Commodities Videos
Commodities Videos
Commodities Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The video uses a bottle of European wine to illustrate the lagging effects of President Donald Trump’s trade war, focusing on the 10‑percent tariff imposed on EU wines in April 2018 and its subsequent increase to 15 percent before being reset. Prices have risen unevenly: a French Lu Valley bottle climbed from $32 to $36.50, while other labels such as Chianti Classico show little change. Importers mitigated the shock by stockpiling inventory and sharing duties with foreign suppliers, allowing retailers to absorb costs temporarily. The Supreme Court’s recent strike‑down of Trump’s preferred tariffs prompted an immediate reinstatement at the original 10 percent, with the president hinting at further hikes. Economists note that the previous wave of wine tariffs took roughly a year to appear on shelves, suggesting the current cycle may follow a similar timeline. Consumers should expect broader price adjustments as new shipments arrive with the tariff attached, and the episode underscores how trade measures can delay but eventually feed into inflation, influencing both supply chains and retail strategies.
The interview with Itafos CEO David Delaney centers on a looming fertilizer crisis that could cascade into a broader food security challenge. He outlines how geopolitical tensions—most notably the closure of the Strait of Hormuz—and China’s suspension of phosphate exports...
The video examines how a sharp rise in crude oil prices could reignite U.S. inflation, featuring insights from Daiwa Institute senior researcher Yasaku Daisuke. U.S. consumer‑price index rose 2.4% year‑over‑year in the first two months, with oil adding roughly 0.6 percentage...
Asia's oil‑supply shock stems from its heavy reliance on Middle‑Eastern crude, about 60 % of regional imports, and the recent suggestion by former President Donald Trump to buy U.S. oil. The video explains why a swift shift is impractical. Asian refiners face...
Soybean futures closed modestly lower on April 2, breaking away from the recent rally in crude oil. The market opened down after the president’s address, briefly rallied alongside a $3 jump in oil, then faded, ending the session in negative...
Gene Seroka, executive director of the Port of Los Angeles, told CNBC Squawk Box Asia that soaring bunker fuel costs and record‑high diesel prices are reverberating through the entire supply chain. He noted that bunker fuel has roughly doubled in...
The video examines how armed conflict influences gold prices, challenging the common belief that wars automatically push gold higher. While gold is traditionally viewed as a safe‑haven, the presenter explains that a small but significant group of market participants in the...
The episode of Metals in Motion examines how the escalating Iran conflict and broader energy‑security concerns are reshaping demand for critical materials. Host Thalia Hayden and Sprat Asset Management’s Steve Schaall explore why investors should reassess allocations to metals such...
Chief investment strategist Sam Stovall of CFRA Research addressed investors’ concerns about oil markets, the Iran‑related Strait of Hormuz shutdown, and the broader equity outlook amid the upcoming presidential address. He warned that oil will likely linger around $80 a barrel...
The interview with strategic investor Michael Gentile focuses on the current macro backdrop—soaring U.S. debt, volatile gold prices, and the prospect of negative real rates—as a catalyst for a new bull market in precious metals and junior mining equities. Gentile highlights...
Kazatomprom, the world’s largest uranium producer, outlined its 2026 production target of 27.5‑29 kilotons (71‑75 million pounds) and discussed the ongoing sulfuric‑acid supply issue that underpins leaching operations. The company said a third in‑house sulfuric‑acid plant, slated for completion in Q1 2027, will satisfy...
In a candid interview, Jeremy Gray, head of Pure Tungsten, highlighted the meteoric rise of tungsten prices, which have surged from $30,000 a ton eighteen months ago to $300,000 today, with some analysts even forecasting a $1 million per ton peak....
The video examines how the Iran‑Iraq conflict is sending jet‑fuel prices soaring, prompting airspace closures and widespread flight cancellations that ripple through the global aviation network. Bloomberg’s Donny Lee notes oil prices have risen more than five percent, but the...
In a recent interview, value‑investor Jonathan Wellum explains why he isn’t rattled by recent gold price dips, emphasizing a long‑term perspective that looks beyond short‑term volatility. Wellum notes that gold has surged dramatically over the past two years, with a sharp...
