Tracy Shuchart: BTC & the Commodities Supercycle
Published . Updated .
Bitcoin Magazine Tracy Shuchart: BTC & the Commodities Supercycle Tracy Shuchart breaks down Strait of Hormuz oil disruptions, warning that GCC output losses and crack spreads signal a worsening winter energy pinch. This post Tracy Shuchart: BTC & the Commodities Supercycle first appeared on Bitcoin Magazine and is written by Patrick Green .
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund
Tracks U.S. crude prices when Gulf supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with a Gulf supply scare
- IBIT iShares Bitcoin Trust
This price moves with the crypto market
- COIN Coinbase
The crypto exchange moves with trading volumes
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
Bitcoin Magazine Tracy Shuchart: BTC & the Commodities Supercycle Tracy Shuchart breaks down Strait of Hormuz oil disruptions, warning that GCC output losses and crack spreads signal a worsening winter energy pinch. This post Tracy Shuchar…
Source: Bitcoin Magazine
United States Brent Oil Fund (BNO) since this story, compared with the market
Since the first closing price after “Tracy Shuchart: BTC & the Commodities Supercycle,” United States Brent Oil Fund (BNO) is +11.63%. The S&P 500 fund (SPY) is +0.56% over the same days, a +11.07% difference versus the market. energy stocks (XLE) is +10.28%, a +1.35% difference versus that group of stocks.
Strait of Hormuz on the map for this story
Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Tracy Shuchart: BTC & the Commodities Supercycle.” The recent pace is rising.
Who collects and who pays in energy
Companies carried with this story
- BNO United States Brent Oil Fund
In “Tracy Shuchart: BTC & the Commodities Supercycle,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
For “Tracy Shuchart: BTC & the Commodities Supercycle,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “Tracy Shuchart: BTC & the Commodities Supercycle,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
In “Tracy Shuchart: BTC & the Commodities Supercycle,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
In “Tracy Shuchart: BTC & the Commodities Supercycle,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 29 Sep 2026 story “Tracy Shuchart: BTC & the Commodities Supercycle.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
In “Tracy Shuchart: BTC & the Commodities Supercycle,” Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XLE Select Sector Spdr Tr
For “Tracy Shuchart: BTC & the Commodities Supercycle,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
What Strait of Hormuz means for United States Brent Oil Fund (BNO)
United States Brent Oil Fund (BNO) is the company in “Tracy Shuchart: BTC & the Commodities Supercycle,” the 29 Sep 2026 Strait of Hormuz story.
For United States Brent Oil Fund (BNO), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
A second company, United States Gasoline Fund (UGA), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Price levels for United States Brent Oil Fund (BNO)
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
The energy score for United States Brent Oil Fund (BNO)
46 out of 100
“Tracy Shuchart: BTC & the Commodities Supercycle” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.