commodities


Next Big Mineral Trade Revealed By Morgan Stanley 

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"US permitting reform and other government incentives will likely act as a tailwind..." 


Arabica Coffee Prices See Largest Weekly Jump In Nearly Three Years 

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"The current move can largely be attributed to a heat wave in Vietnam..." 


AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds 

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"It's a sprint. It's a sprint that requires all the capital in the world..." 


Crude, Food Prices Jump As Looming Israel-Iran Conflict Spark 1970s Oil Shock Fears

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"We're one event away from a 1970s-style stagflation explosion..." 

 


Baltimore Bridge Collapse: US Army Corps Of Engineers Says Channel Fully Reopen By End Of May

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"We have a ship that is nearly the size of the Eiffel Tower..." 


Federal Reserve Refuses To Provide Records Of Foreign Gold Holdings

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The Federal Reserve denied the FOIA request...


'Cocoa Could Double From Here' - Oil-Bull Andurand Gets Greedy On Chocolate

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" ... could break $20,000 later this year." 


"Nuclear Should Be Part Of The Future," PG&E CEO Says

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"I think that would be a good policy, to utilize a safe, high-performing asset for the state."


China Weaponizes Gallium Flows To West As US Miner Reveals New Discovery In Montana

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The US must build out its domestic supply chain of mining and refining of rare earth minerals to break the addiction from China...


Dear Mr. President: A Vanilla Bean Shortage Could Be Nearing  

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 What's the plan, Mr. President? Does the US have strategic vanilla and cocoa bean reserves? 


Top US Egg Supplier "Temporarily Ceases" Operations At Texas Plant After Bird Flu Outbreak 

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"Production at the facility has temporarily ceased as the Company follows the protocols prescribed by the USDA." 


Inflation-Risk Latecomers Pile Into Silver

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As gold makes new highs, speculators’ net longs in silver are jumping higher...


White Gold: Mapping US Lithium Mines

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...with EV demand growing yearly, U.S. lithium mines must ramp up production or rely on other nations for their supply of refined lithium.


Baltimore Bridge Collapse: New Underwater 3D Images Show "Sheer Magnitude" Of Salvage Operation Ahead

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"Divers are forced to work in virtual darkness..." 


First Case Of Bird-Cow-Human Transmission Of Bird Flu Reported In Texas

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"I wouldn't be surprised if there are infections in cows in Europe too."


Bullish Bets On Gasoline Futs Soar As Pump-Prices Risk Rising To "Politically Sensitive" $4/Gallon Level

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 "Washington and state capitals will consider market interventions..." 


Baltimore Bridge Collapse Has East Coast Ports On Alert For Cargo Diversions

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"The longer-term aftermath will probably be more severe..." 


Ranking The World's Most Popular Beers, By Generation

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Boomers like Dos Equis?


More Inflation, More Copper Theft

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The Port of Baltimore was one of the US’s main exporters of coal...


Baltimore Bridge Collapse: Container Ship "Potentially Atop High-Pressure Underwater Gas Line"

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"Source at ICS reports ship salvage effort will likely be delayed while line is surveyed and additional risk can be assessed."