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
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
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
The Biggest Reserve Release Ever — and Oil Still Isn’t Breaking Oil futures held near the mid-$80s on Wednesday even after the International Energy Agency announced the largest strategic petroleum reserve release in its history. The coordinated move, backed by
The Quiet Metals War Oil dominates the headlines during geopolitical crises. It moves instantly. Prices spike overnight. Markets react immediately. Inflation expectations change within hours. But wars do not only reshape energy markets. They reshape industrial supply chains. And while
Gold Finds Support as the Dollar Slips Gold edged higher as the U.S. dollar weakened for a third straight session, giving the metal fresh support as traders reassessed the outlook for interest rates. The move came as risk sentiment improved
G-7 Moves to Calm Energy Markets The Group of Seven is sending a clear message to oil markets: if supply conditions worsen, strategic reserves can be used. Following a virtual meeting focused on the conflict in the Middle East and
Oil Prices Jump on Tanker Attack Oil markets surged Thursday after reports that Iran had launched a missile strike on an oil tanker, intensifying fears of disruption to one of the world’s most critical energy shipping lanes. U.S. benchmark West
China Floods the Market With Copper Chinese copper smelters are ramping up output to record levels, swelling global inventories and raising questions about whether the metal’s recent price rally can continue uninterrupted. Refined copper production in China is expected to
LNG Flows at Risk Global natural gas markets jolted higher this week as escalating conflict in the Middle East raised fears of supply disruption through the Strait of Hormuz — a critical artery for global energy trade. The narrow waterway
What Happened: A Shipping Chokepoint Turns Into a Fertilizer Shock As the U.S.-Israel war with
What Happened Critical metals refining company Nth Cycle said it signed a 10-year binding offtake agreement to supply nickel and lithium carbonate to
What Happened in the Gulf Daily oil exports from the Middle Eastern Gulf have dropped
The Biggest Reserve Release Ever — and Oil Still Isn’t Breaking Oil futures held near
The Quiet Metals War Oil dominates the headlines during geopolitical crises. It moves instantly. Prices
Gold Finds Support as the Dollar Slips Gold edged higher as the U.S. dollar weakened
G-7 Moves to Calm Energy Markets The Group of Seven is sending a clear message
Oil Prices Jump on Tanker Attack Oil markets surged Thursday after reports that Iran had
China Floods the Market With Copper Chinese copper smelters are ramping up output to record
LNG Flows at Risk Global natural gas markets jolted higher this week as escalating conflict
