Matthew CommodityExpert

3 pieces of coal news in the past week perhaps leading to the rip in asx coal equities today. 1. China explosion and subsequent mine suspensions (rest in peace 😢) 2. Indonesia meddling with export restrictions 3. India relaxing tariffs Maybe… just maybe… we are back coal bros 😤😤 bloomberg.com/news/articles/… reuters.com/world/china/in…

Just as upstream producers settled into a lower-growth, shareholder-return-focused era, commodity prices moved sharply higher during Q1 2026. Today, we chronicle a massive rebound in profitability and cash flow from a dismal Q4 2025 for the 38 E&P companies we cover. rbnenergy.com/daily-posts/bl…

CATL launches China's first standardized light truck battery swap ecosystem CATL and DST plan to put 5,000 battery-swap light trucks into operation in an economic zone in southern China by the end of 2026. cnev.co/Vs0cElT 👇

When macro breath improves, so does micro breadth. The fundamentals are there, need to see lower rates to unlock the market-broadening trade once again. #hOPe

🌎 #Weekahead | US, Japan, Australia, India to have 'Quad' top diplomats' meeting in Delhi, Japan says - Reuters reuters.com/world/china/us…

🇺🇸 Hyperscaler Debt Flood Brings Derivatives Bonanza - Bloomberg bloomberg.com/news/articles/…

EU natural gas inventories in % of full - EU at 36.99% Germany at 28.48%, Italy at 55.50%, France at 37.74%, Netherlands at 12.86%, Austria at 43.15%, Spain at 68.10% agsi.gie.eu

Another indicator North Dakota Bakken #Oil production peaked. US tight/shale "oil" plays see increasing gas/oil ratios as the well age. North Dakota gas/oil ratio: 34.4% when ND #Oil production peaked in Nov 2019, vs 50.6% in Mar 2026 and 49.9% in Feb 2026. Year ago Mar 2025 was 48.1%. So if US shale/tight oil plays don't increase total boe production, crude oil production will decline. Also see 👇04/15/25 post, @EIAgov highlights how gas/oil ratios increase over time in US shale/tight "oil" plays. #OOTT

A strong week for last week's TV ideas. New all-time weekly closing highs *pending for $MU $CIEN and $GS.

Kenya’s flower exporters are grappling with soaring air freight costs, disrupted cargo routes, and growing global competition as geopolitics reshape the economics. #Kenyaflowerfarms #JKIA #cargoroutes #council #aircargo logupdateafrica.com/air-cargo/war-…

Company: NIO Inc. Ticker: NIO Exchange: NYSE Last Trade: $5.20 Change: -0.4 % Change: -7.14% Volume: 87,561,780 Day's High: $5.28 Day's Low: $5.12 Previous Close: $5.60

Treating the AI sector as a coherent economic entity yields preliminary estimates of nominal AI GDP at approximately $250 billion in 2025, growing at roughly 2,600% per year in quality-adjusted real terms, @akorinek & Patrick McKelvey find. piie.com/publications/p…

SAIC to hit 100 million vehicle delivery milestone by end of May SAIC is set to become China's first auto group to surpass 100 million in cumulative vehicle sales. cnev.co/GFwX6nc 👇

Drewry: Container Spot Rates Continue Climb as Early Peak Season Gains Momentum. Biggest increase is Asia-Eirope. gcaptain.com/drewry-contain…

$CIEN is pending another weekly closing high and one down week in the past 4 months.

This was the chart I was looking for on today’s webinar👇🏻

Keyera’s Q1 2026 report and conference call on May 14 provided updates on projects already underway, the re-start of its iso-octane facility, and some color on longer-term growth opportunities. rbnenergy.com/daily-posts/an…

📢 The Fujairah New Silk Road Energy Markets Weekly Newsletter is out! From @ADNOCGroup'saccelerated #Hormuz bypass strategy and rising #EnergySecurity concerns to China’s expanding geopolitical influence, shifting #USChina energy trade flows, and record-low #Fujairah light distillate inventories — stay ahead with exclusive insights, actionable intelligence, and the latest #energy market trends. 📩 Register now to stay ahead: stephaniegatdula@gulfintelligence.com #EnergyMarkets #OilMarket #Fujairah #Geopolitics #CrudeOil #MiddleEastEnergy #OilTrading #OilandGas #Markets #Hormuz #Iran #China #USChina #LNG #EnergySecurity #ADNOC #GlobalTrade #Refining @SultanAlJaber @AtlanticCouncil @MysteelGlobal @NRGInstitute @LauryHaytayan @anasalhajji @FluxMarkets @Vortexa @PortofFujairah @FOIZ

Nio reports Q1 operating profit, marking its second consecutive quarter of non-GAAP profitability Nio reported an adjusted operating profit (non-GAAP) of RMB 66.8 million ($9.7 million) for the first quarter of 2026. cnev.co/oG9SEWQ 👇

@FansRossoneri No one knows. Indonesia is the lab. But your country was successful in getting Grasberg to open a smelter. It was successful in negotiations with Apple. China already centralizes buying and that seems to be working fine. Time will tell.