📊 Data-driven market analysis ⚡ AI processed data ! For Education Only 🔗 free articles @freddymacropulse on su #commodities #trading #grains #oil
Joined October 2026
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Want to have a clear picture of the oil chart starting the week? Check my weekly #brent and #wti reports, with the main developments and chart levels!
substack.com/@freddymacropul…
Macro Pulse retweeted
Hey all! Want to know what happend to #wheat markets, and a quick technical analysis outlook? And same for #soy, #oil and #corn!
Check my weekly newsletters about #commodities here : macropulseresearch.substack.…
Hey, I here's my weeklies grains markets reports
lnkd.in/p/eCmAf6gk
feel free to give it a try and comment or sub to the free substack!
Hey all! Want to know what happend to #wheat markets, and a quick technical analysis outlook? And same for #soy, #oil and #corn!
Check my weekly newsletters about #commodities here : macropulseresearch.substack.…
Macro Pulse retweeted
🚢1,600 tankers sit in the world’s sanctioned dark fleet.
Trafigura, Mercuria, Vitol and ADNOC Group now reportedly want Washington’s approval to buy or lease some of them.
The reason is a shortage of ships.
With Hormuz effectively shut, shipping Gulf crude to East Asia costs more than 6 times what it did before the war.
On 8 October a supertanker earned $1.41m a day.
Energy Secretary Wright already opened the door in October.
Dark-fleet ships can be cleared to carry legal oil, and he spoke of adding “dozens” or even “hundreds” of tankers.
Here’s why this matters for Canada.
Freight is now part of the 🇨🇦 Canadian discount.
High freight makes a barrel moving down the pipeline to a US refinery the cheapest heavy crude around.
In my latest article I said a possible deal with Iran would reopen the strait and cut supertanker earnings to 1/10 of the peak.
Canada would then lose the freight part of the discount.
These traders are a 2nd way to get there, without waiting for a peace deal.
More ships, cheaper freight, a narrower gap.
Good for Canadian producers.
Less of a bargain for the US refiners buying their crude.
Full thesis here: “The Market Just Gave Me The Canadian Oil Entry I Waited For” themerchantsnews.substack.co…
Macro Pulse retweeted
Shipping US crude to Asia now costs $30 to $35 a barrel.
A year ago: $5.
That’s the hidden edge of US refiners this year, Reuters reports.
Asian refiners pay that freight to import heavy crude. US Gulf Coast plants buy theirs next door, from 🇨🇦 Canada and 🇻🇪 Venezuela.
🔹 70%+ of Gulf Coast refining is built for heavy crude
🔹 For every extra $1 of freight, the diesel margin grew by at least $8
🔹 US refining margins more than doubled in Q3
Expensive shipping hurts everyone else, and US refiners are on the winning side of it.
themerchantsnews.substack.co…
Macro Pulse retweeted
Wheat is on a record losing streak 🌾
Wheat has closed lower for 10 straight weeks in a row
That would be the longest streak in at least the last 20 years
Completely shattering the previous record of 8 weeks back in 2008
2026 and 2008 are the only two years that featured a streak longer than 7 weeks
***
Try our daily grain updates + alerts free
👉 dailymarketminute.com/freetr…
Macro Pulse retweeted
Torqued tanker market beginning to heal, freight rates coming back down to earth, and geographic petroleum spreads are slightly less bananas (though still very wide).
Spread between Singapore and USGC bunker fuel (HSFO) has fully halved over the past week.
Macro Pulse retweeted
BREAKING: UFC CEO Dana White directly rejects Trump's offer to become White House Press Secretary, per CNN.
Macro Pulse retweeted
Plus faible production de betteraves enregistrée depuis 48 ans. Moins de surfaces, des rendements en chute libre, des contraintes sanitaires et réglementaires croissantes, et désormais des aléas climatiques de plus en plus violents et enfin le parasitisme.
Courage ! @_MissBetter
Macro Pulse retweeted
🌾 Et si vous pouviez interroger les marchés agricoles en temps réel ?
Découvrez ÉPI, l'agent IA de Veille Au Grain.
📊 Cotations, graphiques, analyses de marchés, météo… Une IA nourrie de données et de mon expertise.
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#Agriculture #MarchésAgricoles
Macro Pulse retweeted
Saskatchewan Durum grades:
25% grade 1 Canada Western (CW) compared to 39% for the 10-year ave
30% grade 2 CW vs 28% for 10-year ave;
29% grade 3 CW vs to 20% for 10-year ave; &
16% grade other vs 13%for the 10-year ave.
All crop grades/yields here:
saskatchewan.ca/business/agr…
4 views in 6 h, i mean common, X algo feels a bit weird, right?
I find it strangely difficult to make my posts seen, not talking about getting followers...
This is my second account and second shot at twitter, after a 10years hiatus. And I can't remember that it was that hard to be seen... Is this the blue check effect?
Macro Pulse retweeted
REZAEI CLARIFIED THAT TEHRAN WILL NOT OPEN THE STRAIT OF HORMUZ BEFORE ITS SEVEN CONDITIONS ARE MET AND THAT IT WILL NOT HOLD ANY NEGOTIATIONS REGARDING THIS DECISION
Stocks: S&P 500 futures +1.7%, DAX +2.2%, VIX down by a fifth. Bonds: 10-year yield −7.6 bp, half from inflation expectations, half from the real yield, still near its highest since 2008.
History gives no rule: after four past midterms that switched a chamber, WTI went from +3.9% to −19.0% in 20 sessions. Full analysis and charts: macropulseresearch.substack.…