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[@Lucid_Watcher](/creator/twitter/Lucid_Watcher)
"📆 July XX 2025 CHINA HRC Rebound Driven by Output Cuts Chinas HRC prices rise as mills receive XXX% production cut notices Market sentiment bullish ahead of Politburo meeting 📌 FOB China: $455/mt 📌 CFR SE Asia: $451/mt 📌 October SHFE Futures: +0.5% day/day #Steel #China"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946896693712257138) 2025-07-20 11:35:18 UTC 1160 followers, XXX engagements


"🛢 Europe on Track for Record LNG Imports in 2025 FGE Report In H1 2025 Europe imported XX Mt of LNG up +26% YoY. Full-year imports may hit a record XXX Mt. 📈 June alone saw an all-time monthly high: XXXX Mt Drivers:* #LNG #EuropeEnergy #GasMarkets #UGS #FSEG #NaturalGas"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946189839801491851) 2025-07-18 12:46:30 UTC 1167 followers, XXX engagements


"U.S. Richmond Fed Manufacturing Index (July): -XX (Exp: -X / Prev: -7) Massive miss worst reading since the pandemic crash This signals sharp contraction in manufacturing across the Mid-Atlantic. New orders shipments and capacity all tanked #USeconomy #Fed #Manufacturing"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947659057688379711) 2025-07-22 14:04:39 UTC 1164 followers, XXX engagements


"FX Updates: Turkish Lira Depreciates by XXXX% Top currency losers are Turkish Lira (-0.68%) Norwegian Krone (-0.54%) South Korean Won (-0.52%) and Euro (-0.08%). Gains are led by Mexican Peso (0.32%) Dollar Index (0.04%) British Pound (0.02%) and Japanese Yen (0.23%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945549688649728415) 2025-07-16 18:22:46 UTC 1162 followers, XXX engagements


"📊 Middle East to surpass Asia in gas production by 2030 Gas output in the region has already risen +15% since 2020 driven by Saudi Arabia Iran Qatar Oman & UAE. #NaturalGas #MiddleEast #EnergyMarkets #LNG #Geopolitics"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946970639815839895) 2025-07-20 16:29:08 UTC 1161 followers, XXX engagements


"CHINA Billet & Rebar Get Support from Futures Rally Billet and rebar prices rise with strong futures and margin optimism. 📌 Q235 Billet (Tangshan): 3050/mt 📌 HRB400 Rebar (Beijing): 3150/mt Chinese mills enjoy 200300/mt margins. #Steel #China #Rebar #Billet"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946897098810486946) 2025-07-20 11:36:54 UTC 1161 followers, XXX engagements


"3/ Why it makes sense ✅ Reduces dependence on China ✅ Enhances GulfIndiaEU trade ✅ Strategic for green hydrogen & energy exports (e.g. ACWA Powers deal with EU) ✅ Dual-mode transport: balance between speed (rail) and cost (sea)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947267653728452910) 2025-07-21 12:09:21 UTC 1166 followers, XXX engagements


"Japanese Stocks Slide as U.S. Strikes Iran Nikkei XXX drops XXX% Topix down XXX% Tech leads losses: Lasertec -XXX% Disco -XXX% Tokyo Electron -XXX% Markets fear wider Mideast conflict after U.S. joins Israel in hitting Iranian nuclear sites. All eyes on Tehrans next move"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1936954868712796291) 2025-06-23 01:10:02 UTC 1165 followers, XXX engagements


"Spotlight: Guyana The New Oil Powerhouse Offshore discoveries led by ExxonMobil are transforming Guyana into one of the worlds fastest-growing oil producers. 🔹 Block: Stabroek 🔹 Reserves: XX billion BOE 🔹 Operators: ExxonMobil Hess CNOOC 🔹 Upcoming FPSO: Errea Wittu"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945216723398902156) 2025-07-15 20:19:41 UTC 1166 followers, XXX engagements


"What happens if Russian oil gets shut out Turns out the world technically has enough spare capacity to replace it. But technically doesnt mean easily. Russia exports 4.9M bpd 2.2M to China 1.7M to India 1M to everyone else +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946698059779297456) 2025-07-19 22:26:00 UTC 1162 followers, XXX engagements


"FX Updates: New Zealand Dollar Depreciates by XXXX% Top currency losers are New Zealand Dollar (-0.40%) South Korean Won (-0.33%) Australian Dollar (-0.25%) and Japanese Yen (-0.15%). Gains are led by Euro (0.04%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947611420394422308) 2025-07-22 10:55:22 UTC 1164 followers, XXX engagements


