Commodities
LATEST NEWS FROM COMMODITIES
Commodities
The commodities supercycle is here. How might investors participate?
Commodities supercycles can reshape markets for years, if not decades. We appear to be in one again, as the Iran war has amplified several long-term bullish trends. The question fo...
Commodities
Trump returns to weary and failing playbook with Hormuz blockade threat
Escalate to de-escalate is a well-worn playbook employed by U.S. President Donald Trump, and no doubt global crude oil markets are hoping his promise to blockade the Strait of Horm...
Commodities
LME traders were pricing the wrong metal supply crisis
Metals traders started the year worrying about a looming supply crunch in copper but ended the first quarter facing a very imminent supply crisis in aluminium.
Commodities
Unloved battery metal lead has new financier friends
Lead is the battery metal no one wants in the age of electrification.
Commodities
A riskier Mideast will drive Big Oil toward new frontiers
Oil companies will have to look further afield for new fossil fuel resources now that the Iran war has dented the investment allure of the energy-rich Middle East. Higher oil price...
Commodities
Crude oil and LNG supply are at risk of the worst-possible scenario
A month after U.S. and Israeli strikes on Iran, global markets for the supply of crude oil, refined products and liquefied natural gas are already in the second-worst possible scen...
Commodities
Gulf war rattles petrodollar foundations
Whatever the outcome of the Iran war, one question is already inescapable for the Gulf's energy-rich economies: is the U.S. security umbrella still worth the price?
Commodities
Which firms will clean up after the Iran war is finally over?
When the missiles and drones eventually stop flying in the U.S.-Israeli air strikes against Iran, a new contest is likely to get underway: the scramble for contracts to rebuild dam...
Commodities
Iran war fuel crisis gives electric cars a long-term boost
U.S. President Donald Trump is a renowned champion of fossil fuels, but the lasting legacy of the war against Iran is likely to be an acceleration of the energy transition, especia...
Commodities
Iran war deals harder blow to natural gas than oil
At first glance, the Iran war appears to be hitting oil and gas with equal force, as missiles, drone strikes and shipping disruptions choke flows through the Strait of Hormuz.
Commodities
Every missile fired over Iran is burning through US tungsten stocks
The U.S. and Israel have used thousands of munitions in their air campaign against Iran. Most, if not all of them, contain tungsten - a super-hard metal that allows missiles to pen...
Commodities
Trump's Iran war oil shield is cracking
U.S. President Donald Trump went into the Iran war convinced that America’s vast oil wealth would insulate the country from the kind of energy shock now battering much of the world...
Commodities
Crude oil's Catch-22: Pricing for Trump TACO trade makes it less likely
The crude oil futures markets are still largely pricing for an early resolution to the conflict in the Middle East that results in the full re-opening of the Strait of Hormuz.
Commodities
Iran war rattles the global aluminium supply chain
The U.S.-Israeli war on Iran is now in its third week and its impact on Gulf aluminium production and exports is accelerating disruption across an already fragmented physical suppl...
Commodities
Iran's $200 oil threat isn't that far-fetched
Iran’s threat to send oil prices to $200 a barrel may sound like bombast, but as the energy crisis drags on, that outcome looks more likely than U.S. President Donald Trump’s predi...
Commodities
Oil markets' bet on a brief Iran shock is about to be tested
The relatively modest jump in oil prices in the wake of the U.S.-Israel warwith Iran suggests investors are betting that the disruption to oil supplies from the Middle East will be...
Commodities
OPEC+ crude output boost ignored with duration of Hormuz disruption key
The OPEC+ decision to lift crude oil output by 206,000 barrels per day (bpd) from April is probably the least consequential decision the group has made in nearly a decade of existe...
Commodities
Iran war throws oil market into biggest crisis in decades
Global energy markets face one of their gravest shocks in decades as joint U.S. and Israeli strikes on Iran and Tehran’s retaliatory missile attacks across the Gulf disrupt oil exp...
Commodities