Oil Surges Past $100/barrel

Oil Surges Past $100/barrel(oilprice.com)

57 points by chris222 70 days ago | 8 comments

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...

ChrisArchitect 70 days ago |

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

paulpauper 70 days ago |

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

refulgentis 70 days ago | |

what

adam_arthur 70 days ago | | |

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)

neom 70 days ago |

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

blitzar 70 days ago | |

> 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.