"FX Updates: Japanese Yen Increases by XXXX% Top currency gainers are Japanese Yen (0.64%) Norwegian Krone (0.51%) Swedish Krona (0.33%) Euro (0.22%) and British Pound (0.08%). Biggest losers are Dollar Index (-0.27%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947686256202424407) 2025-07-22 15:52:44 UTC 1164 followers, XXX engagements


"📉 Post-earnings reality check: $GM -X% $HAL -X% $PM -X% $RTX -X% $KO -XXX% $LMT -X% ✅ $NOC +3.5% #earnings #stocks #marketreaction #equities #Lockheed #GM #Halliburton #PhilipMorris #NorthropGrumman +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947660517042229335) 2025-07-22 14:10:27 UTC 1164 followers, XXX engagements


"Turkeys consumer confidence weakened in July dropping to XXXX the lowest in X months Sentiment deteriorated across all components: Financial outlook worsened Economic expectations fell Saving sentiment declined Joblessness concerns increased Confidence is eroding"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947962259315347561) 2025-07-23 10:09:28 UTC 1165 followers, XXX engagements


"⚠#Sanctions #Russia The EUs 18th package of sanctions against Russia is now officially in force published in the EU Official Journal. 🧾 Newly targeted entities include T-Bank Yandex Bank Ozon Bank Surgutneftegazbank and Bank Saint Petersburg. #EU #RussiaSanctions"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946692670291587463) 2025-07-19 22:04:35 UTC 1162 followers, XXX engagements


"🔹 China ramps up granular exports undercutting MENA & Nigeria by $3040/t in 🔹 Iran sold Aug cargoes at unusually high $431436 FOB 🔹 Nigeria trades at $465480 FOB Lekki 🔹 Ukraine market remains quiet importers holding off amid high prices"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947297627403338091) 2025-07-21 14:08:28 UTC 1164 followers, XXX engagements


"domestic demand. ⚠ However many products remain in negative territory on a yearly basis: This indicates that 2024 was a weak year but a recovery has begun in the summer of 2025. Interesting Observations: The sharp daily surge in coke prices may reflect expectations of+"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947403398342484410) 2025-07-21 21:08:45 UTC 1164 followers, XXX engagements


"PetroChina to Lift First LNG Canada Cargo in July PetroChina to lift its 1st cargo from LNG Canada this month amid rising geopolitical risk. The Wudang LNG vessel is en route. China diversifies LNG sources amid US tariffs & Middle East tension. #LNG #China #Canada"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1943070677256622494) 2025-07-09 22:12:04 UTC 1164 followers, XXX engagements


"Aramcos decline isnt just about oil prices its shaped by structural geopolitical and strategic factors. While companies like Exxon (+56.6%) and Chevron (+28.7%) are investing in the energy transition Aramco continues to operate more like a state dividend machine"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947616374735704446) 2025-07-22 11:15:03 UTC 1164 followers, XXX engagements


"US Retail Sales SMASH expectations 🛍 June MoM: +0.6% (vs 0.1%) 📈 YoY: +3.9% (vs 3.6%) 🧮 Control Group: +0.5% (vs 0.3%) 🚗 ex-Autos: +0.5% (vs 0.3%) ⛽ ex-Gas/Autos: +0.6% (vs 0.1%) 🔥 Consumers still spending. 💬 Soft landing Feels more like no landing. #RetailSales #USD"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945952730884776270) 2025-07-17 21:04:19 UTC 1162 followers, XXX engagements


"ULSD spreads now extreme: CIF Med MOPAG: +$113.66/mt FOB NWE Fujairah: +$82.71/mt FOB Med Fujairah: +$78.75/mt 📉 Eastern refiners face margin compression and rely heavily on exports while Western markets price in both logistics and geopolitical risk"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946207759608754434) 2025-07-18 13:57:43 UTC 1167 followers, XXX engagements


"Bitcoin is $118000 🧠: Its digital gold bro. 💸: No money. 🏠: No house. 📦: No goods. 🪙: Just a number that says .0003 on your screen Werent you the guy yelling diamond hands in 2021 crying long term mindset in 2022 with a XX% loss Were still counting bundles of cash+"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946719277026881671) 2025-07-19 23:50:18 UTC 1162 followers, XXX engagements


