According to @Andre_Dragosch, higher ISM readings likely require higher oil prices, with the move commonly driven by two catalysts: reacceleration in China/India/emerging markets and geopolitics, source: @Andre_Dragosch on X, Dec 2, 2025. According to @Andre_Dragosch, ISM is largely geared to growth in the US shale oil industry, implying traders can monitor WTI/Brent trends, EM growth impulses, and geopolitical risk to anticipate ISM surprises tied to shale activity, source: @Andre_Dragosch on X, Dec 2, 2025.

According to @KobeissiLetter, President Trump said the airspace above and surrounding Venezuela is now closed in its entirety (source: The Kobeissi Letter on X, Nov 29, 2025). Energy traders should monitor Brent and WTI front-month futures as geopolitical events in oil-producing countries can rapidly impact crude risk premia and volatility (source: U.S. Energy Information Administration, “What causes crude oil and gasoline prices to change?”). Crypto traders should watch BTC and ETH implied volatility, funding rates, and liquidity as macro shock headlines have historically preceded spikes in crypto derivatives activity (source: Kaiko Research, 2023–2024 analyses of crypto market microstructure).

According to CNBC, oil prices and energy stocks fell sharply following Donald Trump’s new Ukraine peace plan announcement. source: CNBC CNBC reported the move via its official feed on November 21, 2025, without disclosing specific price levels or sector drawdowns. source: CNBC CNBC did not mention any immediate impact on cryptocurrency markets. source: CNBC

According to Bloomberg, oil prices steadied as traders weighed surplus concerns and sanctions in the latest session on Nov 9, 2025 (source: Bloomberg). Bloomberg reported that market focus was centered on potential supply surplus and sanctions risk, keeping price action relatively stable intraday (source: Bloomberg).

According to Anas Alhajji, Iran's threat to close the Strait of Hormuz is largely rhetorical, as stated in his X post, reducing concerns over oil price spikes. TradingView data shows Brent oil erased early gains to trade at $77, with West Texas Intermediate (WTI) at $76.75, indicating minimal market disruption. ING analysts reported that the market doesn't expect flows to be blocked, lowering stagflation risks. Bitcoin BTC maintained support at $100,430 and rebounded above $101,000, suggesting potential avoidance of a sell-off in risk assets.