LNG, unlocking new growth + sustainability. 🔗 🔥🚢
🚀 Welcome
@Seb_Kennedy
as a contributor to EklipX Research! 🌍🔋 Founding Editor of
@EnergyFluxNews
, Seb specializes in global natural gas markets, focusing on volatility and price trends. 🖋️📈 Expert energy journalist since 2008. 🌱🌍
🔗 Learn more:
🌍💥 DEEP DIVE: Asia’s LNG Bottleneck
Will infrastructure constraints burst the LNG demand growth narrative? 🚢 Asia could face a major bottleneck as surging demand threatens to overwhelm import capacity in key markets before 2030. Localised pinch-points may limit the region’s
🌍🛢️ Asia’s LNG Bottleneck: Will surging LNG demand overwhelm import capacity in key markets before 2030?
@Seb_Kennedy
breaks down the potential impact on global gas balance:
Follow
@EklipXResearch
to stay ahead of market trends!
#LNG
#Energy
Energy Aspects Founder & Director of Research Amrita Sen
@ea_amrita
tells
@KellyCNBC
shippers may avoid the Red Sea if tensions escalate in the Middle East.
🛢️ Global Petroleum Stocks Are Low—What Does It Mean for OPEC+? 🔍
Global petroleum stocks are consistently lower than usual this year, and onshore crude stocks are at their lowest 📉. With OPEC+ nearing the December cut decision, all eyes are on these signals 🧐. What could
🍫🌍 CCC Pauses Contract Sales: After reaching 30% of 2024/2025 sales, the Café Cacao Council is exploring new strategies, including market expansion & local support. Full analysis by Ousmane Attai:
#Cocoa
#Agriculture
#EklipXResearch
🍫📉 Cocoa Campaign Purchases Drop 65%: The 2024/2025 cocoa campaign faces a sharp decline due to bean shortages & funding issues. Exporters await financing, but bean quality concerns persist. Full report by Ousmane Attai👉
#Cocoa
#Commodities
🚨 US Economy Update! 🚨
Check out the latest from Syed Muhammad Osama Rizvi: "Economic Report: What's the Latest with the US Economy?" 📊🔗
@AndreasSteno
@RnaudBertrand
Essential insights for business leaders, money managers, and analysts to make
🔥 Gas & LNG Weekly - 15/09/2024 ⛽
Get ready for next week’s gas trading with insights from Rubber Stamp on LNG supply, demand, and short-term price outlook. Plus, bonus CTA levels for TTF! 📊 Don't miss out! 🔗 🚀
@JavierBlas
@TankerTrackers
#LNG
🚨 New from EklipX Research! 🚨
Moheb Youssef analyzes the HRS Wheat Market – bearish signals are showing with seasonal declines, oversupply, and rising short positions. 📉🌾
Is it time to go short? 🤔 READ NOW:
#WheatMarket
#Commodities
#EklipX
⚡🌍 Madness at the Margins: Is the UK locked into a cycle of gas-induced electricity price spikes? Marginal pricing is here to stay, injecting new volatility into European gas hubs. Full analysis by
@Seb_Kennedy
HERE ! 🔍
#EnergyMarkets
🔔 EKLIPX RESEARCH: METALS DAILY UPDATE ⚒️💼
Stay informed with daily insights from top experts in the Precious & Base Metals markets! 🌍📈
🪙 Metal Intelligence Centre: Indepth analysis on copper, aluminium, zinc, lead, nickel & tin. 🔗
⚙️ Roger Shi:
☕📉 October Coffee Market Snapshot: Arabica & Robusta updates on futures, COT, trade flow, and demand. Full report by Bison Luxley for EklipX Research:
#CoffeeMarket
#Commodities
#EklipXResearch
🌍⚡ Germany's Wind Energy Nationalism is on the Rise:
As tensions between global powers intensify, Germany is ramping up efforts to reduce its dependence on Chinese technology in the wind energy sector. With ambitious Net-Zero targets to reach by 2030, Germany plans to install
☕️ The latest Weekly Premium Coffee Report is here from the Coffee Trading Academy! 📈 Brazil's weather risks could impact prices, while Vietnam's supply rises. Both markets have bullish potential! 🚀 Dive into the full report for key insights. GET KEY INSIGHTS NOW:
🚨 New from EklipX Research! 🚨
🔗 "Not Much to Cheer for the US LNG Industry on Altamira DOE's Export Approval" by
@Frank_Stones
⚡️🇺🇸
The US DoE approved a new LNG export terminal, but the industry isn’t celebrating. Find out why! 🔍📉
#LNG
#USLNG
⚡ Lebanon's Energy Crisis & Arab Allies' Support 🛢️
Lebanon is racing to avoid an energy catastrophe while facing Israel's military threat. Arab assistance is key, but it brings political challenges. 🌍
@Frank_Stones
's latest analysis
@EklipxResearch
dives into these
🌍 Weekly Ukraine & Kazakhstan Grain Market Commentary (16th Sept 2024) 📊
Get the latest trends, insights, and developments in these key regions 🇺🇦🇰🇿 from
@sovecon
@sizov_andre
. Stay informed and ahead of the curve! 📈
@GoddessofGrain
@GrainStats
🔗 Read more here:
🌍 Asia's
#LNG
demand is booming 🚀, but infrastructure challenges could rain on the parade 🌧️.
