Back

Latest Forum Topics / Rex Intl    Last:0.072    -0.002

Post Reply

The next chapter Post Reply Rate topic
sfw2124 Senior	18-Mar-2026 21:55        sfw2124 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jeff Currie, chief strategy officer at Carlyle Energy Pathways, argues that oil at $100 per barrel is undervalued amid escalating supply disruptions from the Iran conflict. ​ Key Argument Currie highlights a major disconnect between paper markets (like futures for WTI/Brent around $100) and physical markets, where real-world prices signal much tighter supply. For instance, jet fuel spiked to $230/barrel in Singapore and $220 in Rotterdam, while Asian crude blends (Dubai/Oman) trade at $130&ndash 170, far exceeding paper benchmarks by $30+/barrel. ​ Supply Shock Context He terms the disruptions " molecular contagion," spreading from Asia to Europe, comparable in scale to the COVID demand shock that wrecked global supply chains. Reports of strikes on Iranian energy assets exacerbate this, with Russian Urals crude rallying to $65&ndash 70 after sanctions eased, but not enough to offset the gaps. ​ Market Implications Physical indicators show oil is " mispriced" at current levels against these realities, implying upward pressure as rebalancing causes pain. No policy responses, like IEA reserve releases, can fully halt the ascent given the supply tightness. ​ Follow-ups Track Brent and WTI oil prices live amid Iran war risks with a dashboard and alert me if Brent hits $100 or supply news breaks Computer Why is there a disconnect between paper and physical oil markets What is molecular contagion in oil markets Impact of Iran war on global oil supply chains Will IEA reserve release lower oil prices piscesmonkey      ( Date: 18-Mar-2026 21:25) Posted: Up liao oil field tio attack Chansenghoe1971      ( Date: 18-Mar-2026 17:17) Posted: Retract Move on 143 I also don want
Useful To Me  Not Useful To Me
piscesmonkey Supreme	18-Mar-2026 21:25        piscesmonkey About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up liao oil field tio attack Chansenghoe1971      ( Date: 18-Mar-2026 17:17) Posted: Retract Move on 143 I also don want easywin      ( Date: 18-Mar-2026 16:37) Posted: Maybe can get tomorro
Useful To Me  Not Useful To Me
sfw2124 Senior	18-Mar-2026 21:23        sfw2124 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At this material time of making this comment the Brent crude is USD 107. Next morning when we wake up and if the Brent crude rallies to USD 110 or higher - there is a good chance the bears will run for cover.  wehuattogether88      ( Date: 18-Mar-2026 21:00) Posted: Oil up again
Useful To Me  Not Useful To Me
wehuattogether88 Supreme	18-Mar-2026 21:00        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil up again
Useful To Me  Not Useful To Me
makdatok Supreme	18-Mar-2026 19:08        makdatok About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brend cld reach 120
Useful To Me  Not Useful To Me
Chansenghoe1971 Elite	18-Mar-2026 17:17        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Retract Move on 143 I also don want easywin      ( Date: 18-Mar-2026 16:37) Posted: Maybe can get tomorrow Chansenghoe1971      ( Date: 18-Mar-2026 16:21) Posted: I wait at 143 the placement price
Useful To Me  Not Useful To Me
Chansenghoe1971 Elite	18-Mar-2026 16:41        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Yes easywin      ( Date: 18-Mar-2026 16:37) Posted: Maybe can get tomorrow Chansenghoe1971      ( Date: 18-Mar-2026 16:21) Posted: I wait at 143 the placement price
Useful To Me  Not Useful To Me
easywin Supreme	18-Mar-2026 16:37        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe can get tomorrow Chansenghoe1971      ( Date: 18-Mar-2026 16:21) Posted: I wait at 143 the placement price
Useful To Me  Not Useful To Me
Chansenghoe1971 Elite	18-Mar-2026 16:21        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 2  Alert Admin	I wait at 143 the placement price
Useful To Me  Not Useful To Me
makdatok Supreme	18-Mar-2026 16:16        makdatok About Contact  Quote this Post!
x 0   x 0  Alert Admin	Loaded at 153
Useful To Me  Not Useful To Me
CheongArgh Master	18-Mar-2026 16:15        CheongArgh About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Time to go back to GRC Today DJ futures green green Started to cheong liao !   piscesmonkey      ( Date: 18-Mar-2026 12:13) Posted: Cutloss at 162 no more oil stocks for me piscesmonkey      ( Date: 18-Mar-2026 09:13) Posted: Chiong up now
Useful To Me  Not Useful To Me
Stocky901 Supreme	18-Mar-2026 16:15        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lots of peoples stuck above 180 on contra plays.. this week all must flush out 😢 easywin      ( Date: 18-Mar-2026 15:24) Posted: You lost heavy on Rex? piscesmonkey      ( Date: 18-Mar-2026 13:37) Posted: when bad news out better run roa
Useful To Me  Not Useful To Me
easywin Supreme	18-Mar-2026 15:24        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	You lost heavy on Rex? piscesmonkey      ( Date: 18-Mar-2026 13:37) Posted: when bad news out better run road huattuatua      ( Date: 18-Mar-2026 13:20) Posted: so from now on, all negative news on Oil?, 😎
Useful To Me  Not Useful To Me
easywin Supreme	18-Mar-2026 14:51        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heavy lost for contra players, better not touch Rex as tomorrow may dropped further
Useful To Me  Not Useful To Me
Stocky901 Supreme	18-Mar-2026 14:25        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't play contra.. always can't win 😔 Ramster      ( Date: 18-Mar-2026 14:01) Posted: Right issue price is $1.77c
Useful To Me  Not Useful To Me
Ramster Master	18-Mar-2026 14:01        Ramster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Right issue price is $1.77c
Useful To Me  Not Useful To Me
Stocky901 Supreme	18-Mar-2026 13:57        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last share placement at 143.. what should be the rights issue price? 🤔 huattuatua      ( Date: 18-Mar-2026 13:32) Posted: think rights will help them out😎 Stocky901      ( Date: 18-Mar-2026 13:29) Posted: Better don't short now.. anytime can halt due to defaults on huge debts.. 🤔
Useful To Me  Not Useful To Me
kt3152 Supreme	18-Mar-2026 13:56        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya. Don't wait till suspended....never touch this for years..... piscesmonkey      ( Date: 18-Mar-2026 13:37) Posted: when bad news out better run road huattuatua      ( Date: 18-Mar-2026 13:20) Posted: so from now on, all negative news on Oil?, 😎
Useful To Me  Not Useful To Me
Ramster Master	18-Mar-2026 13:49        Ramster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now SHORTIST winning
Useful To Me  Not Useful To Me
TraderBen Supreme	18-Mar-2026 13:48        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even small rebound also not worth chasing.. wehuattogether88      ( Date: 18-Mar-2026 13:38) Posted: Might have a technical rebounce?
Useful To Me  Not Useful To Me

                                                         First   < Newer   1141-1160 of 9826   Older>   Last