"🏁 While Exxon fumes Chevron moves: Integration teams already active Hess staff briefed on exit packages IT & ops merged within XX days This isnt just a buyout. Its a global power play in oil diplomacy. 👇 🧨 The Stabroek block is now shared between:"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947042416504049799) 2025-07-20 21:14:21 UTC 1164 followers, XXX engagements


"Asia-Pacific LNG Market Surges 🌏 Asia-Pacific LNG market activity up XX% YoY though down XXXX% MoM. 🛒 Glencore led buyers (9 cargoes) 🏷 PetroChina led sellers (5 cargoes) 📈 Aug JKM forecast: $13.11/MMBtu driven by summer heat + geopolitics. #LNG #Asia #JKM #PetroChina"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945971759234093267) 2025-07-17 22:19:56 UTC 1165 followers, XXX engagements


"🚨 Global SAF demand is set to skyrocket 10x by 2026 led by Europe and the US. Meanwhile Malaysias SEDC Energy in partnership with Sulzer Apeiron Bioenergy & Oiltek is building a 15000-ton/year SAF plant in Sarawak aiming to boost domestic clean fuel capacity +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1940864209153388901) 2025-07-03 20:04:21 UTC 1162 followers, XXX engagements


"FX Updates: Turkish Lira Drops by XXXX% Top currency losers are Turkish Lira (-0.83%) Dollar Index (-0.35%) and Japanese Yen (-0.10%). Gains are led by Norwegian Krone (0.58%) Swedish Krona (0.52%) New Zealand Dollar (0.37%) Euro (0.17%) and British Pound (0.05%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946140854244032630) 2025-07-18 09:31:51 UTC 1166 followers, XXX engagements


"📊 PLATTS Summary July XX 2025 🚢 East-West spread widens further: 🔹 Western ULSD and Jet fuel prices remain firm (FOB Rott +$6) 🔹 Eastern markets under pressure (FOB Fujairah ULSD $XXXXX Jet $XXXX #RefinedProducts #ULSD #JetFuel #Arbitrage #OilMarkets #Platts #OOTT"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947671960135115111) 2025-07-22 14:55:55 UTC 1164 followers, XXX engagements


"Geopolitical Tensions Surge Gas Volatility 🔥 Middle East tensions have reignited natural gas price volatility. 📈 Both TTF and JKM contracts show sharp spikes in June 2025 with average monthly volatility nearing 70%. Energy risk is back on the table for global gas"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947666110360297921) 2025-07-22 14:32:41 UTC 1165 followers, XXX engagements


"Kazakhstan boosts oil exports to Germany by XX% State pipeline operator KazTransOil transported 926k tons of crude to Germany via Russias Transneft system in H1 2025 up XX% YoY. #Kazakhstan #Germany #Oil #KazTransOil #Transneft #Druzhba #EnergySecurity #Geopolitics"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947662274690486521) 2025-07-22 14:17:26 UTC 1164 followers, XXX engagements


"🔹 Arbitrage attractive: CIF NWE vs. FOB Fuj ULSD spread: $XXXXX Jet CIF Med vs. MOPAG: $XXXXX 🛢 Fuel Oil & Gasoil falling across the board 📉 Naphtha down $45/t The East-West spread continues to widen. Western prices remain more resilient or are even rising +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947671966149726382) 2025-07-22 14:55:57 UTC 1164 followers, XXX engagements


"📈 IEA: Global LNG Supply to Surge in 2026 Global LNG output is expected to grow by X% in 2026 adding XX bcm the highest increase since 2019 driven mainly by North America and Qatar. #LNG #IEA #GasMarkets #Qatar #NorthAmerica #AsiaEnergy #GlobalGas #LNGprojects #NaturalGas +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947980267156611119) 2025-07-23 11:21:02 UTC 1165 followers, XXX engagements


"2/ What is IMEC A proposed trade route linking India UAE Saudi Arabia Israel Greece Europe via a mix of sea and rail transport. Backed by the US EU India and Gulf countries as a counter to Chinas influence"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947267648888115445) 2025-07-21 12:09:20 UTC 1167 followers, XXX engagements


"⚠💎 #Diamonds #India #Russia Indias diamond imports (JanMay): XX% YoY Diamond imports from Russia (JanMay): XX% YoY May alone: XX% YoY from Russia 📉 Data: Indias Ministry of Commerce #Trade #Commodities #Sanctions #Gemstones"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947687888843640901) 2025-07-22 15:59:13 UTC 1164 followers, XXX engagements