Markets rarely operate in isolation, yet the corn‑ethanol and soybean‑oil links illustrate a direct commodity‑energy nexus. Around 40% of the U.S. corn crop—about 15 billion gallons of ethanol annually—feeds the renewable fuel standard, tying gasoline price swings to corn futures on...
The video warns of an imminent supply "train wreck" as next‑generation AI chips from Nvidia, AMD and peers will require dramatically more copper, rare‑earths and other critical minerals than today’s devices. A bottom‑up forecast predicts roughly 256,000 tons of copper will...
The video examines the confluence of rising recession forecasts from major banks and a sharp jump in crude oil prices to around $102 per barrel, asking whether the market can profit regardless of the outcome. Goldman Sachs now sees a 30%...
Crude oil prices have settled above $110 per barrel as the West Asia conflict sustains supply disruptions and market volatility. The price surge inflates India’s oil import bill, potentially pushing monthly costs beyond $15 billion. In a CNBC‑TV18 interview, UNEP’s Erik...
John Feneck, CEO of FC Consulting, returned to Palisades Gold Radio to reiterate his bullish stance on defense metals, especially tungsten, antimony, and rare earths. He argues that China’s 81% control of tungsten production makes the market highly opaque and...
The video warns that Taiwan’s airline tickets are set to become more expensive as the government’s fuel surcharge policy takes effect next week. Airlines will raise the short‑haul surcharge from roughly NT$17 to NT$45 and the long‑haul surcharge from about NT$45...
The video examines how the shutdown of the Strait of Hormuz reverberates far beyond oil, highlighting disruptions to helium and fertilizer shipments that underpin critical sectors of the global economy. While oil dominates headlines, roughly a third of the world’s...
The USDA’s March quarterly stocks and acreage report released on the last trading day of the quarter sparked a rally in soybean futures, while corn and wheat contracts saw modest gains. The report showed soybean planting intentions at 84.7 million acres, roughly...
Cattle markets closed March on a high note as feeder cattle futures surged $19.27, marking the strongest monthly gain in the quarter. June live cattle contracts climbed $3.70 to 24,327, while May feeder cattle rose 5.15% to 36,647. Meanwhile, the most‑traded...
The March 31 closing market report covered the USDA’s prospective plantings and grain‑stocks releases, the EPA’s final renewable‑fuel volume obligations, and a brief hog‑inventory update. Todd Gleason of the University of Illinois Extension highlighted that 95.3 million acres of corn are slated...
The video examines Egypt’s escalating bread prices and the strain on its long‑standing wheat subsidy, a program that costs billions each year as the country remains the world’s largest wheat importer and the highest per‑capita bread consumer. Rising global wheat costs—exacerbated...
The video examines an unprecedented 11% plunge in gold—the steepest weekly drop in 43 years—occurring amid the U.S.‑Iran conflict and soaring oil prices. Historically, wars boost gold’s appeal as a refuge, yet this episode defied that pattern, prompting a deeper...
The Philippines announced the arrival of a 142,000‑barrel diesel shipment from Japan, a relief measure amid a severe regional fuel shortage that prompted Manila to declare a national energy emergency last week. The emergency stems from the country's heavy reliance—over 90%—on...
The Pulse focused on President Trump’s apparent shift on the Iran‑Israel conflict, noting his willingness to wind down U.S. military actions even as the strategically vital Strait of Hormuz remains effectively shut. The discussion followed a recent Iranian drone strike...
The segment focused on how the ongoing Iran‑Israel conflict is jolting oil markets while sparking broader economic and regulatory ripples across Europe, Asia and Australia. Brent and WTI prices surged roughly 50% after the February 28 missile strikes, then whipsawed on...
The video examines how the ongoing Iran‑Russia conflict is reverberating through global energy markets, pushing up both electricity tariffs and gasoline prices for everyday consumers. It explains that fuel retailers price based on the replacement cost of crude, not the historical...
The market spotlight today is on West Texas Intermediate (WTI) crude futures, which surged to $103.40 per barrel – a roughly 4% intraday gain that pushes the contract to its highest level since June 2022. The rally marks a fourth...
Gold futures climbed for a second consecutive session on March 30, 2026, rebounding toward the top of their one‑week range. The contract settled around $4,545, roughly 0.5% higher and just 1% below the weekly peak of $4,587. The rally was driven...
