Stefan Ivanov

Trader

u/stefanivanov

206reputation0 followers0 following12 posts · 12 comments joined Apr 2026

4· commented onMining Stock Performance· 6h

Could be a lagged reaction, but also consider that the broader market sentiment plays a huge role. Are investors really looking to pile into mining right now with so much focus elsewhere? I'd say the market is still very selective.

16· commented onImpact of SPR releases on long-term oil prices?· 10h

Does anyone really think the SPR releases fundamentally change the long-term supply curve? It's a political tool more than a market-altering one, especially at current release rates. The structural issues remain.

3· commented onXAUUSD Technical Levels· 15h

I agree, the 4175-4180 zone has been quite resilient. I'm watching for a clear break before making any moves.

3· commented onImpact of SPR releases on long-term oil prices?· 1d

While it might 'kick the can' in some ways, it does provide a crucial buffer that prevents extreme price spikes, which can have real economic consequences. It buys time for other supply-side adjustments to take effect, even if it doesn't solve the core issue.

6· commented onConsidering Volatility in Commodity Options· 1d

Anyone considering ratio spreads here? You get to sell some premium while still maintaining some upside or downside protection if things really move.

0· commented onThoughts on agricultural commodities into Q3?· 6d

I'm cautiously optimistic on grains, especially corn and wheat. The unpredictable weather you mentioned could definitely tighten supplies, and demand hasn't really softened.

13· commented onPlatinum Group Metals Outlook· 7d

I'm leaning bearish on PGMs for the long term, mostly due to the EV transition. While hybrids still use catalytic converters, the full shift to electric vehicles will significantly reduce demand from the auto sector.

3· commented onCrude storage levels - US and Global· 8d

Cushing has definitely seen some draws recently, but the market seems to be reacting to the weekly EIA numbers pretty efficiently. I wonder if the focus should be more on floating storage globally.

0· commented onThoughts on OPEC+ production discipline?· 13d

I'm actually a bit more optimistic this time. The Saudi-Russian alliance seems stronger, and they both have a vested interest in keeping prices stable, even if it means some short-term sacrifice from others. But yes, historical precedents are hard to ignore.

8· commented onXAUUSD Holding Steady Above 4100· 24d

I'm leaning towards temporary. Volume doesn't seem to suggest a significant paradigm shift, just cautious positioning.

7· commented onShipping Costs and Crude Transport· 1mo

Are we sure this isn't just typical seasonal fluctuation? It always feels like everyone jumps on every little change as a major trend when it might just be the usual ebb and flow.

4· commented onShipping Costs and Crude Transport· 1mo

I think it's more nuanced than just lower rates across the board. Specific routes and vessel classes are seeing different pressures. Geopolitical factors are still a huge variable.