Commodities Videos
Commodities Videos
Commodities Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The video explains how used cooking oil is being transformed into sustainable aviation fuel (SAF) and why the industry sees it as a key decarbonisation tool, even as the raw material’s availability proves a bottleneck. Around 80% of SAF today is produced via the HEFA process, which hydro‑processes waste fats into jet‑grade fuel. Europe and the UK have mandated a minimum 2% SAF blend for 2025, climbing to 10% (UK) and 6% (EU) by 2030, with the EU targeting 70% by 2050. In the United States, tax credits aim for 3 billion gallons by 2030 and 35 billion gallons by 2050. However, SAF costs two‑to‑four times conventional jet fuel, and some airlines now pay up to five times more, squeezing thin airline margins. To bridge the cost gap, governments are experimenting with price‑support mechanisms: the UK offers a £4.70‑per‑liter buy‑out, effectively a fossil‑fuel tax, while Singapore will embed a mandatory SAF levy on tickets, ranging from S$1 to S$40 per seat. Meanwhile, new production pathways are emerging—LanzaJet’s ethanol‑to‑jet plant in the U.S. and DG Fuels’ $4 billion Fischer‑Tropsch facility—signaling the first large‑scale plants beyond waste oil. If policy incentives can de‑risk projects and expand feedstock supplies, SAF could become a mainstream jet fuel component, lowering aviation’s 2% share of global CO₂. Absent such support, prices will stay volatile and the industry may struggle to meet aggressive net‑zero targets, shifting the financial burden onto airlines and ultimately passengers.
Peter Zeihan warns that the ongoing conflict in the Persian Gulf, including the closure of the Strait of Hormuz, is set to trigger a sharp contraction in global aluminum supply. He explains that the region hosts six major primary smelters—Saudi...
Spain and Algeria announced a deal that will see the trans‑Mediterranean pipeline operating at near‑full capacity, effectively boosting Algerian gas flows into Spain. The agreement comes as Spain phases out its remaining Russian gas contracts and leans on its sizable...
President Ferdinand 'Bongbong' Marcos Jr. said repealing the oil deregulation law remains a possible option as his administration weighs responses to supply and price risks from the Middle East war. He emphasized the government’s current focus is on immediate relief...
In the latest Energy Shots episode, hosts Joseph Majkut and Kevin Book explain why oil prices hovering around $100 per barrel have become the new norm, replacing the previous $60 benchmark. They break down the macro‑economic drivers—tight supply, geopolitical tensions, and...
April natural‑gas futures extended a third straight rally, closing up about 1.32% despite thin trading. The move was modest, with the contract ranging from $2.918 to $3.025 per MMBtu. The Energy Information Administration reported a 54 billion‑cubic‑foot (Bcf) draw for the week,...
Copper futures reversed the gains made on Tuesday, slipping back toward Tuesday’s close and trading near $5.45 per pound as of the session’s end. The drop follows a 0.33% gap‑down open and a low of $5.4450, representing a 2.09% intraday decline....
The Iran war has disrupted flows through the Strait of Hormuz—including an estimated 20–30% of global fertilizer exports—pushing nitrogen fertilizer prices to their highest levels since the 2022 spike after Russia’s invasion of Ukraine. Higher fertilizer and energy costs are...
Europe faces a fresh energy shock as Iran’s effective shutdown of the Strait of Hormuz chokes the main shipping lane for Middle‑East oil and liquefied natural gas. The blockage has halted LNG cargoes that Europe relies on, especially from Qatar,...
Iran’s blockade of the Strait of Hormuz has proven resilient because Tehran has used asymmetric tools—mines, drones and speedboats—to control a 100-mile waterway that narrows to 21 miles, effectively denying passage without a conventional navy. Reopening the strait would require...
The discussion centers on escalating geopolitical risk in the Strait of Hormuz and its ripple effects across global energy markets. Recent Iranian threats to seize control of the waterway, combined with a renewed US military presence, have reignited concerns that...
Former President Donald Trump used a recent interview to frame the Iran conflict as a test of America’s economic resilience. He noted that the Dow reached 50,000 and the S&P 500 hit 7,000—milestones he said were once dismissed as unattainable—while...
The video examines how the outbreak of hostilities in Iran is expected to reverberate through global agricultural markets by first driving up energy prices. The presenter outlines three transmission channels: higher oil and gas costs raise production, irrigation, and logistics expenses;...
