commodities


US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat

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"Odds are increasing for a particularly memorable winter storm late this week into the weekend…" 


USA Rare Earth Soars, To Build Plant In France With Government Support

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...will build a facility in Lacq, France, capable of producing 3,750 metric tons per year of rare earth metals and alloys


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NatGas Futs Erupt As Arctic Air Invasion Penetrates Deep Into US South

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"DANGEROUS COLD is likely on Saturday across much of the United States, with wind chills forecasted to fall below zero for over 100 million people,"


Imagine Ramping Up A "War Time" Economy Where Most Of The Stuff You Shoot At The Enemy, Comes From The Enemy

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today’s “Bottom Line” is that simple - ProSec...


EU NatGas Spikes Most In Two Years As "Perfect Storm" Unfolds

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"Sentiment has completely turned ..."


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Trump Invokes Section 232 To Seek Foreign Supplies Of Processed Critical Minerals, Avoids Tariffs For Now

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Following news that US held off from imposing import tariffs on critical minerals, silver and other metals retreated from record highs as investors took profits following a blistering rally in the space.


What's Going On With Silver: Goldman's Commodity Desk Chimes In

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"... already had a few chats this am and those who called it very early are not of a mind to trim "


Wave Of Costly Copper Thefts Threatens Public Safety, Experts Say

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Rising metals prices have fueled a surge in copper thefts, causing widespread damage and disruption...


Donroe Doctrine: US Seizes Russian-Flagged Tanker In Atlantic, Intercepts Dark-Fleet Ship In Caribbean

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Busy day for America across the Western Hemisphere


Nickel's Back

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...changing fundamentals are crashing against a market leaning the wrong way.


Chevron Contracts 11 Tankers For Venezuela Port Calls As Don-Roe Doctrine Begins

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"This would be an additional headwind for the oil market in 2026, but would not..." 


UBS: "Copper Is The Commodity Everyone Wants To Own"

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"...fueled by a rush to ship the metal to the US amid tariff uncertainty and persistent supply disruptions"


Speculators Are Moving Towards Commodities

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...this year may see a continued divergence between crude on the one hand, and precious metals and non-oil commodities on the other.


Don-Roe Doctrine: Fall Of Maduro Sends US Oil Stocks Soaring

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"Chevron emerges as a clear beneficiary from any shift in Venezuela's political..." 


"Negative For Oil Prices In Long-Run": What Maduro's Purge Means For Oil According To Goldman's Trading Desk

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"The last time this happened (with the Iran strikes in June), crude sold off twelve dollars the next day and vol and call skew collapsed." 


Trump's Gunboat Diplomacy Triggers Sharp Drop In Venezuelan Oil Output

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Regime instability in Caracas nears. 


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Visualizing The World's Rare Earth Reserves

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China accounts for nearly half of global rare earth reserves (44M of 92M metric tons)...


Trump Blockade Leaves $1 Billion Of Venezuelan Crude Stranded On Tankers

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"Based on our visual analysis from both shore and space, we estimate that there are around 17.5 million..." 


High-Pressure NatGas Line Ruptures Outside Los Angeles, Forcing Major Highway Shutdown

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"Drivers were stranded on the 5 Freeway on Saturday night..." 


China Panics As Thin Year-End Liquidity Supercharges Rally In Precious Metals & Copper

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"...the rally appears exaggerated, amplified..."