@Seb_Kennedy
's Part 2 of the Asia LNG Bottleneck series explores the urgent need for action in South-East Asia to prevent growth from stalling.
With political will, the region still
🚢 The Dark Fleet's Next Move ❄️
Russia's Arctic LNG 2 project is navigating tough sanctions 💼, relying on a shadowy "dark fleet" to move its gas. But the future of these shipments is far from certain! 📉
Read more on what lies ahead for Russia’s LNG exports:
We are pleased to present our latest report, a collaborative effort with the EklipX Research team!
Here is an update focused on three commodity markets to explore if there is potential for further growth.
Click here to find out more: 👇
A🇨🇳Chinese massive-scale military drill has de-facto encircled🇹🇼Taiwan. The showdown is a stark reminder of how weak Taipei’s energy security is and how a war could impact regional and global energy.
My analysis for
@EklipxResearch
Have a good read 🫴
🚨 New from EklipX Research! 🚨
Check out the Global LNG Market Weekly - 8/09/2024 by Rubber Stamp for key insights into LNG supply/demand, price outlooks, & bonus CTA levels for TTF. ⚡📊
🔗READ NOW:
Stay ahead in gas trading! 🛢️🔥
#LNG
#TTF
🌾📊 Weekly Ukraine & Kazakhstan Market Commentary
This week’s update from
@sovecon
provides a comprehensive look at the latest market trends and developments in the Ukraine & Kazakhstan regions. From grain flows to geopolitical impacts, this report covers it all! 🚜
Stay
🚀 Welcome Francesco Sassi (
@Frank_Stones
) as a contributor to EklipX Research! 🌍⚡ Expert in energy geopolitics and markets, Ph.D. in Geopolitics from University of Pisa. Consultant at RIE and analyst for Italian Parliament and Ministry of Foreign Affairs. 🎓💼🔍
🔗 Learn
🚨 EU gas market on the edge! As traders liquidate positions on Dutch TTF, a bearish flip could be on the horizon. 📉 Read Seb Kennedy’s latest on this unfolding energy shift. 🔗 READ NOW: ⚡
#EnergyMarkets
#DutchTTF
#Commodities
#EklipXResearch
📊 New insights on the
#CEEGrains
market by Norbert Sztolc, Head of Trading at EMBA:
No new trades from Poland or the Baltics 📉
Premiums are rising 📈
Slight currency changes 💱
Check out the latest SnD data in his analysis for
@EklipXResearch
! 🌾🔍
📊 All markets are aligning around the 💵 dollar! As we approach next week's pivotal Fed meeting, this latest report covers key price moves from Sept 13th, 2024. Don't miss the analysis from
@MIC_Centre
! 👀 🔗
@trend_bullish
@BittelJulien
@BurggrabenH
🌾🌍 Weekly Ukraine & Kazakhstan Market Commentary by Sovecon! Get the latest updates, trends, and insights from these key regions. Stay informed with the full report HERE: ! 📊
#Ukraine
#Kazakhstan
#Commodities
#EklipXResearch
🌍 After months of tension over a shared oil pipeline, Niger 🇳🇪 and Benin 🇧🇯 settle their dispute—with China 🇨🇳 emerging as the clear winner. Discover how Beijing played a key role in this geopolitical move. Read the full story by Francesco Sassi 🔗. 🛢️
🌍⚡ China’s Military Drills Expose Taiwan’s Energy Fragility: Recent actions emphasize Taiwan's energy vulnerabilities, with serious implications for regional stability. Full analysis by Francesco Sassi
@Frank_Stones
: . Follow EklipX Research to stay in
⚡ Start your day right! TOP 7 STORIES from
@MIC_Centre
offers the latest in base metal markets, macro trends, and crucial micro updates.
Check out what’s driving the copper surge and major developments in mining 🛠️. Don’t miss this!