Philippine consumers face steep increases in both cooking gas and electricity as the global oil crisis ripples through local markets. Regulators and industry players warn that LPG prices could jump P35‑P40 per kilo in April, translating to an extra ₱385‑₱440...
The International Energy Agency’s podcast "Everything Energy" highlighted a new 10‑point demand‑side plan aimed at easing oil‑price pressures on consumers amid a Middle‑East shipping disruption. While the agency is coordinating the release of 400 million barrels and urging the swift reopening...
The Palisades Gold Radio interview with analyst David Woo focused on the shifting dynamics of gold amid the ongoing Iran‑United States conflict, which he frames as the first proxy war between the United States and China. Woo argued that gold’s...
The video breaks down the mechanics of Brent crude oil futures, the benchmark most traders use outside the United States. While U.S. markets focus on WTI, Brent contracts are listed on the Intercontinental Exchange (ICE) and are largely cash‑settled, with...
The video examines Thailand’s fuel‑price architecture and mounting pressure for reform, highlighting how the current system blends refinery costs, multiple taxes, a government‑funded subsidy and marketing margins. Four components drive the pump price: Singapore‑linked refinery costs, excise, local and value‑added taxes,...
The video explores a hypothetical scenario in which the United States purchases crude oil—particularly from Saudi Arabia—using gold priced at $10,000 an ounce instead of U.S. dollars. Proponents argue that such a deal would give oil‑producing nations more purchasing power...
The International Energy Agency (IEA) has authorized the largest coordinated emergency draw from strategic reserves in its history – 400 million barrels – to counteract a sudden supply shock caused by the effective closure of the Strait of Hormuz. Iran’s...
The March 25 closing market report covered several intertwined topics: the EPA’s decision to allow year‑round E15 ethanol blending, pending Renewable Volume Obligation (RVO) announcements, the ripple effects of the Middle East conflict on commodity prices, and recent research on early‑planted...
The video highlights a rapid surge in fertilizer prices, traced to the escalating conflict between the United States, Israel and Iran. Disruptions in the Strait of Hormuz – a chokepoint for roughly one‑third of the world’s sea‑borne fertilizer trade –...
The video examines how the recent US‑Israel‑Iran conflict is unsettling the United States scrap aluminum market, a sector that relies on roughly one‑fifth of its primary aluminum imports from the Middle East. Argus senior reporter Alex Nikl outlines the immediate...
The interview with Tim Smith, CEO of US Gold Mining, centered on the paradoxical dip in gold prices despite heightened geopolitical risk from the Iran conflict, and on the company’s flagship Whistler gold‑copper project in Alaska. Smith explained that gold’s 14%...
Traders and consumers are already reacting to the Iran conflict with a short-term shift away from oil: car buyers in the U.S. and East Asia are reportedly accelerating EV purchases, and BYD dealerships are highly subscribed. Regional governments, three weeks...
The speaker argues that conflicting public messages—chiefly from former President Trump and U.S. reports—are suppressing oil prices and propping up equity markets, while Iran publicly rejects a ceasefire. Market moves have been driven by headline-driven algorithmic trading and advance signals...
The video explains how soaring jet‑fuel costs—up from roughly $2.41 per gallon before the Iran war to nearly $5 today—are reshaping airline economics. With fuel now the single largest expense, carriers are forced to rethink pricing, capacity and fleet deployment. Airlines...
East Asia Tonight focused on the region’s scramble to avert energy shortfalls as the Iran‑Israel war threatens oil flows through the Strait of Hormuz. Japan announced it will draw deeper from its strategic petroleum reserves and from joint Gulf stockpiles,...
Wood Mackenzie recently warned that Brent crude could climb to $150 a barrel, with $200 not entirely out of reach. The video dissects this claim by examining the crude oil options market on the Tasty Trade platform, focusing on both...
The video examines the 2026 uranium investment landscape, focusing on how producer equities have begun to outpace spot prices and how African supply is increasingly flowing toward Asian markets, particularly China. Host Chris Crossad and analyst Matt discuss recent data,...
Chinese motorists are queuing for fuel as petrol and diesel prices surge amid the ongoing US‑Israeli conflict with Iran. The war has disrupted shipping through the Strait of Hormuz, driving up freight rates and raw‑material costs. Manufacturers in China are...
The video reports that the United States has formally transmitted a 15‑point peace framework to Tehran through Pakistan, aiming to address Iran’s nuclear and missile programs and the Strait of Hormuz. President Trump publicly declared that talks are underway and...
