commodities
Sources said the aid package would focus on soybean farmers across...
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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"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..."
"DNO is pleased that exports of oil from the Kurdistan Region have been unlocked and will now flow to international markets"
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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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
"We're going to give it to our farmers..."
Get to work Beltalowdas...
The U.S. exported 97.6M tonnes of coal in 2024, representing 25% of its domestic coal production...
"... there is ZERO POSSIBILTY for global production to recover until 2030 and it's a FACT that The World IS Running Out of Coffee !!"
In commodities, near-term prices are often set by inventory levels while long-term prices are determined by the marginal supply cost
...estimate that drone attacks took out about 0.3mb/d of Russia refining capacity in August and in September so far.
"In our opinion, one of the key drivers of this stability is a change in buying behaviour in China, supported by widespread..."
... this indicator is once more highlighting risks that broader markets may be overlooking.
"I would flag that the team has seen strong demand for the UBS Gold Miners Basket {UBXXGOLD} amid the frenzy. Iron Ore remains..."
...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...

"The combination will result in a compelling, large-scale copper business, we think, with zinc and iron ore exposure, too."
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.
"We can now strike faster and hit harder."
"Employees received an email this morning containing a video message from CEO..."









































