Author

@chigrl chigrl

Commodities/energy macro specialist mapping physical supply chains to cross-asset moves

Real-time commodities and energy markets analysis blending p

trader score
-0.98
hit rate
40%
mean α
-0.49%
signals 14d
107

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 40% hit rate, -0.49% mean alpha, trader score -0.98. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 17 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@chigrl·Warsh reiterated inflation concern and indicated market tightening should do some Fed work.·
2026-08-28·@chigrl·Says front-month oil may face pressure while refined products and crack spreads surge.·
2026-08-28·@chigrl·Reports that the Japan Korea Marker LNG benchmark is trading higher.·
2026-08-28·@chigrl·Reports Panama Canal congestion causing tanker detours, transfers and waits as long as 19 days.·
2026-08-28·@chigrl·Reports Qatar extended LNG force majeure and cargo cancellations into October or early November.·
2026-08-28·@chigrl·Reports Ukraine struck a major Russian refinery, causing a fire while damage remained under assessment.·
2026-08-28·@chigrl·Reports ETF holdings across white metals are turning higher, supported by a chart.·
2026-08-27NVDA@chigrl-0.40Sarcastically questions Nvidia's assurance that its actions are not financial engineering.-4.6%
2026-08-27·@chigrl·Argues Northeast regulations contributed to inadequate pipelines and refinery closures.·
2026-08-27·@chigrl·Explains the fuel-price versus farm-income tradeoff in reducing ethanol mandates.·
2026-08-27·@chigrl·Notes gold and real rates rose together despite their usual inverse relationship.·
2026-08-27·@chigrl·Reuters reports record Turkish diesel imports from India and the U.S. after Russia's export ban.·
2026-08-27·@chigrl·Reports ten U.S. LNG export deals totaling 7.27 million tonnes annually since the Iran war began.·
2026-08-27·@chigrl·Reuters data show Qatar's LNG exports down 96% six months into the U.S.-Iran war.·
2026-08-27·@chigrl·Reports another Hormuz tanker attack and crossings collapsing to five from over 130 daily prewar.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.