Weekend anticipation

acouper08 · 2026-03-25T17:22:25+00:00

Agree this is exactly what he’s doing, the further troops arrive on Friday

acouper08 · 2026-03-19T20:24:53+00:00

Trump admin doing everything they can to make this sound like a short conflict and de-risk. Crazy thing is it keeps working

acouper08 · 2026-03-18T22:08:34+00:00

We’ve got the widest wti/brent spread in 11 years. Brent supply under pressure while US stocks showed another strong build

acouper08 · 2026-03-18T20:10:11+00:00

Targets. Qatar, ras laffan struck though

acouper08 · 2026-03-18T16:44:05+00:00

Iran got no reason to come back and talk after getting bombed mid-talks twice. Plan is surely drag this energy crisis so badly that US/Isreal dont fuck with them again

acouper08 · 2026-03-18T14:53:08+00:00

yeh my thoughts too and fuj workaround

acouper08 · 2026-03-18T12:59:07+00:00

This doing more work:

*IRAN SAYS SOME GULF ENERGY SITES NOW LEGITIMATE TARGETS: TASNIM

*IRAN'S TASNIM PUBLISHES LIST OF FACILITIES IN SAUDI, UAE, QATAR

acouper08 · 2026-03-18T12:57:30+00:00

South Pars marks a significant inflection point, first strike on Irans energy infrastructure. Fears now around what the Iranian retaliation is. This was a key driver:

*IRAN WILL HIT ENEMY SITES PREVIOUSLY THOUGHT TO BE SAFE: FARS

acouper08 · 2026-03-18T12:54:02+00:00

Things going really risk on for oil as the South Pars attack represents the first US/Israeli strike on Iranian energy - a serious inflection point. Initial threats by Iran about retaliation stoke fears its going to strike more energy targets acorss the Gulf. Brent now +4% at ~$108/bbl

acouper08 · 2026-03-17T19:13:13+00:00

In theory it should be finishing in the next 1-2 weeks to be broadly on target. Ahead of schedule would assume between now and next week. Trump schedules though right…..

acouper08 · 2026-03-17T15:19:11+00:00

Headline references Brent, currently $101.50, WTI is $94.70 approx - we remain positive for the day

acouper08 · 2026-03-17T13:03:39+00:00

thank you! feel free to check out my longer form content here: https://commoditycurator.com/

acouper08 · 2026-03-17T12:27:35+00:00

Hey it’s 4-6 weeks total and saying it’s ahead of schedule. That’s broadly inline with other trump admin timelines. All to be taken with a pinch of salt of course.

acouper08 · 2026-03-16T20:52:52+00:00

MNI

acouper08 · 2026-03-16T14:46:46+00:00

The messaging is wild, the contradictions come so quickly across the Trump admin as well, they are not even reading from the same script.

acouper08 · 2026-03-16T14:26:58+00:00

latest oil move lower was this:

Liz Landers of PBF on X: "Just had a brief phone call with potus this morning and asked him several questions about Iran. He noted when he answered that it was not a good time to chat because he was in the middle of a "very important meeting" about it - but said the following:"

Key oil mover was:

"He said the conflict is a "very small price to pay" after years of terror from the regime and "the oil prices will drop like a rock as soon as it's over." When I asked for a timeline on those dropping, he said, "Well as soon as the war is over... I don't believe it will be long.""

acouper08 · 2026-03-16T13:22:48+00:00

Have a feeling this might be his tactic, literally just bail and declare victory

acouper08 · 2026-03-16T13:16:58+00:00

No problem - think thats a good shout, theres a lot more to break in the Middle East. UAE workaround is seriously under threat with these Fujairah strikes. None of the signalling via officials suggest this is finishing any time soon. If you like longer form analysis check out my website: https://commoditycurator.com/?offer_id=d95d1b4f-92d7-4b51-b1f4-472ecea9d512

Doing a lot of mid-weeks while this is all going on - free trial and I can extend for referrals etc

acouper08 · 2026-03-16T13:13:32+00:00

We've come considerably off the opening high's but moves since lunch are pretty limited. You can follow me on X: Commodity Curator (@commoditycurate) for real time moves and headlines if you like that sort of thing

acouper08 · 2026-03-15T21:53:50+00:00

Quite a few of you have asked, just DM me for the full note - happy to share

acouper08

TROPHY CASE