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US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks
Season 3 Episode 72
United States copper inventories swell past 1.6 million metric tons amid looming tariff deadlines, while European buyers face record $347 premiums. G…
2 weeks ago
France Maize at 7.3Mt, OPEC Adds 900k bpd, Aluminium Levels, & Rio Tinto $5B
Season 3 Episode 71
Severe drought cuts French grain maize harvest projections to a multi-decade low of 7.3 million metric tons as China's expanding domestic crop curbs …
2 weeks, 1 day ago
EU Gas Jumps 150%, Steel Demand Shrinks 0.1%, and China Buys LME Storage
Season 3 Episode 70
European natural gas benchmarks have surged 150% as military conflict traps 20% of global LNG in the Persian Gulf, forcing European storage to season…
2 weeks, 2 days ago
US Copper Swells, Diesel Drops 5%, Record Palm Oil & Hurricane Isaias
Season 3 Episode 69
Commercial copper inventories in the United States breach 1.1 million metric tons on tariff arbitrage, while Hurricane Isaias knocks out 72% of Gulf …
2 weeks, 3 days ago
Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival
Season 3 Episode 68
Russian grain export capacity surges 170% through Baltic terminals amid Black Sea strikes, while US farm debt hits a record $605 billion with mountin…
2 weeks, 6 days ago
Shell Eyes $42 Refining Margin, Tin Above $50K, Hormuz Shipping at 2-Month Low
Season 3 Episode 67
Physical trade across global commodity sectors faces acute dislocation as tanker transits through the Strait of Hormuz drop to seven vessels, driving…
3 weeks ago
Oil Buffers Strain, Gold Targets $5,014, Black Sea Freight & El Niño
Season 3 Episode 66
Precious metals delegates forecast gold climbing toward $5,014 an ounce while mining consolidation stalls over valuation disputes, as global commerci…
3 weeks, 1 day ago
6M Barrel Oil Gap, EU Grain Rates, $5,330 Gold, & US Harvest Lags
Season 3 Episode 65
Global commodity balances tighten as crude holds above $100 per barrel amid a six-million-barrel daily refined fuel shortfall, while central bank acc…
3 weeks, 2 days ago
Food Near 4-Yr High, G7 100M Bbl Oil Plan, $54B Copper & Ukraine Sowing
Season 3 Episode 64
Group of Seven nations have agreed to release 100 million barrels of emergency crude and diesel to counter wartime fuel inflation, even as Middle Eas…
3 weeks, 3 days ago
US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders
Season 3 Episode 63
Washington delivers a 120-million-barrel emergency diesel ultimatum to Europe as Asian gasoline cracks surge to an all-time record of $50.53 a barrel…
3 weeks, 6 days ago