The Taking Stock episode focused on today’s market wobble as Brent crude reclaimed the $100‑a‑barrel threshold, while investors grappled with mixed signals from the Middle East and a tentative Federal Reserve stance. Host Ashley Masterardi and guests Peter Tuckman and...
The video centers on Brent crude’s critical price bands—$95 on the low side and $105 on the high—and how they frame the current global energy crunch. While futures markets in the United States and Europe appear relatively upbeat, headlines from...
The interview with UC Berkeley energy economist Severron Bournestein dissects the recent surge in oil, gasoline and LNG prices, arguing that much of the volatility is rooted in well‑understood supply‑demand mechanics rather than mysterious market forces. Bournestein highlights how global energy...
The video warns that Iran’s recent closure of the Strait of Hormuz is already reverberating through U.S. gasoline markets, with pump prices jumping from $2.75 to nearly $4 per gallon. The narrow waterway carries roughly 21 million barrels of oil daily—about 20‑25 %...
U.S. livestock markets traded mixed on Tuesday as the earlier bout of volatility eased, leaving the most‑active June live‑cattle contract down five cents at 23,460 while the August contract gained 35 cents to 23,210. The lean‑hog June contract slipped 35 cents...
WTI crude oil futures rallied on March 24, 2026, clawing back roughly 5.9% of yesterday’s 10.3% plunge, as fresh geopolitical friction in the Middle East outweighed recent cease‑fire optimism. The contract rose from a gap‑open low of $88.50 to a session...
The video dissects a classic bearish harmonic formation on gold, highlighting a blow‑off top around $5,600 that produced a lower high and set up a measurable downside trajectory. The analyst walks through the pattern’s geometry, pinpointing the 38.2% Fibonacci retracement...
Cambodia’s capital faced growing fuel anxiety on Tuesday as motorists formed lengthy lines at petrol stations, a direct result of an emerging LPG shortage. Local supplier Sokx announced it will suspend sales starting April 1, citing supply chain disruptions tied to...
Australia is facing a noticeable fuel shortage, with roughly eight percent of service stations—about 500 to 550 locations—reporting at least one type of fuel unavailable. Shadow Assistant Minister for International Development Dave Sharma criticized the government for previously downplaying the...
The video delivers a technical update on gold, centering on Elliott Wave analysis and the current pull‑back into a defined micro‑support zone. The presenter reiterates the prevailing wave count—an A‑wave down, B‑wave up, and C‑wave down—while highlighting that the C‑wave’s...
The video examines how the escalating conflict in the Strait of Hormuz is reshaping the global aluminium market, focusing on the Gulf Cooperation Council (GCC) region’s growing role as a low‑carbon supplier. The GCC now produces roughly 9% of worldwide...
After the steepest oil decline since the Russia‑Ukraine war began, futures rebounded on reports of another gas pipeline attack in Iran. Iranian officials denied any negotiation talks, and markets awaited details from a meeting in Islamabad. The incident lifted Brent...
The video dissects a newly released economic study that claims a new west‑coast pipeline could add $31 billion annually to Canada’s GDP. Alberta Premier Danielle Smith seized on the headline, tweeting that the report proves “real economic boost” from additional pipelines...
The video centers on President Donald Trump’s unexpected decision to hold off on a planned strike against Iran, a move that instantly reshaped global energy markets and equity valuations. Within minutes, U.S. West Texas Intermediate futures slipped below $90 a...
WTI crude oil futures experienced a dramatic swing on March 23, 2026, opening above $100 a barrel, sliding below $85 after news of ongoing US‑Iran talks, and settling at $88.50 – a roughly 10% decline to start the week. The $17.30...
The headline of France 24’s Eye on Africa was Nigeria’s Dangote Mega‑Refinery stepping into export mode, dispatching 456,000 tonnes of refined petroleum to Cameroon, Togo, Tanzania, Ghana and the Ivory Coast. The move comes as the war in Iran and the...
Gold futures edged higher on Tuesday after hitting a four‑month intraday low, as the U.S. dollar softened following a brief easing of Middle East conflict rhetoric. The metal settled around $4,475, roughly 2% lower on the day but $350 above...
The March 23 Closing Market Report opened with a rapid rundown of commodity prices, noting modest declines in corn, soybeans, wheat, and livestock futures, alongside a slight dip in crude oil and gasoline. Todd Gleason then handed the floor to Kurt...
