commodities


Is It Time To Get Bullish On Platinum?

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Platinum has a long way to go to regain its historic parity with gold...


Cocoa Grinding Estimates Suggest Demand Destruction Nearing 

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"The cheap stuff is beginning to drop off..." 


Robusta Rockets To 16-Year High After Major Grower Vietnam Records Export Plunge

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Enjoy higher Folgers prices. 


Dark Side Of 'The Next AI Trade': Seizing Private Property For Transmission Lines 

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"If PSEG and a property owner cannot agree on mutually acceptable value, PSEG may seek to use the power of eminent domain..." 


US Farmers Hoard Corn Like It's 1988 

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"The US farmers, who are the world's largest corn producers, have been holding off selling..." 


"Overlapping Emergencies" Pushes Countries To Bolster Food Supply Stocks 

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"More regular supply shocks are likely for food."


 

 


Bottom-Fishing: Two Hedge Funds Quietly Buying Physical Cobalt Amid EV Battery Slump 

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Squarepoint has been buying cobalt metal...


Cat 4 Hurricane Beryl Heads Towards Texas, Threatening Major Oil Refineries 

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"But if the storm makes a direct hit to oil and gas infrastructure..."


"Major Victory For American Energy": Judge Blocks Biden's Pause On LNG Export Licenses

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"... is completely without reason or logic and is perhaps the epiphany of ideocracy." 


WTI Trades At Multi-Month High On Middle East, Hurricane Concerns 

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This disruption could drive prices at the gas pump to the politically sensitive $4-a-gallon level for the Biden administration...


Seaborne Trade Set For Largest Increase Since 2010 After Red Sea Crisis

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"The impact of the Red Sea disruption on ton miles has been most acutely felt in container shipping..." 


Poultry Lovers Might Be In For 'Sticker Shock' Ahead Of July 4th BBQ 

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"Wholesale prices offer a leading indicator for what shoppers will eventually pay at the supermarket." 


Cocoa Prices Fall To Critical Technical Support Level On Improving Ivory Coast Outlook 

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Pierre Andurand remains bullish on cocoa futures. 


Third Of Nuclear-Plant Owners In Talks With Tech Firms To Power Up AI Data Centers

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This is not the first time Amazon has negotiated with utilities about nuclear power...


How Uninhabited Terrain Became A Hotbed For Black Market Marijuana

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Illegal cannabis operations have brought serious crime to California’s Siskiyou County, including robberies, theft, and five unsolved homicides, sheriff says.


With Global Coffee Production Under Threat, Farmers Seek New Solutions

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Coffee plantations face threats from bugs, plagues, and genetic fragility—putting America’s annual consumption of 1.6 billion pounds of coffee at risk.


World Dangerously Headed For 'Food Wars', Top Commodity Trader Warns

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"We have fought many wars over oil. We will fight bigger wars over food and water." 


Morgan Stanley's Adam Jonas Says Tesla "May Hold Important Cards" In The Next AI Trade

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"We recently published an analysis showing how US data center power usage may be equivalent to the power used by 150 million electric..." 


Ukrainian Drone Swarms Target Four Russian Refineries In Major Attack

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"Ukraine launches the largest drone swarm attack against Russia..." 


Record July Fourth Travel Expected As Gas Prices Will "Remain Stable Until After Labor Day" 

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"With summer vacations in full swing and the flexibility of remote work, more Americans..."