COMMODITIES

Qatar Says Iran Strikes Cut 17% of LNG for 3–5 Years

What Happened Qatar’s state-owned QatarEnergy said Iranian attacks damaged key export infrastructure and will sideline a meaningful slice of the country’s liquefied natural gas supply for years. The company’s CEO and state minister for energy affairs, Saad al-Kaabi, said the strikes knocked

South Pars Attack Puts Global Gas Supply Back in Focus

What Happened in the Gulf Energy Complex An Israeli attack hit Iran’s main energy asset, the South Pars natural gas field, along with infrastructure around the nearby Asaluyeh processing hub. Iran responded with attacks on energy targets across the Middle East, marking a sharp

Iran Conflict Squeezes Fertilizer Supply as Urea Prices Jump

What Happened: A Shipping Chokepoint Turns Into a Fertilizer Shock As the U.S.-Israel war with Iran moves into its third week, fertilizer markets are feeling the impact in real time. The disruption is not just about one country’s exports. It’s

Nth Cycle Signs $1.1B Lithium, Nickel Offtake With Trafigura

What Happened Critical metals refining company Nth Cycle said it signed a 10-year binding offtake agreement to supply nickel and lithium carbonate to commodities trader Trafigura, valued at about $1.1 billion. The deal was signed on the sidelines of the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo, placing it

Gulf Oil Exports Sink 60% as Hormuz Stays Largely Closed

Gulf Oil Exports Sink 60% as Hormuz Stays Largely Closed

What Happened in the Gulf Daily oil exports from the Middle Eastern Gulf have dropped sharply in the week ending March 15, as the Strait of Hormuz remained effectively closed and producers faced disruptions and output cuts tied to the

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