Oil Surges Past $100/barrel

#1

Post by chris222 » Sun, Mar 08, 2026, 10:34 PM UTC

Oil Surges Past $100/barrel
oilprice.com

Re: Oil Surges Past $100/barrel

#2

Post by paulpauper » Sun, Mar 08, 2026, 11:06 PM UTC

fyi this is the font-month contract. there are many of them staggered out , so ETF buyers will not see as much upside

Re: Oil Surges Past $100/barrel

#3

Post by neom » Mon, Mar 09, 2026, 1:14 AM UTC

CPI Wednesday, Dollar General Thursday. Next week certainly going to be interesting.

Re: Oil Surges Past $100/barrel

#4

Post by refulgentis » Mon, Mar 09, 2026, 1:18 AM UTC

paulpauper wrote: post #2

fyi this is the font-month contract. there are many of them staggered out , so ETF buyers will not see as much upside

what

Re: Oil Surges Past $100/barrel

#5

Post by adam_arthur » Mon, Mar 09, 2026, 1:25 AM UTC

refulgentis wrote: post #4

paulpauper wrote: post #2

fyi this is the font-month contract. there are many of them staggered out , so ETF buyers will not see as much upside

what

Oil futures (months out) are priced lower than spot, presumably due to anticipation that Iran driven disruption to the market will be short lived.

(Remains to be seen whether that's true)

Re: Oil Surges Past $100/barrel

#6

Post by refulgentis » Mon, Mar 09, 2026, 1:30 AM UTC

adam_arthur wrote: post #5

refulgentis wrote: post #4

Earlier quoted context omitted.

what

Oil futures (months out) are priced lower than spot, presumably due to anticipation that Iran driven disruption to the market will be short lived. (Remains to be seen whether that's true)

ty!

Re: Oil Surges Past $100/barrel

#7

Post by ChrisArchitect » Mon, Mar 09, 2026, 2:00 AM UTC

Suggested direct link as it changes: https://oilprice.com/Latest-Energy-News/World-News/Oil-Price...

Re: Oil Surges Past $100/barrel

#8

Post by blitzar » Mon, Mar 09, 2026, 8:10 AM UTC

neom wrote: post #3

CPI Wednesday, Dollar General Thursday. Next week certainly going to be interesting.

> CPI Wednesday

For the month of February 2026.

Data releases are unlikely to have much impact as they are all backward looking, the market will trade off vibes and tweets until a timeline for the conflict becomes apparent.

Re: Oil Surges Past $100/barrel

#9

Post by 7777777phil » Mon, Mar 09, 2026, 10:18 AM UTC

This is textbook Pozsar. His Bretton Woods III framework argues the global monetary system is shifting from inside money (Treasuries, dollar reserves) to outside money (commodities, gold). Every time a geopolitical shock disrupts physical commodity flows, the premium on outside money reprices upward. Hormuz closing is exactly the scenario he built the framework around. Wrote a two-part deep dive on the thesis last year: https://philippdubach.com/posts/pozsars-bretton-woods-iii-th...