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Codelco Pauses Copper Mine; BP Profit Hits $5.7B; BDI Jumps 3.3% to 2,936
Codelco Pauses Copper Mine; BP Profit Hits $5.7B; BDI Jumps 3.3% to 2,936

Season 3 Episode 22

Codelco halts expansion at the El Teniente copper mine and clean copper treatment charges drop to minus $170 per metric ton, while BP reports Q2 prof…

2 months, 3 weeks ago

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Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.
Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.

Season 3 Episode 21

London Metal Exchange zinc spiked to near four-year highs of $3,703.50 per ton as visible inventories fell to two days of global demand amid concentr…

2 months, 3 weeks ago

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War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals
War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals

Season 3 Episode 20

Global energy markets grapple with war-induced refining bottlenecks pushing plant utilization past ninety-seven percent alongside an OPEC+ output bum…

2 months, 4 weeks ago

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Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs
Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs

Season 3 Episode 19

West African cocoa supplies face a severe 16% contraction while global energy routes brace for disruption following drone strikes near the Suez Canal…

3 months ago

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US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise
US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise

Season 3 Episode 18

U.S. commercial crude stocks fell by 7.2 million barrels to their lowest level since 2018 amid Middle East conflict escalation, while CME warehouses …

3 months ago

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6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit

Season 3 Episode 17

OPEC+ prepares to pause production hikes leaving two million barrels per day offline, while PJM Interconnection confronts a six point eight gigawatt …

3 months ago

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US Crops Fall to 63%, Freight Hikes, Oil Fees & LME Zinc Surges
US Crops Fall to 63%, Freight Hikes, Oil Fees & LME Zinc Surges

Season 3 Episode 16

Record heatwaves strain global crop yields as USDA drops corn and soybean ratings to 63% and EU wheat forecasts fall 7%. Freight costs spike across t…

3 months ago

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Aluminium Output Down as Grain Exports Double & Oil Risks Grow
Aluminium Output Down as Grain Exports Double & Oil Risks Grow

Season 3 Episode 15

Russian seaborne grain exports doubled to nearly three million metric tons in June, capping a bumper shipping season even as Red Sea transit dropped …

3 months ago

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LNG Outages, US Wheat, 1.3Bt Iron Ore Demand, & PJM Grid Stress
LNG Outages, US Wheat, 1.3Bt Iron Ore Demand, & PJM Grid Stress

Season 3 Episode 14

Shipowners have halted port calls in Ukraine following missile strikes on Odesa, while Rhine River water levels have dropped to shallow extremes, for…

3 months, 1 week ago

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Record Coffee, Novorossiysk Night Ban, Oil Shortage & Rare Earths
Record Coffee, Novorossiysk Night Ban, Oil Shortage & Rare Earths

Season 3 Episode 13

A night-time vessel ban at Russia’s Novorossiysk port drove Euronext wheat futures up 4.5%, while escalating Middle East conflict expanded 2026 globa…

3 months, 1 week ago

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