commodities


China Buys American Soybeans Before Trump-Xi Meeting 

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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.


Mid-Atlantic Lawmakers Unite In Push To Stop "Climate Cultists" As Power Bill Crisis Worsens 

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"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..." 


"World Is Running Out Of Coffee": Arabica Futures Hit New Highs As Brazil Troubles Worsen 

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


Trump Begins Tackling Cattle Shortage, Urges U.S. Ranchers To Lower Prices

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"The Cattle Ranchers, who I love, don't understand that the only reason they are doing so well, for the first ..." 


Rare Earths Stocks Soar After Mega US-Australia Minerals Deal To Slash Dependence On China

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"In about a year from now, we'll have so much critical minerals and rare earths that you won't know what to do with them." 

 


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New Generation Of Industries Emerges In Texas As Rare Earths Race Ignites

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"There's tremendous growth potential."


Goldman Briefs Clients On China, Rare-Earths, Tariff Threats Ahead Of Trump-Xi Asia Summit

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"Multiple narratives have emerged in media accounts." 


Rare Earth Miner Stocks Slammed After U.S. Defense Department Cancels Cobalt Purchase

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“There are outstanding issues with the Statement of Work that need resolution before offers may be solicited. Upon resolution, solicitation will be re-issued with a new opening and closing date.”


E-Waste Is A Literal Gold Mine

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...the estimated value of metals contained in e-waste was $91 billion, with copper, iron, gold and nickel the most valuable components.


U.S. Soybean Exports Show Signs Of Recovery - Even As China Pivots Elsewhere

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"U.S. exports shipped 994,000 tons of soybeans last week, with major destinations..." 


Concerns Mount Over Europe's Below-Average NatGas Storage Levels Ahead Of Winter

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"Taking into account preliminary weather forecasts, the maximum storage level is unlikely to exceed 85%."


Goldman: $10,000 Is New Price Floor For Copper 

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"We lift our 2026 copper price forecast to $10,500/t (from $10,000) following the Grasberg." 


Trump Signs Order Approving 211-Mile Mining Road In Alaska

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...road will allow access to critical minerals the U.S. needs 'to win the AI arms race against China'...


China's Soybean Boycott - Key Questions Before Trump-Xi Meeting

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"The fallout for farmers has been significant. In 2024, the U.S. made up about one-fifth... "


A Third Of Countries Plagued by "Abnormally High" Food Prices - Brings Risks Of Social Unrest

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Prices globally are at Arab Spring levels. 


Unplanned Flaring Event Reported At Chevron's El Segundo Refinery Following Explosion

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The refinery is situated in the heart of Southern California's military-industrial complex, located down the street from major military bases, and fuels...


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Goldman On NatGas: "From US Congestion Concerns To Tight 2026" 

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Inflection point. 


Oil Prices Set To Jump After OPEC+ Raises Output By Far Less Than Expected

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Scott Shelton at TP ICAP Group said oil prices may rise on Monday by up to $1 per barrel as the November production increase turned out to be modest.


"$8 Gas Concerns Are Real For California": Chevron's El Segundo Refinery Blaze Sparks Goldman Warning

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"CVX headlines and implications… News of the fire at El Segundo (CA) lifting Refining complex higher today – to be very clear – the popular trade from an inbounds perspective has been long West Coast – and you can see that in price performance YTD. $8 gasoline..." 

 


Copper Highest In Year On Supply Disruptions Collide With AI And Power Grid Demand

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And those copper pipes and gutters just got pricier.