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

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

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

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

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

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. 

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

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

"People were expecting a longer outage ... " 

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.  

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...

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

“However, the destocking likely cannot continue indefinitely, and the recent rise in the Midwest premium suggests that some buying is returning." 

As countries everywhere scramble to not be reliant on China, the EU should focus on expanding Poland's current mining activities, says one expert...

Increasing oil production is expected to maintain short-term downward pressure on prices. However, UBS holds a constructive... 

"25 million metric tonnes/year is right where we were just a few years ago." 

Murti, Sankey, Townshend, McGlone... Tonight ZeroHedge hosts expert panel on black gold.

This marks China's first purchase of U.S. soybeans from this year's harvest and comes after the world's second-largest economy had pivoted away from American supplies in favor of Brazilian and Argentine beans.

"Politicians and special interest groups have traded energy independence for a delusional climate cultist ideology, and every Maryland family is paying the price with skyrocketing bills and a rapidly dwindling..." 

"BRAZIL coffee exports are in near FREE-FALL for this entire year, running..."