{"id":233778,"date":"2026-09-29T20:49:46","date_gmt":"2026-09-29T20:49:46","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=233778"},"modified":"2026-09-29T20:49:46","modified_gmt":"2026-09-29T20:49:46","slug":"tracy-shuchart-btc-the-commodities-supercycle","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=233778","title":{"rendered":"Tracy Shuchart: BTC &amp; the Commodities Supercycle"},"content":{"rendered":"<p><a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a><\/p>\n<p><a href=\"https:\/\/bitcoinmagazine.com\/videos\/tracy-shuchart-btc-the-commodities-supercycle\">Tracy Shuchart: BTC &amp; the Commodities Supercycle<\/a><\/p>\n<div><\/div>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.youtube.com\/@BitcoinMagazine\" target=\"_blank\" rel=\"noopener\"><\/a><\/p>\n<p class=\"wp-block-paragraph\">Six million barrels a day of oil still aren\u2019t getting through the Strait of Hormuz, and Tracy Shuchart says markets are still tightening. The NinjaTrader Live senior economist explains why lost GCC production won\u2019t come back quickly, why crack spreads are signaling stress, and why the global refining shortage could get worse heading into winter.<\/p>\n<p class=\"wp-block-paragraph\">Chapters:<br \/>0:00 Tracy Shuchart on the Strait of Hormuz and Tightening Oil Markets<br \/>1:07 Crack Spreads, Russian Refineries, and the Global Refining Shortage<br \/>2:50 Fall Refinery Maintenance and a Dire Winter Setup<br \/>3:22 Why a US Diesel Export Ban Would Backfire<br \/>4:45 Gold vs. Bitcoin: Why Hard Assets Are Holding Up<br \/>7:15 Venezuela\u2019s Oil Discount and What It Means for US Refiners<br \/>8:31 Venezuela as a Geopolitical and Critical Minerals Play<br \/>9:28 AI Data Center Debt and Stress in the Bond Market<br \/>11:02 The Coming Copper Shortage and AI\u2019s Supply Problem<br \/>12:41 Can the US Grow Its Way Through a Supply Shock?<\/p>\n<p class=\"wp-block-paragraph\">DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n<p>This post <a href=\"https:\/\/bitcoinmagazine.com\/videos\/tracy-shuchart-btc-the-commodities-supercycle\">Tracy Shuchart: BTC &amp; the Commodities Supercycle<\/a> first appeared on <a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a> and is written by <a href=\"https:\/\/bitcoinmagazine.com\/authors\/patrickgreen\">Patrick Green<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Bitcoin Magazine Tracy Shuchart: BTC &amp; the Commodities Supercycle Six million barrels a day of oil still aren\u2019t getting through the Strait of Hormuz, and Tracy Shuchart says markets are still tightening. The NinjaTrader Live senior economist explains why lost GCC production won\u2019t come back quickly, why crack spreads are signaling stress, and why the [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":233779,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-233778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/233778"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=233778"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/233778\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/233779"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=233778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=233778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=233778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}