commodities


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." 

 


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.”


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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...


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..." 

 


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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.

 


Trump Plans Up To $14 Billion Farm Bailout Amid China Pivot To Brazil, WSJ Says

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Sources said the aid package would focus on soybean farmers across... 


EIA Data Shows Record US Oil Output After Major Upward Revision

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The EIA just delivered a statistical shock: July’s monthly data shows U.S. total liquids output hitting a record 21.218 million barrels per day, nearly 500,000 bpd higher than the agency’s weekly estimates had implied.


China Pivots To Brazil, Squeezing U.S. Farmers As Trump Plans Relief Fund

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"For decades, more than half of all U.S. soybeans went to China, the world's biggest buyer. But this year, as trade talks between..."