#Copper
#MiningNews
#EconomyUpdate
⚡🇵🇰 Violence targeting Chinese investments in Pakistan is putting the China-Pakistan Economic Corridor (
#CPEC
) and the country's energy security at risk. Energy projects make up the majority of CPEC expenses, further straining an already fragile system.
READ MORE:
🚀
@PeterSainsbury7
joins EklipX Research as a contributor! 🌍📈 Founder of
@CarbonRisk_
and expert in carbon markets, climate policy, and financial markets. 🌱💡 Author of “Commodities: 50 Things You Really Need To Know.” 📚✨ Join us in welcoming Peter to EklipX Research! 🌟
🍫⏳ Countdown to Cocoa Price Announcement! Rumors say 1859 CFA francs/kg, but producers are pushing for 3000 💰. The official price will be announced at 3pm today! Stay tuned for updates!
#Cocoa
#CommodityMarkets
#CocoaProducers
#EklipXResearch
READ MORE:
🌍 The rare earths market is heating up! With China producing 90% of the world’s supply, its recent regulatory moves have sparked significant price shifts 📈. Explore the latest insights from Syed Muhammad Osama Rizvi, EklipX Research contributor:
Occidental announced it was buying CrownRock LP, one of the largest US shale companies, in a $12 billion deal, including debt. The company said it would borrow $10 billion from Bank of America Corp. and issue about $1.7 billion in fresh equity.
#oott
☕ Exciting news! Bison Luxley joins
@EklipXResearch
to bring expert insights into the
#CoffeeMarket
. 🌍 From supply & demand to Brazil crop tours, Bison Luxley’s reports offer a comprehensive view of this complex commodity.
Explore more 👉
#Commodities
🚨 Libya's oil industry is facing a critical moment. Political standoffs are disrupting exports, threatening the nation's unity. Dive into Francesco Sassi's latest analysis in "The Total Reset of Libya's Oil Industry" for EklipX Research . 🛢️
#Libya
#Oil
🚨 New from EklipX Research! 🚨
"Beware False Prophets: The EUA Forward Curve is not a Forecast of Future Carbon Prices" by
@PeterSainsbury7
. 🌍💼🔗
The EUA forward curve isn't predicting future prices, it’s today’s deal for future contracts. Learn more!
🚨 Severe drought, fires, cold fronts, and logistics issues—Brazil’s coffee industry faces significant challenges. Check out the latest Coffee Report by Demétrio Godinho da Silva
@EklipXResearch
for an in-depth analysis. ☕
#CoffeeMarket
#Brazil
#Agriculture
READ NOW:
🌍
#Libya
's diverse crude oil portfolio, from light sweet to medium sour, plays a vital role in global markets. But political instability continues to disrupt production, with force majeures on key fields. 🚨 Read more in our latest by Originco!
@Petro_Logistics
@Bob_McNally
🌾📈 MATIF Milling Wheat Update: In-depth analysis of European wheat futures by Trent Klarenbach, featuring technical indicators for October 15th. Full report via EklipX Research:
#WheatMarket
#MATIF
#EklipXResearch
📉 Fed Delivers a Jumbo Cut, But There's More! 🏦⚠️
While many see the rate cut as good news, unemployment is still flashing warning signs. 📊 Explore the data and insights!
🔗 Gain valuable insights! 🖊️Syed Muhammad Osama Rizvi
@NorthmanTrader
@staunovo
🚢 Low water levels are still impacting inland waterways, leading to tighter draft & tow size restrictions. This ties up barges, slowing down
#corn
and
#soybean
transport to Gulf exporters and affecting the US's edge in global markets.
@susanNOBULL
#Agriculture
#Commodities
Low water conditions continue to plague the inland waterways system. Draft & tow size restrictions tie up more barges for longer, slowing the flow of
#corn
&
#soybeans
to Gulf exporters & ultimately reducing US competitiveness in world markets
Link in bio
💥 Metals Surge After Nvidia's Big Statement! 💥
In just 24 hours, markets saw dramatic shifts – not from politics or inflation data, but from Nvidia! 📊 The metals market reacts, and the LME is caught in a "pause-play-repeat" cycle. 🎶
READ ALL ABOUT IT:
📉
#BrentCrude
prices fall below $79/bbl for the 1st time in 3 years! With demand slowing, especially in 🇨🇳, and a surplus building, could we see a repeat of 2014 & 2020 price crashes? Read latest analysis by
@MIC_Centre
on what this means for the
#MetalsMarket
!
