Commodities

Price movements and fundamentals across major commodities.

Analysis and reporting on commodities such as oil, natural gas, gold, industrial metals, and agricultural products. Focuses on supply-demand dynamics, geopolitical risks, inventory trends, and macro drivers affecting commodity markets.

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2,690 total articles

European Gas Edges Higher as Middle-East Tensions and Supply Cuts Weigh

European Gas Edges Higher as Middle-East Tensions and Supply Cuts Weigh

European natural gas benchmarks rose slightly as renewed U.S.-Iran hostilities kept market participants cautious. Dutch TTF futures and British gas contracts gained 0.2% amid concerns that conflict-driven interruptions to global LNG flows, coupled with planned maintenance on major Norwegian facilities and below-average EU storage levels, will susta…

Oil Climbs After U.S. Strikes on Iran Reignite Supply Concerns

Oil Climbs After U.S. Strikes on Iran Reignite Supply Concerns

Oil futures advanced in Asian trade after the United States launched strikes on Iranian targets following the downing of an American helicopter. The moves pushed Brent above $93 and WTI near $90 a barrel, reversing losses from the prior session. Market participants are monitoring the Strait of Hormuz and awaiting official U.S. inventory data amid i…

Canola futures end mixed as soyoil strength offsets crude oil slide

Canola futures end mixed as soyoil strength offsets crude oil slide

ICE canola futures finished the session with mixed results, with near-term contracts slipping while later-month contracts gained. Strength in Chicago soyoil helped offset declines in crude oil, which moved on developments between Iran and Israel and comments from U.S. President Donald Trump. Weather across prairie growing regions has been supportiv…

ADNOC's XRG Weighs Upstream and LNG Stakes in Canada

ADNOC's XRG Weighs Upstream and LNG Stakes in Canada

Abu Dhabi National Oil Company said it is evaluating potential upstream oil and LNG investments in Canada through its international investment vehicle XRG. The announcement was made at the Global Energy Show in Calgary, with ADNOC's upstream chief declining to specify target assets while noting a favourable view of Canada’s renewed push on energy d…

India's Leading Ship Classifier Drops 235 Sanctioned Vessels from Registry

India's Leading Ship Classifier Drops 235 Sanctioned Vessels from Registry

The Indian Register of Shipping has removed 235 vessels from its registry since 2023, predominantly oil tankers and some gas carriers, after adopting a stricter policy against ships linked to Western sanctions. The change could complicate insurance cover and port calls for affected vessels and underscores differing international approaches to sanct…

Dry Bulk Freight Weakens as Baltic Index Declines on Lower Vessel Earnings

Dry Bulk Freight Weakens as Baltic Index Declines on Lower Vessel Earnings

Summary: The Baltic Exchange's dry bulk freight index fell on Tuesday as vessel earnings eased across the capesize and panamax segments. The headline index, which monitors capesize, panamax and supramax rates, dropped 98 points to 2,818. Capesize earnings saw the largest fall, while panamax rates edged down. Weakness in iron ore futures and the reo…

Markets Zoom in on AI, Chips and SpaceX as Investors Trim Broader Exposure

Markets Zoom in on AI, Chips and SpaceX as Investors Trim Broader Exposure

Stocks staged a modest rebound concentrated in large technology names tied to the AI surge, even as the majority of the S&P 500 finished lower. Strong demand for memory chips lifted Chinese export growth and underpinned chipmakers, while a high-profile IPO calendar and central bank policy considerations kept broader sentiment cautious.

Oil Edges Higher as Halt in Iran-Israel Strikes Leaves Market on Edge

Oil Edges Higher as Halt in Iran-Israel Strikes Leaves Market on Edge

Oil prices rose marginally in early trading after Iran and Israel agreed to pause direct strikes following a U.S. appeal, but market participants warned the truce may be temporary. Brent rose 13 cents to $94.38 a barrel and U.S. West Texas Intermediate climbed 11 cents to $91.41 at 0001 GMT. The previous session saw prices jump as much as 5% on ren…

European Gas Retreats After Iran, Israel Reportedly Halt Strikes

European Gas Retreats After Iran, Israel Reportedly Halt Strikes

European benchmark natural gas contracts climbed on Monday but gave back some of their earlier advances after reports that Iran and Israel halted mutual attacks. By 09:47 ET (13:47 GMT) the Dutch TTF front-month contract was up 2.1% at 49.49 euros per megawatt hour, while British futures rose 2.3% to 119.70 pence per therm. Officials and statements…

Houthis' Red Sea Threats Raise Fresh Pressure on Oil and Shipping Routes

Houthis' Red Sea Threats Raise Fresh Pressure on Oil and Shipping Routes

Yemen’s Houthi movement announced it would prohibit ships associated with Israel from transiting the Red Sea after Israel renewed strikes on Iran. The move amplifies concerns about global shipping and energy supplies already strained by Iran’s closure of the Strait of Hormuz and Saudi Arabia’s rerouting of crude exports to the Red Sea port of Yanbu…

Fertilizer Shock Erodes Brazil’s Cost Advantage Over U.S. Farmers

Fertilizer Shock Erodes Brazil’s Cost Advantage Over U.S. Farmers

Brazil’s long-standing advantage from cheap, abundant land and rapid acreage expansion is under strain as fertilizer prices climb following a conflict that has disrupted supply flows. Heavy dependence on imported fertilizers, degraded soils that require larger applications, and the timing of Brazil’s planting season have left many Brazilian farmers…