France 24’s report spotlights Nigeria’s soaring gasoline prices, which have surged 65% since the Middle East conflict erupted, despite the country being Africa’s top crude producer and recently commissioning the massive Dangote refinery. The story underscores how global energy shocks and...
The program opened with a clear focus on the latest surge in crude oil, which pushed prices above $103 a barrel, and its ripple effects across grain and livestock markets. Hosts highlighted that while oil’s rally bolstered risk‑on sentiment, the...
The video warns that Asia’s energy crunch may eclipse the disruptions caused by the COVID‑19 pandemic, attributing the strain to the ongoing Ukraine war and broader geopolitical tensions that have choked fuel supplies across the region. Within weeks, economies from Pakistan...
Real Vision’s Macro Mondays episode examines how rising U.S.-Iran tensions are jolting oil markets and rekindling inflation worries. Hosts Andreas Steno Larsen and Mikkel Rosenvold dissect the ripple effects on global growth, central‑bank policy, and risk assets. They argue that...
The discussion centers on the recent surge in gold volatility, which has breached the 40‑point threshold – a level only seen twice in the market’s modern history, during the 2008 financial crisis and the early pandemic. Participants note that inflation...
The video discusses how the Houthi militia’s decision to join the Israel‑Hamas conflict is reshaping energy markets, especially by bringing the Red Sea into the geopolitical risk calculus. Following a weekend missile launch toward Israel, oil futures jumped to about $115...
The weekly wrap episode titled “The Shock No One Can Price” focuses on the current oil supply shock, its rapid price surge and the cascading effects on inflation and consumer spending. Bob Elliott explains that oil demand is highly inelastic; removing...
FBN released its 2026 Planting Intentions Report on Tuesday, a week before the USDA’s Prospective Plantings data. The survey, conducted with over a thousand respondents, offers an early look at how U.S. corn and soybean acres may be allocated for...
The video revisits lithium’s market dynamics, arguing that the sector is entering a new, structurally bullish phase. Host Antonio introduces Chris Williams, a former oil‑and‑gas engineer turned lithium analyst, who outlines a 20%+ annual demand growth driven by electric‑vehicle (EV) rollouts,...
The Federal Reserve left interest rates unchanged this week, warning that inflationary pressures remain uncertain. Meanwhile, the ongoing conflict in Iran is pushing up global fertilizer and fuel prices, tightening cost pressures for farmers and manufacturers. First‑time homebuyers are being...
The video focuses on the emerging fertilizer price shock triggered by heightened tensions in the Middle East, specifically the disruption of shipping through the strategic Strait of Hormuz. Analysts warn that the choke point has curtailed the flow of key...
Joe Cavatoni said the dramatic 30% rally in gold earlier this year was driven less by fundamentals than by momentum and speculative flows—particularly leveraged and accumulator trades emanating from Asian markets—as silver finally began to catch up. That surge, he...
Live Cattle and Feeder Cattle futures posted strong weekly gains, climbing roughly 2% and 1.5% respectively, even as equities moved into a risk‑off stance. Lean Hog futures also rallied after a favorable Hogs and Pigs report, while wholesale boxed‑beef prices...
The video features Steven Feldman and Joe Cavatoni analyzing why gold prices fell immediately after the Iranian missile strikes, despite an initial surge. They explore the interplay between geopolitics, oil markets, and investor behavior. Their analysis notes that the first reaction...
On Open Position, Wealthon's Steven Feldman interviews Joe Cavaton, senior market strategist at the World Gold Council, about gold’s unique market role and his transition from institutional asset management to a gold-focused advocacy group. Cavaton explains that his move built...
The week ahead pivots on President Trump’s revised April 6 deadline for Iran, which delays the next phase of strikes on Iranian energy assets. The extension, granted at Tehran’s request, keeps the Strait of Hormuz partially closed and sustains historic oil‑supply...
The video argues that elite traders prioritize capital‑flow metrics over daily headlines, leveraging Barchart’s sector‑performance tools to gauge where money is moving across the S&P’s eleven industries. By examining three‑month sector returns, the presenter notes the energy sector’s 34% gain—well before...
Thai diesel prices jumped by 6 baht per litre, roughly $0.17, according to Thai PBS World. The increase follows recent adjustments in global oil markets and domestic tax revisions. Retail stations across Thailand are reporting the higher rates, affecting both...
