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.
1,921 total articles
Capital Economics analysts say that fresh U.S. strikes on Iran could disrupt oil supplies, lifting Brent crude and reducing the scope or timing of expected interest rate cuts by major central banks. Analysts point to recent geopolitical tensions, a spike in Brent near $70 per barrel, and Iran's role in global oil flows and control of the Strait of …
The U.S. Department of Agriculture projects farmers will plant more soybeans and fewer acres of corn in 2026 compared with 2025, while both crops are expected to yield the second-largest harvests on record. Corn acreage is forecast at 94 million acres, down from 98.8 million acres in 2025, while soybean seedings are set to rise to 85 million acres …
Russia cautioned against an "unprecedented escalation of tension" around Iran and called for restraint as a U.S. military reinforcement in the region continues, a senior U.S. official said would be complete by mid-March. The warning coincides with Iranian-Russian naval activity in the Gulf of Oman, ongoing nuclear negotiations described as only par…
U.S. Energy Secretary Chris Wright told the International Energy Agency it has about a year to abandon its net zero-by-2050 agenda or face the prospect of the United States leaving the organisation. Wright framed the move as pressure to change the agency's climate-oriented direction while avoiding a U.S. exit that could increase Chinese influence. …
A multi-year supply agreement between Nvidia and Meta provided modest support for Big Tech, yet gains were capped as oil surged, credit strains emerged and Federal Reserve minutes signaled reluctance to ease policy. Markets face geopolitical risks from U.S.-Iran and Ukraine-Russia tensions, while rare earth prices have climbed above a U.S. price fl…
Oil prices rose modestly in Asian trade following a more than 4% jump the previous session. Continued U.S.-Iran tensions, stalled Russia-Ukraine talks and an unexpected draw in U.S. crude stocks provided support, while traders remained cautious about demand prospects and upcoming U.S. inflation data.
Gold prices steadied in Asian trade on Thursday after a strong rally the previous session. Thin liquidity amid Lunar New Year holidays reduced momentum, while investors weighed ongoing geopolitical tensions and divergent signals from the Federal Reserve. Market attention has shifted toward U.S. PCE inflation data due Friday for clearer guidance on …
Oil prices eased in early Asian trading after a sharp one-day rise, with Brent down to $70.23 and U.S. WTI at $65.11 a barrel. Investors weighed mixed signals from U.S.-Iran diplomacy and heightened military activity in the region, while U.S. petroleum inventory reports and API-sourced draws added another layer of market focus.
Three U.S. states have filed suit seeking to require federal agencies to distribute grants that Congress had appropriated for clean energy initiatives. The litigation follows an administration decision to terminate certain funding streams created under environmentally focused statutes, including the Inflation Reduction Act, and responds in part to …
A group of roughly a dozen liberal Democratic senators and representatives will forgo attending President Donald Trump’s State of the Union address to take part in a public rally on the National Mall. The event, billed as a 'People’s State of the Union,' is scheduled to begin at 8:30 p.m., shortly before the president’s 9 p.m. speech, and is intend…
Canada and Ukraine agreed on a strategic energy partnership in Paris that commits Canada to work with domestic industry to provide oil and gas equipment to Ukraine on concessional terms, encourage investment in renewable projects and hydropower reconstruction, and conduct joint risk assessments to bolster energy infrastructure resilience amid ongoi…
Gold and silver both rose on Wednesday as markets balanced geopolitical developments with an eye toward the U.S. Federal Reserve's January meeting minutes due later in the day. Spot gold rebounded to just over $5,000 per ounce while silver jumped roughly 6% as investors assessed safe-haven demand, central bank purchases and ETF flows from Asia. A m…
U.S. markets reopened after a long weekend amid renewed volatility tied to artificial intelligence spending concerns, with the S&P 500 ending little changed while software stocks slumped and the VIX spiked toward some of its highest levels of the year. In Europe attention focused on reports that European Central Bank President Christine Lagarde is …
U.S. farmers, facing weak commodity prices after a record corn harvest and recent downward revisions to supply estimates, are expected to trim corn plantings only slightly for 2026 and favor corn over soybeans on flexible acres. Robust domestic use - especially ethanol demand - and strong export sales have kept a price floor near break-even, prompt…
New global datasets indicate the planet is warming faster since the mid-2010s, with 2025 among the three hottest years recorded. Atmospheric concentrations of carbon dioxide, methane and nitrous oxide hit record highs, global fossil fuel CO2 emissions are projected to reach a record 38.1 billion tonnes in 2025, and oceans set new highs for heat con…
Oil prices were largely unchanged in Asian trading after a near 2% drop in the previous session, as reports of progress in U.S.-Iran nuclear talks reduced near-term supply disruption risk and trimmed risk premiums. Brent and WTI futures both gained 0.1%, while traders awaited weekly inventory estimates and several key U.S. macro releases that could…
Oil futures nudged down as progress in US-Iran negotiations reduced near-term supply disruption concerns, while reports of recovering output at Kazakhstan's Tengiz field and forthcoming U.S. inventory reports kept traders cautious. Brent and WTI traded near two-week lows, and market attention shifted to weekly API and EIA data that could confirm re…
Gold prices stabilised in Asian trade following a more than 2% decline the prior session, a fall prompted by improving risk appetite after reported progress in U.S.-Iran negotiations and a stronger U.S. dollar. Market participants awaited the Federal Reserve's January meeting minutes and the U.S. personal consumption expenditures inflation report f…
California and Connecticut are collaborating on a coordinated legal strategy to challenge the Environmental Protection Agency’s recent rescission of the 'endangerment finding' that linked vehicle greenhouse gas emissions to public health harms. State attorneys general say they are assembling claims, standing arguments and timing to mount a prompt b…
The Port of Los Angeles recorded a sharp decline in loaded export containers in January, marking the weakest monthly export output in almost three years. Executive Director Gene Seroka highlighted a steep fall in shipments to China and said overall first-quarter volumes are likely to be down compared with a year earlier, while imports also eased fr…
Natural gas prices have fallen sharply this month, a move Morgan Stanley attributes to milder late-February weather and a quick supply rebound after Winter Storm Fern. The bank notes a roughly 29% pullback in prices during February amid weaker heating demand, while rising drilling activity in the Haynesville has pushed Lower 48 dry gas production h…
Global markets reopened to subdued trading with U.S. futures marginally lower and investor sentiment remaining strongly bullish despite pockets of volatility in technology stocks. Bank of America’s monthly survey shows elevated optimism about the economy and earnings, while economic releases and central bank commentary due this week could clarify p…
Citi analysts argue that prospective diplomatic breakthroughs involving Iran and between Russia and Ukraine - initiatives reportedly supported by U.S. President Donald Trump - could reduce crude oil and refined fuel prices, easing affordability pressures for American households and potentially prompting a deflationary impulse that would allow for e…
A senior Kremlin aide said Russia may use its navy to stop European powers from seizing Russian vessels and could retaliate against European shipping if seizures occur. The comments come as Western nations have imposed over 30,000 sanctions on Russia and taken steps to block tankers linked to Russian oil shipments, including a U.S. seizure of a Rus…
Indirect negotiations between the United States and Iran resumed in Geneva on Feb. 17 with U.S. envoys and Iran's foreign minister participating under Omani mediation. The talks, which aim to address a long-running nuclear dispute, take place even as the U.S. positions a large naval force in the region and Iran begins military drills in the Strait …
