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.
2,681 total articles
BCA Research warns that gold prices could suffer a meaningful near-term decline if the recent momentum-driven inflows into gold ETFs from China and other Asian markets unwind. While the firm highlights the tactical vulnerability created by regionally concentrated investment flows, it also says longer-term structural factors - including global inves…
Russia's aviation regulator said two Russian carriers will operate flights to extract Russian tourists from Cuba in the coming days, and will then suspend services to the island until a jet fuel shortage is resolved. The regulator identified the airlines as Rossiya - part of the Aeroflot group - and Severny Veter (Nordwind). The move follows Cuban …
OPEC's monthly report projects world demand for crude from the broader OPEC+ coalition will decline by 400,000 barrels per day in the second quarter compared with the first quarter, with quarterly and annual forecasts left unchanged from the prior report. The group paused additional production increases in Q1 2026 and will face a March 1 meeting wh…
A social media account linked to Chinese broadcaster CCTV warned that China could investigate French wines or impose reciprocal tariffs on EU goods if France pushes for sweeping tariffs on Chinese products. The warning followed a French government strategy report that recommended a 30% across-the-board tariff on Chinese imports or a 30% euro deprec…
European Union leaders will meet to discuss measures aimed at reducing the bloc's economic dependence on the United States and China. The agenda, set out by meeting chairman Antonio Costa, identifies five priority areas: cutting bureaucratic trade barriers, enabling EU firms to scale, protecting strategic industries, maintaining openness to trade w…
A softer-than-expected December retail report has heightened concerns about consumer spending just as markets await the January payrolls print and benchmark payroll revisions. Traders have pushed Fed cut odds forward, the dollar slid, yields fell amid heavy issuance, and equity sentiment cooled. Developments in AI and chipmaking continue to reshape…
The EPA's planned rescission of the 2009 endangerment finding that linked greenhouse gases to public health risks removes a statutory foundation for federal climate regulation and could re-enable so-called public nuisance lawsuits against emitters. Legal scholars and industry groups warn the policy reversal may permit a renewed wave of litigation t…
The Kremlin said it will request clarification from the United States after Washington issued a general license to enable oil and gas exploration and production in Venezuela that explicitly bars transactions involving Russian and Chinese nationals or entities. Kremlin spokesman Dmitry Peskov highlighted Russia's investments and long-term projects i…
U.S. Secretary of Energy Chris Wright will travel to Caracas this week for a high-level, on-the-ground evaluation of Venezuela’s oil industry, following a U.S. general license authorizing exploration and production. The trip includes planned meetings with government officials and executives from companies such as Chevron and Repsol, a site visit to…
Taiwan's Economy Ministry will dispatch its Geological Survey and Mining Management Agency to the United States to inspect rare earth deposits, evaluating which elements they contain and whether they meet Taipei's needs. The move aims to enable Taiwan to refine imported material on-island and expand domestic refining capacity to meet up to half of …
Oil futures climbed in Asian trading as markets weighed ongoing uncertainty in U.S.-Iran relations and the potential for higher Chinese travel-related fuel consumption during an extended Lunar New Year holiday. A softer dollar and anticipation of U.S. economic data provided additional support, while geopolitical developments kept a risk premium in …
Gold and silver gained in early Asian trading after U.S. retail sales for December came in softer than expected, boosting speculation that economic momentum is easing. Markets are looking to upcoming nonfarm payrolls for clearer signals on the labor market and potential Federal Reserve policy shifts. Despite the uptick, metals remain volatile and r…
Oil markets held a steady course as talks between the United States and Iran continued to shape sentiment, while traders awaited weekly U.S. inventory figures. Brent and U.S. crude both rose modestly, supported by lingering geopolitical uncertainty tied to diplomatic engagement and potential military deployments in the Middle East.
The White House said on Tuesday that President Donald Trump will formally rescind the 2009 federal finding on greenhouse gases at an event on Thursday, joined by Environmental Protection Agency administrator Lee Zeldin. The administration, which proposed the move in July, describes the action as a significant rollback aimed at easing regulations on…
The U.S. Energy Information Administration projects continued increases in electricity consumption in 2026 and 2027, following a record-setting 2025. Rising demand is linked to data centers supporting AI and cryptocurrency operations as well as greater residential and commercial electrification. The EIA also forecasts modest shifts in generation sh…
Canadian Prime Minister Mark Carney told reporters that a diplomatic disagreement over the $4.7 billion Gordie Howe International Bridge will be resolved after U.S. President Donald Trump threatened to prevent the new crossing from opening. Carney said he discussed the bridge and other issues with Trump and emphasized that ownership is shared betwe…
The U.S. Energy Information Administration has raised its near-term natural gas price forecast after January’s sharp price spike and the largest weekly storage withdrawal on record, while lowering its outlook for prices in 2026-27 and revising forecasts for coal and oil consumption and production patterns.
Management at the PCK Schwedt refinery, controlled by Rosneft, has privately told German authorities that U.S. sanctions are damaging its operations and jeopardizing fuel supplies to Berlin, Brandenburg and eastern Germany. In a January letter to Economy and Energy Minister Katherina Reiche the refinery described escalating operational restrictions…
Codelco's El Teniente mine will see reduced copper output for roughly the next five years, the mine head said on Tuesday. Production is expected to be about 301,000 metric tons this year, and a section of the mine remains closed following a collapse that killed several workers. Company officials say study results will guide attempts to recover mine…
The U.S. Department of Agriculture is confronting intensified skepticism from farmers, grain traders and commodity analysts after a substantial upward revision to its corn acreage estimates and widely reported staff reductions. The agency’s January final figures showed harvested corn acres and plantings materially higher than its June estimates, pr…
Colombian flower growers shipped tens of thousands of tonnes of roses to the United States for Valentine’s Day, but an ongoing 10% tariff, a stronger peso and a significant minimum wage increase are compressing margins for the country’s exporters. Industry leaders warn that without a change in these economic pressures the sector could see job losse…
Oil prices dipped in Asian trading as investors tempered a prior session rally while monitoring renewed friction between the U.S. and Iran and awaiting key economic data from the United States and China. Brent and WTI slipped marginally, supported earlier by a softer dollar but pressured by caution over geopolitical developments and imminent U.S. p…
Oil prices slipped modestly on Tuesday as market participants assessed the potential for supply interruptions following U.S. guidance for commercial vessels transiting the Strait of Hormuz. Brent and U.S. West Texas Intermediate futures each fell about 0.4% by early GMT trading, after a rally the previous day linked to U.S. advisories. Additional d…
Gold and other precious metals fell again on Tuesday as markets continued to wobble following last Friday’s sharp rout. Traders are shifting attention to a busy week of U.S. economic data for clues on the Federal Reserve’s policy path, while central bank demand and geopolitical developments continue to influence safe-haven flows.
Saudi Arabia’s $925 billion Public Investment Fund is poised to roll out a new 2026-2030 strategy that refocuses investment away from some high‑cost, futuristic developments toward industry, minerals, renewable energy, AI and tourism, sources with direct knowledge said. The plan, soft-launched to investors this week in Riyadh, reflects fiscal press…
