We are about to price the oil and gas markets for absence rather than scarcity

In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]

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What Are Oil Traders Saying About the July Jump in Oil Prices? The 60-Day Ceasefire Gamble, Strait of Hormuz Risks, and a Looming Physical Crunch

Oil markets are gripped by a classic battle between headline optimism and physical reality in late May 2026. Brent crude has traded in a volatile $90–$110+ range (recently around $98/bbl as of May 25), well above pre-crisis levels near $60–70, after spiking as high as $126 earlier in the conflict. The driver remains the 2026 […]

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