"Exxon & CNOOC claimed preemptive rights on Hesss stake. Chevron argued it was buying the whole company not just an asset. The ICC court sided with Chevron. No appeals allowed. Boom. Deal done. Power rebalanced. 👇"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947042404894134415) 2025-07-20 21:14:18 UTC 1163 followers, XX engagements


"🛢 Crude Tanker Markets XX July 2025 VLCC rates rose again: TD3C (MEGChina) +6.95% WoW to WS XXXX TD2 (MEGSingapore) +7.28% to WS XXXXX TD22 (USGCChina) spot jumped to $7.54M Yet MEGIndia Aframax rates fell sharply. #TankerMarket #VLCC #CrudeOil"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947368261399794003) 2025-07-21 18:49:08 UTC 1165 followers, XXX engagements


"❗#TradeWars #USA U.S. Commerce Secretary Latnik stated that countries can still negotiate with the U.S. after August X but that date marks the final deadline to begin paying reciprocal tariffs. Outlaws I tell you 😁"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947040018423263260) 2025-07-20 21:04:49 UTC 1165 followers, XXX engagements


"🌍 The Middle East is central to global gas security 🛢 Hormuz LNG flows Israeli gas in Egypt Iranian gas in Trkiye all highlight the regions critical role. 📉 Meanwhile global LNG supply is set to rebound by 2026 easing todays tight markets. 📊 via @IEA #LNG"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947664867546018212) 2025-07-22 14:27:44 UTC 1164 followers, XXX engagements


"The government officially admits: The key interest rate is not a response to the crisis its the cause of the economic deterioration. #Russia #InterestRates #MonetaryPolicy #Economy"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947414721873023046) 2025-07-21 21:53:45 UTC 1164 followers, XXX engagements


"FX Updates: Top currency gainers are Australian Dollar (0.85%) Brazilian Real (0.80%) New Zealand Dollar (0.57%) and Dollar Index (0.02%). Biggest losers are Turkish Lira (-0.76%) Polish Zloty (-0.61%) Swiss Franc (-0.51%) Japanese Yen (-0.09%) Euro (-0.29%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1943455750124376353) 2025-07-10 23:42:13 UTC 1166 followers, XXX engagements


"FX Updates: Top currency gainers are Norwegian Krone (1.18%) Swedish Krona (0.77%) Polish Zloty (0.33%) and Euro (0.05%). Biggest losers are Turkish Lira (-0.83%) Brazilian Real (-0.58%) Dollar Index (-0.28%) Japanese Yen (-0.23%) and British Pound (-0.20%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946351094633992438) 2025-07-18 23:27:17 UTC 1168 followers, XXX engagements


"🚨 Asian countries face higher LNG supply risk via Hormuz. 📍India Pakistan Chinese Taipei Korea & Singapore are heavily reliant on LNG flows through the chokepointwhile Europe is relatively insulated. ⚠ A single disruption could ripple through Asias power grids"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947666115930558889) 2025-07-22 14:32:42 UTC 1164 followers, XXX engagements


"Chinese stocks hit an 8-month high while Hong Kong equities are pushing multi-year records. Construction and energy sectors are leading the charge. China has kicked off work on whats set to become the worlds largest hydropower dam in Tibet a massive $XXX billion project"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947586157828510052) 2025-07-22 09:14:59 UTC 1167 followers, XXX engagements


"U.S. freight volumes have dropped by XX% year-over-year. The decline in the freight market began in early February. #USA #Freight #Logistics #SupplyChain #Trucking #Economy"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947960312486822369) 2025-07-23 10:01:44 UTC 1165 followers, XXX engagements


"📊 Strong U.S. data surprises markets: Philly Fed Manufacturing Index: XXXX (vs. -XXX expected) Jobless claims: 221K (vs. 233K expected) Retail sales (June): +0.6% MoM (vs. +0.1%) ⚠ $ADM drops -X% after Trump backs Coca-Colas shift to cane sugar over HFCS. #USD #Macro"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945845781358903743) 2025-07-17 13:59:20 UTC 1163 followers, XXX engagements


"Indian CPP Exports Plunge Big drops in Indian refined product exports: Diesel -XX% Gasoline -XXX% Jet -X% Naphtha -XX% IOC exports fell XXX% RIL -XX% BPCL +25% #OilProducts #IndiaExports"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947370021161996720) 2025-07-21 18:56:08 UTC 1163 followers, XXX engagements


