commodities


Goldman Warns Copper's Parabolic Breakout Lacks Stability

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"Already-stretched speculative length means..." 

 


LME Copper Hits Another Record; Goldman Trader Pinpoints Driver Behind Move

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"The move here in Copper +1.9% {LMCADS03 Comdty} is all about the Asian ..." 


Explosion Rocks Part Of Russia's Strategic Druzhba Pipeline - All Caught On Camera

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"A HUR official familiar with the operation said the blast was triggered by a remotely detonated explosive fitted with ..." 


This Chemist May Have Cracked America's Rare Earth Problem

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China has gained control not only of critical minerals but also of their production. A new technique could solve both of these problems.


Gas Prices Hit Four-Year Low, Forcing Even CNN To Admit Affordability Squeeze Easing

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"For the first time in 4.5 years, gas prices are averaging $3/gallon nationally."


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Copper Hits Record High; Goldman Warns A "Circular Melt-Up" Is Now Driving Global Market

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"Post Thanksgiving – breakout in Copper: Have been watching LME, that $11,100 level, now 3 times, it's felt like a coiled spring, we have..." 


Another Russian Shadow-Fleet Tanker Hit By Drones

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Four in a week. 


A Water War Is Brewing In Texas

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A hedge-fund-backed plan to pump 15 billion gallons a year from an East Texas aquifer has sparked intense local opposition and legal challenges...


Rallying Miners Have Become Portfolio Must-Haves

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Miners have the support of strong fundamentals and an increasingly favorable macro-economic backdrop...


John Deere Calls "Large Ag Cycle" Bottom Next Year - Just As China Ramps Up U.S. Soybean Buying

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The latest word from Reuters is that China has purchased at least 10 cargoes... 


Grid-Scale Battery Boom Sparks Lithium's Comeback

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"We maintain our view that supply delays will be required by 2027 to rebalance the market." 


BHP Scraps Anglo Takeover Attempt (Again) - UBS Raises Question: What's Next?

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"The key question from here will be whether BHP is now firmly focused on the organic opportunity, or whether..."


Live Cattle Futures See Sharpest Monthly Slide In Five Years As Trump's "Operation Affordability" Begins

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"The president's going to focus on the small things that touch the Americans' pocketbook, and he's going to bring them all down."


India's Reliance To Stop Processing Russian Oil At Giant Jamnagar Refinery

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Starting Friday, four of Russia’s top producers - accounting for as much as 80% of the country’s exports to India - are under sanction, leaving counterparties at risk of secondary sanctions. 


Timeline For "Largest-Ever LNG Supply Wave" To Hit Global Markets 

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"We introduce our ten-year outlook for global natural gas prices, primarily..." 


Beijing Jumps Back Into US Soybean Market, Snaps Up 20 Cargo Loads After Abrupt Pause 

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"a lot of soybean purchases," potentially even before spring.


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Brent Initially Slides After Russia Restarts Key Novorossiysk Port After Drone Attack 

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"People were expecting a longer outage ... " 


China's CO2 Emissions Have Been Flat For 18 Months Straight

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China has seen its carbon dioxide (CO2) emissions keep a flat or falling trend for 18 consecutive months as electric vehicles and renewable energy uptake soars, a new analysis for Carbon Brief showed on Tuesday.  


US Sanctions Push Indian Refiners Away From Russian Crude

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All but two Indian refiners have skipped placing orders for Russian crude for December after the U.S. sanctioned Russia’s top oil producers, Rosneft and Lukoil...


China's Purchases Of US Soybeans Abruptly Stops 

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"... more of a diplomatic gesture than a firm trade deal."