Brian Sullivan

18K posts

Brian Sullivan

@SullyCNBC

CNBC. Power Lunch 2p ET. Chief Energy Reporter. Interested. Storyteller.

America Katılım Mart 2009

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Brian Sullivan@SullyCNBC·5 Mar

Global markets starting to feel way too complacent about Iran War. Not only are costs beginning to spike in things like shipping .. .but we are weeks (days?) away from hearing about shortages in things like fertilizer, jet fuel, and more. Poor countries are going to feel it first. Stay focused and nimble.

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Brian Sullivan@SullyCNBC·10m

One of the guys we met there when we first visited MP and the mine for @CNBC years ago drove 100+ miles to work. Each way. Very cool to see it get more attention. 👏

MP Materials@MPMaterials

From the snow-capped peaks of Mountain Pass to our advanced magnetics facility in North Texas Tune in Sunday for an inside look at the mission, vision and momentum driving $MP

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Brian Sullivan@SullyCNBC·2h

Anyone else thinking REM tours again soon? Maybe it’s wishful thinking ..?

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Brian Sullivan@SullyCNBC·3h

TV is the new TV. wsj.com/cmo-today/dela…

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Brian Sullivan@SullyCNBC·8h

On the tape with a bet with @Cboe @TheJJKinahan that da Bears dont win more than 9.5 games next season. That means @KellyCNBC and I have TWO Chicago bets going right now (the other w/Rick Santelli saying WTI goes to $70 before $120)

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Brian Sullivan@SullyCNBC·15h

101% 👇

Jeff Macke@JeffMacke

@SullyCNBC 100%. In this round of reports "How are you hedging energy?" will be as thematic as "How are you using AI?" two months ago.

Brian Sullivan retweetledi

Jeff Macke@JeffMacke·15h

@SullyCNBC 100%. In this round of reports "How are you hedging energy?" will be as thematic as "How are you using AI?" two months ago.

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Brian Sullivan@SullyCNBC·15h

Morning hot take: We could get the greatest earnings in the world from big tech and not sure it will matter for macro markets if energy costs keep going up. Yes or no?

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Brian Sullivan retweetledi

Emmanuel Macron@EmmanuelMacron·1d

I have just spoken with the Emir of Qatar and President Trump following the strikes that hit gas production facilities in Iran and Qatar today. It is in our common interest to implement, without delay, a moratorium on strikes targeting civilian infrastructure, particularly energy and water supply facilities. Civilian populations and their essential needs, as well as the security of energy supplies, must be protected from military escalation.

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Brian Sullivan@SullyCNBC·1d

Many years ago I used to trade chemical fertilizers and can’t overstate the importance of the Gulf region as a producer and shipper.

عبدالعزيز المقبل@AzizSapphire

Fertilizers exports from the Gulf to the world are north of 50% of global Fertilizers trade

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Brian Sullivan@SullyCNBC·1d

From a feedstock and ingredient perspective, gas is likely to be more of a significant input cost than oil.

Farm Creek Advisors@FarmCreek

@SullyCNBC This is the escalation the market hasn’t fully priced yet—gas, not just oil, is now in the line of fire. When ~20% of global LNG is disrupted and facilities like Ras Laffan go offline, the marginal molecule gets repriced fast—and the world starts bidding for U.S. supply

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Brian Sullivan@SullyCNBC·1d

With another strike on Qatar, Iran shows its willing to target more primarily civilian facilities and ability of world to produce critical heating fuel during winter, fertilizers, medicines, and more. Watch US LNG producers and sellers as the world will become more desperate for American gas $LNG $VG $XOM

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Brian Sullivan@SullyCNBC·1d

Big China EV brand ad here in Paris airport (was a JV with Benz but now almost all China owned). Good looking car. Low labor costs. European auto market - and huge swath of Europes middle class workers - are in play. This is it.

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Brian Sullivan@SullyCNBC·1d

I'd like to meet the 1%ers. #Fed

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Brian Sullivan@SullyCNBC·2d

History says a bigger drop coming at some point this year. I’d be nervous if we didn’t get one.

Peter Mallouk@PeterMallouk

Over the last 75 years, the average intra-year market drop has been 14%. If you are overly stressed out about the current 5% drawdown, the stock market isn’t for you. Downside volatility is the price investors pay for long-term outperformance.

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Brian Sullivan@SullyCNBC·2d

National Leadership is decimated. Intelligence sources tell me they are worried about control over these IRCG bosses who fear losing their power and money.

TruthTelling@TruthTellingX

@SullyCNBC Before or AFTER the success Today? Today was the biggest destruction of leadership outside of the first day. Israel says it killed Iran's 'de facto leader' Ali Larijani, and head of oppressive Basij force Soleimani | The Times of Israel

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Brian Sullivan@SullyCNBC·2d

Intelligence sources to me —> There are many members of Irans regime and military proxies that have gotten very, very rich from regional control of assets. They will defend those fiefdoms to the end. An RPG on the shoulder, a few drones etc. Without this control these military bosses are broke, jailed or worse. They have everything to lose and will fight as such. The real risk are more these rogue militias than some cohesive Iranian leadership. #iran

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Brian Sullivan@SullyCNBC·2d

As we said two weeks ago: watch for fuel and oil product shortages, beginning in emerging economies. Rich countries can pay up for supplies, others cannot.

BBC News (World)@BBCWorld

Sri Lanka declares Wednesdays off as Asian countries try to conserve fuel bbc.in/41ahui4

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Brian Sullivan@SullyCNBC·2d

By the way ... has to be very bullish for Egypt and the Suez canal. Any ships just big enough to slide through the canal (called Suezmax) will and it can be hundreds of thousands of dollars per ship.