"week possible extension in play. 📊 ECB seen holding at XXX% Fed decision due next week. #Gold #Markets #TradeWar #ECB #Fed #Commodities #TrumpTariffs"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947686985902030865) 2025-07-22 15:55:38 UTC 1164 followers, XXX engagements


"General Outlook: Strong Rally in Chinas Steel and Raw Material Market July XX 2025 🔺 Short-term momentum is clearly upward: The rallies in iron ore and coke are particularly noteworthy. Futures contracts suggest steel producers are restocking or anticipating stronger+"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947403394231975995) 2025-07-21 21:08:44 UTC 1164 followers, XXX engagements


"⛽ Product Tankers Stay Strong XX July 2025 LR2 freight (TC1 MEGJapan) surged +15.5% WoW to $25.6k/day. MR rates on TC17 (AGEast Africa) climbed +6.6% to WS XXX. Strong demand + tight tonnage = bullish sentiment. #CPP #TankerRates #Shipping"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947369045399113754) 2025-07-21 18:52:15 UTC 1160 followers, XXX engagements


"🟡 Gold hits 5-week high Gold surged past $3420/oz the highest since June XX as US yields & the dollar dropped amid escalating trade tensions. 📉 Markets fear a US-EU tariff clash ahead of Trumps Aug X deadline. US Treasury Sec. Bessent to meet Chinese officials next +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947686977283019027) 2025-07-22 15:55:36 UTC 1164 followers, XXX engagements


"Spot Market Frenzy in Asia May spot trades up XX% MoM Taiwan CPC & Kansai Electric snapping up summer cargoes Physical trading volumes (Platts MOC) up XXX% YoY"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1933285172767531462) 2025-06-12 22:07:58 UTC 1162 followers, 14.1K engagements


"production cuts or export quotas. Futures and spot markets are moving in tandem signaling a healthy rally. The drop in SHIBOR suggests Chinas central bank is supporting the market with loose monetary policy"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947403401882701871) 2025-07-21 21:08:46 UTC 1165 followers, XXX engagements


"🟢 Metals Rally July XX 2025 🔹 Nickel leads the surge with a triple-digit gain 🔹 Copper Zinc and Aluminum follow with solid upside 🔹 Gold extends gains amid macro uncertainty 🔹 Iron ore steady supported by Chinese demand Markets waking up. Volatility is back. #Metals"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947720467294638369) 2025-07-22 18:08:40 UTC 1164 followers, XXX engagements


"4 Starts building first coal TPP without Russian help X Occidental lowers Gulf of Mexico output forecast X UralCryoMash ships LPG tank containers to Gazprom Helium X FPSO P-78 en route to Brazils Bzios field X Russian coal sector in deep losses (112B in 2024) +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1945212316783452232) 2025-07-15 20:02:11 UTC 1162 followers, XXX engagements


"FX Updates Top currency gainers are Norwegian Krone (1.23%) Swedish Krona (0.65%) New Zealand Dollar (0.54%) Euro (0.28%) and British Pound (0.09%). Biggest losers are Turkish Lira (-0.82%) Dollar Index (-0.45%) and Japanese Yen (-0.02%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946266112380875178) 2025-07-18 17:49:35 UTC 1166 followers, XXX engagements


"#VietnamStocks are outperforming Southeast Asian peers in 2025 up over XX% YTD Why ✅ Surging FDI from firms shifting away from China ✅ Strong exports & trade deals with US/EU ✅ Stable macro: low inflation solid growth (7%) ✅ Anticipation of MSCI EM upgrade #ASEAN"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947965163270812147) 2025-07-23 10:21:01 UTC 1164 followers, XXX engagements


"Global Urea Market Update 🔹 India remains the price driver bought 1.5M tons in latest tender more expected in August. 🔹 Turkmen urea shipped via Black Sea to India at CFR $452455/t #Urea #Fertilizer #India #Iran #China #Nigeria #AgroTrade"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947297623628476605) 2025-07-21 14:08:27 UTC 1164 followers, XXX engagements


"Politics is a subtle game. The reappointment of M. Al-Saad proves it. Back in 2012 Qatar began shaking Gazproms position in the European gas market But everything changed in 2018 when QIA miraculously became the owner of an XXXXX% stake in Rosneft #Qatar #Russia #Gazprom"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947578446630293981) 2025-07-22 08:44:20 UTC 1167 followers, XXX engagements


