commodities


NatGas Hits Highest Price In Year On "Very Cold Pattern Developing" Across Lower 48 

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"Both the EPS/GEFS is support of a widespread notably below normal pattern for much of the US." 


Great News Consumers: Olive Oil Bear Market Worsens As Harvests Improve 

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"However, the outlook is positive for the coming months..." 

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NatGas Prices Near Breakout Level Ahead Of Cold Blob Invasion

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"Snow potential should come thanksgiving week...." 


Liberal Elite At UN Climate Conference Calls For Meat Tax 

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Even Greta skipped COP29.


What Trump's Victory Means For Oil

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Little agreement on what comes next.


EU Bends The Knee To Trump: We Could Buy More American LNG 

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"Why not replace it by American LNG, which is cheaper..." 


Global Food Prices Re-Accelerate For Second Month As Situation Remains 'Sticky'

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Very sticky. 


Duke Energy Considers Making Coal Power Great Again Under Trump

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"Throughout his campaign, President Trump expressed his unabashed support for American energy,"


Rare Bees Nuke Mark Zuckerberg's Plan For Atomic-Powered AI Data Center

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This is ridiculous...

 


Where Will Gold Trade In 2029 Under A Trump vs Harris Administration

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One thing is dead certain: much higher.


"No Signs Of A Turnaround": Alumina Prices Near Record As Global Supply Chain Snarls Mount

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"Supply challenges on the bauxite and alumina side (site closure, force majeure, and export blockages) from Australia to Guinea..." 


World's Most Consumed Vegetable Oil Hits Two-Year High Amid Sticky Food Inflation

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Food inflation is here to stay...


Russia Reportedly Supplied GEOINT Data For Houthi Assaults On Western Ships In Maritime Chokepoint

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"The data was passed through members of Iran's Islamic Revolutionary Guard Corps, who were embedded.." 


US Signals Defense Guarantees To Saudis As Iran's Crosshairs Could Be On Abqaiq Refinery

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"The Iranian Foreign Minister's ongoing diplomatic flurry in the Gulf notwithstanding, Iran will have little choice but to follow up..." 


Goldman Says "Short CTA/Positioning Unwinds" Behind NatGas Futs Spike

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"The scale of the move is suggestive..." 


Goldman: "Too Furious Ferrous Rally"

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"We thus reiterate our view that iron ore prices need to fall below $90/t to rebalance fundamentals." 


Visualizing The EU's Critical Minerals Gap By 2030

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The European Union’s Critical Raw Material Act sets out several ambitious goals to enhance the resilience of its critical mineral supply chains.


NextEra "Evaluating" Restart Of Iowa's Only Nuclear Plant As 'Next AI Trade' Gains Steam

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"There are only a few nuclear plants that can be recommissioned in an economic way. We are currently..." 


Central Asia Emerges As Epicenter Of Rare Earth Mineral Rush

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Securing reliable and strategic supply chains for rare earth minerals has become a geopolitical battleground for world superpowers...


Massive Lithium Deposits Found In Southwestern Arkansas

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"We estimate there is enough dissolved lithium present in that region to replace U.S. imports of lithium and more..."