@JavierBlas
🚨 Top 7 stories in the base metal markets:
1️⃣ Canada to impose 100% tariffs on Chinese EVs 🚗💥 2️⃣ BHP cautious on short-term copper outlook 📉
🔗READ NOW:
Get the essential updates from
@EklipXResearch
and the Metal Intelligence Center! 🌍🔧
🚨 Libya’s Oil Production Surges to 1.3M bpd!
Following a major shutdown, Libya has hit 1.3M barrels per day (bpd) in oil output and the NOC aims for an ambitious 2M bpd within the next 5 years. 🛢️⚡ ENI is spearheading vital energy projects as Europe continues to diversify its
China’s gas market = a “black box”? 📦 Not with Rubber Stamp’s weekly update! Cutting through the noise, Rubber Stamp decodes China’s energy landscape with a clear, data-driven forecast. Dive into what’s next for one of the world’s key gas players!🔗🔍🇨🇳
🌍
#COP29
is calling for a Truce Appeal 🕊️—a pause in conflicts during the summit to cut emissions from military operations. But what's the real environmental cost of war? 💭
From fuel use to ecosystem damage, military activities are a major driver of emissions. Can peace
Goldman Trader Who Was Paid $100 Million Since 2020 to Step Down
- Commodities chief Ed Emerson outearned CEO during trading boom
- Emerson oversaw a resurgence of unit after pre-pandemic slump
Source: Bloomberg
📘 Tripartite Agreements: A Missed Opportunity? 🤝
Learn why TPAs are underutilized by commodity firms & banks despite their benefits. This article breaks down how they work & why they should be more widely adopted! 🏦
🔗
#CommodityTrading
#Finance
📊⚡️ Check out the latest Gas & LNG Weekly - 29.09.2024 by Rubber Stamp! Get the data HERE Stay ahead with a review of gas supply, demand, and price outlook, plus bonus CTA levels for TTF! 🚢💨📉
#GasTrading
#LNG
#EnergyMarkets
#TTF
#EklipXResearch
🛢️ Libya’s oil production has come to a halt amid escalating political tensions. A state of force majeure has been declared as the power struggle over the Central Bank intensifies. Read more in the latest article by Originco.
🔗Read now:
@EklipXResearch
.
📉 Panic Grips the Financial Markets; is it 2008? 📊
👉 Don't miss out on this in-depth analysis by the Metal Intelligence Centre. Click the link to read the full article and stay informed! 🌐📖
🔻📉 Yangshan Copper Premium Dips: The Yangshan premium, key for China’s copper demand-supply balance, has stayed subdued in 2024, dipping into negative territory earlier this year. Full report from the Metal Intelligence Centre
@MIC_Centre
:
#Copper
Indian authorities have stepped up efforts to control domestic supplies and prices of agricultural commodities such as sugar, onions and wheat ahead of next year’s general election.
#commodity
#trading
🌍📊 Top 7 Market Stories! 📊🌍
JUST RELEASED: "Global Rate Cuts May Boost US Dollar; Falling Oil Prices Could Support Global Economic Soft Landing; Oil Prices Dip on OPEC Demand Downgrade."
🔗Full report: 🛢️💡by 🖊️
@MIC_Centre
Catch up on the latest
🚨 On Thursday, President Biden hinted that the US and Israel are discussing possible strikes on Iranian oil facilities. Asked if Washington would back Israel, he replied, “we’re in discussion of that,” sparking speculation on US-Israel strategy.
Is this a communication slip or
🚀 Welcome Jorge Dyszel as a contributor to EklipX Research! 🌍📈 With 40 years of expertise in base metals, futures, LME and forex, Jorge will be sharing his expertise on the EklipX Research platform! 🌐💼 Former LME consultant and Glencore Argentina founder. Unique and engaging
@YanQinyq
The surprise from this week's COT is that commercial participants added a heavy 40 Mt of short positions last week. This is what is triggering a sell-off today
🌍📊 Is the Global Monetary Policy Reset Here? Key moves by the US, India, and ECB may signal a reset. Explore the data and insights in Syed Muhammad Osama Rizvi’s latest article!🔗
#MonetaryPolicy
#GlobalEconomy
#EklipXResearch
🔍Metals Market Insight: Supply Surges & Sudden Swings
💥 Metals on a Wild Ride! 💥 After a supply-disruption-driven price jump, metals took a sharp “U-Turn” ⏩.
@MIC_Centre
Metal Intelligence Centre's latest report breaks down the day’s rapid shifts & what they mean for the
🚨 Fuel prices in 🇳🇬 are rising, but relief might be on the way! Dangote Refinery is set to ease the pressure starting Sunday ⛽️. NNPC is working to improve supply amidst the scarcity.
Read more in the latest from EklipX Research by Originco:
#FuelCrisis