"With over 200 ships hit in the Azov and Black Sea this month..." 

China’s lumber production has more than tripled since 2004, making it the second-largest producer... after the US...

"Farmers are saying it's the largest crisis..." 

Staged reopening begins in Arizona as record beef prices and tight supplies pressure the industry, with Mexico's exports to begin again in late August...

"Given the security situation in the southern part of the Red Sea, the vessel is sailing via the Suez Canal..." 

"It's not over yet," adding, "Hormuz, Mandeb, oil at 100 ... it's getting worse. "

Black Sea conflict was "the straw that broke the camel's back."

 

Agricultural prices are likely to retain a bullish tilt as Black Sea disruptions collide with US weather risks, stronger export demand and a tighter link between crops and energy markets...

California's shadow cannabis industry linked to Chinese organized crime and narco-slavery...

EQ Resources controls one of the largest operating tungsten platforms outside China.

"Live Cattle OI in a major downtrend!" 

"All gold is present and account for..."

The decision is more restrictive than an export-licensing requirement.

China’s dip-buying is giving copper a firmer floor on pullbacks...

"An escalation in hostilities on 7-8 July, however, clouds the outlook and could upend the forecast that sees the market flipping to a surplus next year"

"We are living in an environment we don't know very well."

 

Russia banned exports of diesel in order to avoid domestic shortages after a flurry of attacks by Ukrainian drones on the nation’s refineries...

“If the blockade were to resume now due to escalating tensions, Iran would be stuck with ~50 million barrels of crude oil and refined products.”

"Technical factors also were at play. The Intercontinental Exchange ... "

“All of this points to the fact that we’re going to have to get used to higher copper prices...”