Commodities Blogs and Articles
Commodities Blogs and Articles
Commodities Pulse
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Every morning
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Tuesday recap
The latest Middle East flare‑up, especially threats to the Strait of Hormuz, is reigniting concerns over oil supply reliability. Governments and investors are accelerating domestic solar projects as a hedge against future fossil‑fuel disruptions. Because photovoltaic panels are the single largest industrial consumer of silver—using over a quarter of annual output—the conflict is also pushing silver prices to a resilient $70‑$75 per ounce floor. At those levels, silver miners are reporting free‑cash‑flow margins comparable to high‑tech firms, reshaping the hard‑asset investment narrative.
Australian policymakers have slashed diesel excise and GST in an effort to blunt rising fuel costs for households. The authors argue that the tax cuts provide only temporary relief while ignoring the deeper problem of dwindling diesel supplies and rising...
Poland’s central bank head clarified that, despite talk of selling gold to fund defence spending, the government has no intention to do so. In contrast, Turkey’s central bank is actively using gold leases and swaps with commercial banks, turning the...
The Macro Butler podcast highlights how dwindling natural‑gas supplies are triggering a cascade of disruptions across global grain markets. With fertilizer production hampered, crop yields are falling, pushing food prices higher and stoking social unrest. The episode warns that without...
A recent Substack post highlights an accelerating global fuel shortage, with diesel tankers diverting from Europe to Asia and spot diesel prices at Rotterdam soaring to $223 per barrel. Data shows a sharp decline in oil-in-transit volumes while commercial crude...
In a recent video interview, energy analyst Mario Innecco warned that escalating tensions in the Persian Gulf could trigger a significant disruption to global oil and LNG supplies. He outlined how regional naval confrontations, sanctions, and production bottlenecks could tighten...
The S&P 500 rallied after former President Trump said he would end the Iran conflict within weeks, lifting the index above 6,500. Gold, silver and mining stocks also recovered, though they remain well below their recent peaks. Analysts view the move...
Energy shortages are tightening the link between fuel and food, as dwindling natural‑gas supplies curb fertilizer production and push grain yields lower. Recent OPEC output cuts and geopolitical tensions have driven natural‑gas prices up 40% year‑over‑year, squeezing agricultural margins. The...
The blog warns that Iran’s war has spilled beyond the Middle East, with the Strait of Hormuz blocked—shutting a chokepoint that moves roughly 20% of global oil and LNG and pushing crude above $100 a barrel. Iranian drones and missiles...
Escalating tensions between Iran and regional rivals are reverberating in Australia as oil markets tighten. Treasury modelling predicts the conflict could lift inflation by about 1.25 percentage points and shave roughly 0.6% off medium‑term GDP growth. Fuel prices may spike...
The U.S. Department of Energy approved a 22% increase in LNG export capacity at the Elba Island terminal, adding 28.25 billion cubic feet per year (Bcf/yr) for non‑free‑trade‑agreement destinations. This raises the terminal’s authorized volume from 130 Bcf/yr to roughly 158 Bcf/yr, with...
U.S. benchmark WTI has surged above Brent, flipping the long‑standing pricing hierarchy and signaling acute market dislocation. The inversion stems from immediate supply scarcity driven by heightened tensions in the Strait of Hormuz and lingering Russian export constraints. Front‑month WTI...
China Mineral Resources Group (CMRG), a central‑government entity, is confronting BHP Group in a high‑stakes battle over iron‑ore pricing, aiming to convert China’s massive consumption into pricing power. The dispute centers on the $190 billion global iron‑ore market, the world’s most...
Don Durrett’s April 2 monthly recap highlights sharp declines across major commodities and equities. Gold (AU) fell 20% to $4,506 per ounce, while silver (AG) dropped 43% to $69. The HUI mining index slipped 26% to 718, the S&P 500...
The Bespoke Report for April 2, 2026 highlights that oil prices are the primary constraint on equity market movements, especially after a volatile first quarter. Energy stocks posted extraordinary gains and losses, driven by geopolitical tensions and shifting supply dynamics. The newsletter...
