Analysis: Commodities

China's food security dream faces land, soil and water woes

China, the world's biggest agriculture importer, has set targets to drastically reduce its reliance on overseas buying over the coming decade in line with its push for food security, but they will be...

Copper squeezed in the United States but China has plenty: Andy Home

The London Metal Exchange copper price hit a record nominal high of $11,104.50 per metric ton on Monday. The London market is playing catch-up with its U.S. peer CME Group, where a...

Copper squeezed in the United States but China has plenty: Andy Home

The London Metal Exchange copper price hit a record nominal high of $11,104.50 per metric ton on Monday. The London market is playing catch-up with its U.S. peer CME Group, where a...

Citigroup Analysts Believe U.S. Natural Gas Futures Rally Has Run its Course -- OPIS

Front month Henry Hub natural gas futures have risen 40% so far in May, but Citigroup's commodities team believes the rally has run out of steam. The bank recommended a neutral position on natural...

Australia's LNG sector is long-term bullish, but needs a carbon price: Russell

Australia's natural gas producers are increasingly confident that their fuel is vital to the energy transition and will play a role across Asia up to and beyond the 2050 net-zero emissions targets of...

Australia's LNG sector is long-term bullish, but needs a carbon price: Russell

Australia's natural gas producers are increasingly confident that their fuel is vital to the energy transition and will play a role across Asia up to and beyond the 2050 net-zero emissions targets of...

Nymex Overview : Petroleum Futures Ease on Mixed Signals in Global Markets -- OPIS

Petroleum futures were modestly lower at midday Tuesday after bouncing off sharper, early morning declines. Ahead of the extended U.S. Memorial Day weekend, there are few signs that gasoline...

Commodities Overview: Metals are the hot commodity

Each week, the Commodities Overview gives you the opportunity to review the latest news in the commodities markets and gain a better understanding of price movements in energy, metals and agricultural...

Wheat retreats from recent rally, but global supply woes limit losses

Chicago wheat futures eased on Tuesday after climbing almost 6% in the previous session, although lower U.S. winter crop ratings and frost damage in Russia are likely to limit losses. Soybeans and...

Copper's record run at risk as US shipments calm speculator frenzy

Copper's lightning rally to record highs may not be sustainable in the coming weeks, with action concentrated on the shipment of material to cover exposed short positions in the U.S. Comex futures...

Ferocious CME copper squeeze presages future turbulence: Andy Home

The copper rally turned ugly this week, morphing into a ferocious short squeeze on the U.S. contract operated by CME Group. CME cash copper hit a record high of $5.1775 a lb, or $11,414...

Ferocious CME copper squeeze presages future turbulence: Andy Home

The copper rally turned ugly this week, morphing into a ferocious short squeeze on the U.S. contract operated by CME Group. CME cash copper hit a record high of $5.1775 a lb, or $11,414...

The outlook for resources, May 2024

Perennial Partners Portfolio Manager and Resources Analyst Sam Berridge discusses the outlook for resources.

China iron ore imports likely at peak, demand composition to shift: Russell

China's demand for imported iron ore has most likely peaked, but the composition of future imports are likely to shift as the world's biggest steel producer seeks to decarbonise. China,...

Investors abandon bullish case for US gasoline: Kemp

U.S. gasoline prices and refining margins have come under pressure as inventories deplete more slowly than normal for this time of year, indicating supplies are plentiful, and undermining the bullish...

Analysis : U.S. Gasoline Marketers May Face Tough Demand Challenge in June -- OPIS

Baseball fans are familiar with the term June swoon. And U.S. refiners and fuel marketers are worried that description could apply to their businesses should gasoline demand remain weak. Gasoline...

ICE Canada Weekly Outlook : Strong Market Running Into Resistance

WINNIPEG, Manitoba--ICE futures canola contracts ran into resistance after hitting their highest levels in five months on May 13, with a fresh catalyst likely needed to keep values pointed higher. ...

Commodities Overview: Oil slips, copper rises and wheat soars

Each week, the Commodity Overview provides an outline of the latest developments in the commodities markets to help you better understand the fluctuations in the prices of energy, metals and...

Nymex Overview : Gasoline Futures Rise Following EIA Report -- OPIS

Gasoline futures were advancing while crude and diesel contracts bounced off earlier declines to struggle close to positive territory Wednesday following the release of bullish federal inventory and...