Commodities
LATEST NEWS FROM COMMODITIES
Commodities
China is shifting crude oil buying in response to price rally
One of the least talked about dynamics of the global crude oil market is the role China plays in setting a floor and a ceiling for prices.
Commodities
US and China hold the keys to containing a Mideast oil shock
A serious military confrontation between the U.S. and Iran could trigger a major disruption in Middle East oil supplies. The vast oil reserves the U.S. and China hold could prove c...
Commodities
Winners and losers from the rollback of US climate policies
The scrapping of the foundation for U.S. federal climate regulations has upended energy investor narratives that have prevailed so far this decade, and is sparking a re-think on wh...
Commodities
Power trumps tariffs as another US aluminium smelter shuts
U.S. import tariffs haven't been enough to stop the United States losing another aluminium smelter, leaving the country with just five primary metal production plants.
Commodities
Booming LNG exports may get dragged into US cost-of-living debate
U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in t...
Commodities
Asia gobbles up crude oil, but geopolitics is shifting supplier mix
Asia's imports of crude oil are on track to hit a record high in February as the recent strong run continues, but the mix of suppliers is starting to shift in response to geopoliti...
Commodities
BP’s buyback cut is short-term pain that could be Shell’s gain
BP’s decision to scrap buybacks may be painful in the short run, but by prioritising production growth over shareholder payouts it can begin to repair its shaky financial footing.
Commodities
Australia's renewables boom delivers coveted power price payoff
Australia's wholesale electricity prices fell to the lowest in four years in 2025, bucking the rising price trends seen elsewhere and validating claims that renewables-heavy power ...
Commodities
What do oil prices tell us about the market? Not a lot
Global oil markets face increasingly sharp and frequent price shocks as geopolitical tensions, opaque stockpiling and tightening Western sanctions are leaving many traders in the d...
Commodities
India's sponge iron boom rides to rescue South African coal
Finding bullish exporters of thermal coal has been tricky of late given soft prices, lower demand from heavyweight buyers China and India, and for Indonesian miners an additional h...
Commodities
Two things OPEC+ can't control. Trump and China imports
There are two factors that are largely beyond the control of OPEC+ and they are likely to determine the price of crude oil in the coming weeks.
Commodities
What excites and worries LNG exporters in 2026
The year 2025 in the LNG sector will be one for the history books after production and exports of the super-chilled fuel smashed records and raked in billions of dollars in revenue...
Commodities
Is the US uranium market about to go nuclear in 2026?
Growing nuclear power generation alongside reactor construction is tightening the market for uranium - the main fuel used in nuclear power plants - and is setting the stage for a r...
Commodities
US tariff pull on copper drains China's bonded warehouses
China's exports of refined copper surged to record levels last year as the world's top buyer found itself in unusual competition with the U.S. for spare metal.
Commodities
US oil refiners win, Chinese rivals lose in Trump’s Venezuela strike
U.S. refiners will get an immediate boost. A production revival in Venezuela may materialize more slowly.
Commodities
The 2025 energy transition in eight charts: clean wins, dirty setbacks
For supporters of the energy transition, 2025 had plenty to complain about: the scrapping of U.S. clean energy policies, wind droughts in Europe, corporate retreats from wind power...
Commodities
Commodities buffeted by Trump whirlwind seek relief in 2026
Commodities were pelted in 2025 by the whirlwind of tariffs and policies imposed by U.S. President Donald Trump, and while the storm may recede in 2026, the ripples will last some ...
Commodities
Every mineral is critical in the new metals age
The U.S. Geological Survey's (USGS) updated critical minerals list now encompasses 60 different materials, representing around 80% of all the mined commodities on the periodic tabl...
Commodities