Intensifying Scramble For Physical As Buyers Compete To Secure Immediate Supply

We are now seeing an intensifying scramble for physical as buyers compete to secure immediate supply.

Hard Assets
March 30 (King World News) – Otavio Costa:  Powell doesn’t seem particularly concerned about inflation.

Plenty of “tools” left in the toolbox, apparently  🙂

Two words come to mind:

Hard Assets.

KING WORLD NEWS NOTE: Commodity Prices (YELLOW LINE) Exposing The Lie. Does Anyone Still Believe The CPI (BLUE LINE) Figures?

QE is Necessary?
Peter Schiff:  Powell claims QE is necessary after the Fed cuts interest rates to zero and can’t cut any further to add more stimulus to support the economy. But rate cuts actually sedate the economy. Adding QE after hitting zero just makes the problems the Fed caused with rate cuts even worse.

Ronnie Stoeferle:  (Energy) Charts That Make You Go Hmmmm…..

KING WORLD NEWS NOTE: Green Energy Requirements Are Destroying Western Countries And Their Economies

“The oil market did not underreact to the disruption in the Strait of Hormuz; it absorbed it. For nearly four weeks, markets have shown remarkable resilience in the face of disruption, supported by a combination of pre-war surplus, crude-on-water, and policy barrels that provided a temporary buffer and kept prices contained. That phase is now ending.” — Paola Rodriquez-Masiu, Chief Oil Analyst at Rystad Energy…

Listen to the greatest Egon von Greyerz audio interview ever
by CLICKING HERE OR ON THE IMAGE BELOW.

Artificially Suppressed Oil Prices Helping To Fuel Shortages
Ole Hansen, Head of Commodity Strategy at SaxoBank:  The Brent Dated-to-Frontline (DFL) swap—is a critical instrument used to bridge the gap between the physical and futures markets. In simple terms, it reflects the price difference between Dated Brent (physical North Sea cargoes) and Frontline Brent (the first-month ICE Brent futures contract).

In recent sessions, the DFL has surged into record backwardation, approaching USD 11/bbl and surpassing the previous peak seen in 2022. This sharp widening underscores an intensifying scramble for prompt physical cargoes, clearly highlighting the growing stress and dislocation in the market as buyers compete to secure immediate supply.

Chart source: Bloomberg

KING WORLD NEWS NOTE: “Intensifying Scramble For Physical Cargoes Clearly Highlighting The Growing Stress And Dislocation As Buyers Compete To Secure Immediate Supply.”

This Is A Huge Problem
Jeroen Blokland:  Many central bankers, economists, and investors believe that interest rates will rise if the war in Iran drags on or escalates further (with US troops entering).

But is it really that likely?

Based on the willingness of central banks to restore their lost credibility, perhaps ‘Yes.”

But a huge spike in energy and energy-related prices will hit consumer confidence, which remained low after the COVID crisis, and, as a result, consumer spending, which represents the biggest chunk of the economy of most major economies.

Second, spiking energy prices also hit profit margins, as it remains one of the key inputs for most goods and services.

What use would it be for central banks to cause a recession, get people fired, and jeopardize debt sustainability to fight a kind of inflation that they have zero control over? The latter means that even if inflation expectations start to rise, raising interest rates is a poor instrument to get them down. Ending the war and lowering energy prices are required under any circumstances.

I think Powell knows this.

KING WORLD NEWS NOTE: Consumer Sentiment Is Already At Collapsed Levels. Another Inflation Wave Led By Higher Oil & Food Price Will Crush The Already Weak Consumer.

JUST RELEASED!
To listen to James Turk discuss the takedown in the gold and silver markets and what to expect next as well as oil and the mining stocks CLICK HERE OR ON THE IMAGE BELOW.

JUST RELEASED!
Alasdair Macleod discusses the wild trading in gold, silver, oil, mining stocks and much more and you can listen to it by CLICKING HERE OR ON THE IMAGE BELOW.

ALSO RELEASED!
INFLATION WARNING: Major Shortages As Escalation Spiral Of Military Strikes Continues CLICK HERE.
James Turk Discusses The Plunge In The Gold & Silver Markets CLICK HERE.
The Gold Market Has Scary Parallels To Weimar Germany CLICK HERE.
Michael Oliver – Important Gold Update CLICK HERE.
The War Trade Is Back On CLICK HERE.
BUCKLE UP: This Will End In Total Collapse CLICK HERE.
Schiff Says We Are Headed For A Full-Blown Financial Crisis That Will Be Worse Than 2008 CLICK HERE.
Celente Warns War Foreshadows Food Price Shock CLICK HERE.
Celente Says Iran Will Fuel Massive Bull Market In Uranium CLICK HERE.
Massive New Wave Of Inflation To Be Led By Soaring Oil & Food Prices CLICK HERE.
Very Encouraging Trading Today In Gold, Silver & Miners CLICK HERE.
Gold’s Biggest Collapse In 43 Years! Capitulation And Opportunity CLICK HERE.
Worried About The Action In Gold & Silver? Look At This Interview With Tavi Costa! CLICK HERE.
Gold & Silver Takedown Intensifies On Friday But Who Is Selling? CLICK HERE.
This Is Very Bullish For Gold CLICK HERE.
IMPORTANT UPDATE: “I understand that [gold, silver & mining stock] investors are getting a bit more anxious.” CLICK HERE.
Today’s Situation Much Worse Than The 1970s, Why Isn’t Gold Performing As Expected? CLICK HERE.

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