"🚗 Not a fan of Chinese cars Well over 500000 vehicles from Chinese automakers were registered in the EU in the first half of 2025 alone. Registrations jumped by more than XX% YoY. #ChinaCars #EVs #AutoMarket #EUImports #Geopolitics #BYD #MG #Nio"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947584682545262756) 2025-07-22 09:09:07 UTC 1164 followers, XXX engagements


"ExxonMobil (operator) Chevron (via Hess) CNOOC (China) Expect tension. Expect output growth. Expect price pressure in global crude markets. Geopolitics just got oily again"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947042426129883415) 2025-07-20 21:14:23 UTC 1165 followers, XXX engagements


"🛢 Middle East spare capacity 4.1M bpd as of June 2025 mostly Saudi. On paper enough to plug the gap. 🌎 Guyanas scaling up Argentinas rising US adds new SPOT terminal (2M bpd VLCC-ready) +"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946698065341034778) 2025-07-19 22:26:01 UTC 1162 followers, XXX engagements


"🚨 Chevron has officially closed its $53B acquisition of Hess just XX hours after winning a high-stakes arbitration battle against Exxon and Chinas CNOOC. 🛢 The prize A XX% stake in Guyanas Stabroek block one of the fastest-growing offshore oil discoveries on Earth. 👇"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947042397667360791) 2025-07-20 21:14:16 UTC 1163 followers, XXX engagements


"FX Updates: Japanese Yen Rises by XXXX% Top currency gainers are Japanese Yen (0.92%) Swedish Krona (0.78%) British Pound (0.66%) and Euro (0.65%). Biggest losers are Dollar Index (-0.64%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947365685866467795) 2025-07-21 18:38:54 UTC 1164 followers, XXX engagements


"FX Updates: Top currency losers are Polish Zloty (-0.79%) Swiss Franc (-0.59%) Turkish Lira (-0.51%) Japanese Yen (-0.28%) Euro (-0.50%) and British Pound (-0.32%). Gains are led by Brazilian Real (0.56%) Australian Dollar (0.33%) and Dollar Index (0.24%)"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1943374035976343766) 2025-07-10 18:17:30 UTC 1166 followers, XXX engagements


"🧵1/ Is the IndiaMiddle EastEurope Corridor (IMEC) actually feasible or just geopolitical theater Lets break down the logic risks and reality of this ambitious searailsea corridor that aims to rival Chinas Belt & Road. #IMEC #Geopolitics #Logistics"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947267643909554398) 2025-07-21 12:09:19 UTC 1164 followers, XXX engagements


"Defensive stocks Crushed. Good isnt good enough anymore the market wants blowout guidance not just solid earnings. Only Northrop Grumman shines on strong defense tailwinds. Even Coca-Cola wasnt refreshing enough"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947660521727267066) 2025-07-22 14:10:28 UTC 1164 followers, XXX engagements


"❗#Inflation #Russia #Stats Russias annual inflation slowed to XXXX% as of July XX down from XXXX% on July XX Rosstat reports. Deflation of XXXX% recorded from July 1521 marking the first weekly deflation since early September 2024. #CPI #Rosstat #Deflation #Russia"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1948053534567780770) 2025-07-23 16:12:10 UTC 1165 followers, XX engagements


"📊 Platts Refined Products July XX 2025 Clear EastWest divergence persists and its widening. 🛢 Western markets (FOB Med/NWE/Rott) saw sharp price jumps: ULSD +$2021/mt Jet Fuel (FOB Med) +$3.10/bbl Gasoil XXX% +$1922/mt Fuel Oil XXX% +$20/mt"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1946207733658615828) 2025-07-18 13:57:37 UTC 1162 followers, XXX engagements


"Indias Oil Buying Shifts XX July 2025 Indias crude import shifts last week:  Russia: X  Saudi +76.92%  UAE +6.98%  Iraq -XXXXX% Refiners share: RIL +92.5% IOC +17.6% Nayara -XXXX% #IndiaEnergy #CrudeImports"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947369727287836875) 2025-07-21 18:54:58 UTC 1163 followers, XXX engagements


"Hey @elonmusk Telepathic interaction with AI is that where were really headed 🤖🧠 Just asking"  
![@Lucid_Watcher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1866134119090114560.png) [@Lucid_Watcher](/creator/x/Lucid_Watcher) on [X](/post/tweet/1947736514743701701) 2025-07-22 19:12:26 UTC 1165 followers, XXX engagements