ADAM TOOZE

@KPatricio_ @STOmarova @70sBachchan delighted.

Chartbook #100 on the macro finances of global commodity markets. adamtooze.substack.com/p/chartbook-10… Was triggered by appeal by Europe’s energy traders for central bank liquidity support! bloomberg.com/news/articles/…

Oil supply chain: spiralling margin calls elevate risk of a new Lehman moment. ft.com/content/174bdf… Chartbook #100 digs into the finances of commodity markets. adamtooze.substack.com/p/chartbook-10… https://t.co/H8zmFboM7Y

RT @robinsonmeyer: I got to mention one of my favorite oil facts in here: As the first oil boom got underway in Pennsylvania in the

RT @STOmarova: Great points by @adam_tooze! Yet the commodity-finance links are even more complicated. In 2013, I wrote a piece that led…

After blocking build back better Senate also trying to block Biden’s climate finance push – 1st Omorova & then Raskin. Other avenues may still be

RT @DennisKelleher: You have to make progress when & where you can, recognizing the forces against change, progress & reform are powerful,…

@darioperkins Thanks Dario much appreciated.

"It is difficult to count all the levels of leverage in play in global commodity markets” As @kl3dger puts it so nicely -> huge surge

@DennisKelleher @federalreserve @SECGov @CFTC I like your optimism!

RT @darioperkins: This is v useful on the systemic threat from commodity-market stress. Must central banks become lenders of last resort f…

@IvanUlisesKK thanks.

After Omarova, now Raskin – US Senate has comprehensively stymied Biden’s climate finance push as well as climate infrastructure. ft.com/content/c6c719… https://t.co/RXvM1UT8bl

China has been reeling from the worst stock market shock since 2008, triggering a major gov response. See Chartbook #99 adamtooze.substack.com/p/chartbook-99… https://t.co/NOu5M6yqCi

Wow. Never thought I would say this, but Merz does nail this one. twitter.com/_FriedrichMerz…

@CecPhil Merci!

Peabody energy, the world’s leading private coal producer, is taking a nasty hit on derivative contracts designed to protect it against price falls. Part of

RT @x_delcourt: Entre hausse des prix et appels de marges sur leurs dérivés de couverture, les négociants en matières premières, étranglés,…

RT @nwitkop: Great @adam_tooze post on the way Russia's war on Ukraine and the Western response has roiled commodities markets. Note all th…

RT @marieke_lisbeth: Une recension de L’ouvrage de Nicholas Mulder @njtmulder par Nicolas Delalande @ScPoResearch à lire absolument sur @l…

Margin calls triggered by surging prices and greater volatility are causing huge stress in global commodity markets. Check out Chartbook #100 adamtooze.substack.com/p/chartbook-10… https://t.co/jrNYgCfgpv

Surging commodity prices -> commodity brokers have to find more funding to buy shipments of oil/gas. They also need to find more cash to pay

Should central banks be intervening to stabilize the stressed balance sheets of major commodity dealers the make the market for oil and gas? adamtooze.substack.com/p/chartbook-10… https://t.co/7C9cBbAFO0

You can see how sanctions might damage collateral and disrupt global finance, but what we are discovering is that surging commodity prices can cause financial

RT @RitaKonaev: Please stop referring to Russian siege tactics as “medieval.” It’s barely been 5 years since the sieges of Aleppo, Eastern…

Kinda amazing to see America's Sec of State applying the term "war of choice" to Putin's attack on Ukraine. twitter.com/SecBlinken/sta…

Why are Europe’s major commodity traders pleading for central banks to step in as lenders of last resort? How can rising prices produce a financial

You might wonder how surging commodity prices could produce financial difficulties for commodity traders. Chartbook #100 is here to (try to) explain. adamtooze.substack.com/p/chartbook-10… https://t.co/6YJCr6Per8

RT @azraisakovic: #Russie🇷🇺/#Ukraine🇺🇦/ Si vous recherchez un précurseur historique de la carte post-soviétique de l'Europe, c'est celle du…

Must central banks become lenders of last resort for commodity markets? Chartbook #99 just dropped by @adam_tooze adamtooze.substack.com/p/chartbook-10…

Must central banks become lenders of last resort for commodity markets Chartbook #100 just dropped: adamtooze.substack.com/p/chartbook-10…

RT @Pocohrs: If you are in New York in mid-April: I’ll be discussing my new book “The New Atlantic Order” with @adam_tooze and Anders Steph…

On brink of retirement Liu He, Xi’s main advisor on the economy, is summoned into action to stop rout in China’s equity markets. A sign

RT @ts03ssl: Senate's stonewalling of Sarah Bloom Raskin is a textbook case of regulatory capture. She is qualified. en.wikipedia.org/wiki/Sarah_Blo…

China’s no-COVID lockdown of its manufacturing hub in Shenzhen is NOT a case of OCD. They are facing a potential disaster that could rewrite history