commodities


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.


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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..." 


Iraq To Restart Kurdistan Oil Exports On September 27

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"DNO is pleased that exports of oil from the Kurdistan Region have been unlocked and will now flow to international markets"


Chinese Oil Import Port Targets Shadow Fleet Tankers

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Several terminal operators in China’s Shandong province plan to ban entry to old vessels and such with fake or suspicious certificates in a move that appeared to be aimed at the shadow fleet.


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Oil Prices Set For Sharpest Weekly Jump Since Israel-Iran War

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Crude oil prices today were set for their sharpest weekly rise since early June, when Israel launched a missile strike on Iran. This time, the jump was triggered by the news that Russia would introduce curbs on diesel exports


Trump To Bail Out Farmers With Tariff Money, Will Investigate Seed & Fertilizer Companies Over Jacked Prices

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"We're going to give it to our farmers..."


Space Gold Rush: Inside The Race To Mine "Quadrillions of Dollars" From Asteroids

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Get to work Beltalowdas...


Which Countries Buy The Most US Coal?

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The U.S. exported 97.6M tonnes of coal in 2024, representing 25% of its domestic coal production...


Arabica Coffee Prices Soar As Analyst Warns Of "Weather Disasters" Risk Denting Global Production

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"... there is ZERO POSSIBILTY for global production to recover until 2030 and it's a FACT that The World IS Running Out of Coffee !!"


Oil Needs $63 A Barrel To Bring Marginal Production Online

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In commodities, near-term prices are often set by inventory levels while long-term prices are determined by the marginal supply cost


Ukrainian Kamikaze Drone Attacks Slash Russian Refining Capacity

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...estimate that drone attacks took out about 0.3mb/d of Russia refining capacity in August and in September so far.


Iron Ore Price Volatility Now At 2008 Low 

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"In our opinion, one of the key drivers of this stability is a change in buying behaviour in China, supported by widespread..." 


What Does Dr. Copper Say?

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... this indicator is once more highlighting risks that broader markets may be overlooking.


Iron Ore Hits Six-Month Highs Despite UBS Calling It "Least Discussed" With Investors

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"I would flag that the team has seen strong demand for the UBS Gold Miners Basket {UBXXGOLD} amid the frenzy. Iron Ore remains..." 


Goldman Makes The Case For Commodities As A Macro Tail Hedge

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...commodities might be increasingly used as leverage via tools such as export restrictions and sanctions, not to mention the risks of physical supply disruption that we have seen play out in previous episodes...


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Anglo American, Teck Resources Mega-Deal Will Create "Compelling, Large-Scale Copper Business" 

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"The combination will result in a compelling, large-scale copper business, we think, with zinc and iron ore exposure, too."


Saudi Arabia Leads OPEC Output Increase

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OPEC crude production rose by about 400,000 barrels per day (bpd) in August, reaching 28.55 million bpd, according to a Bloomberg survey published on Wednesday.


U.S. Puts Crosshairs On Chinese Precursor Chemicals Fueling Mexico's Narco-Terror Networks

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"We can now strike faster and hit harder."


ConocoPhillips To Slash Up To 25% Of Workforce

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"Employees received an email this morning containing a video message from CEO..."