Commodities Videos
Commodities Videos
A spike in US-Iran tensions on Feb. 28 briefly sent markets reeling—Nasdaq fell more than 4% but has largely recovered—while a concurrent surge in oil pushed two‑year inflation breakevens from about 2.5% to over 3.2%. That oil-driven jump in inflation expectations complicates the Federal Reserve’s calculus after a weak March 6 jobs report, raising the risk that easing to support labor markets could stoke inflation. The March 11 CPI print may understate the impact because the oil shock occurred after the reporting window, with fuller effects likely appearing in April. Traders are positioning for the near term with directional Nasdaq option spreads that cap both potential losses and gains depending on whether they expect a rally or further weakness.
Oil prices jumped to a four‑year high after President Trump hinted the Iran war would end soon, then fell as his tone shifted. The conflict has nearly halted shipping through the Strait of Hormuz, and Iran warned it will block...
U.S. livestock futures finished higher Tuesday as broader market volatility eased. April live cattle and feeder cattle contracts rose by modest amounts while April lean hogs gained about $1.25, supported by firm wholesale boxed beef reports. Choice and select boxed-beef...
Deloitte’s latest economic outlook highlights how the Middle East conflict is fuelling sharp spikes in oil and related commodity prices, sending ripples through fertilizer, shipping and air‑cargo costs. The heightened energy costs are pressuring supply chains, extending delivery timelines and...
Schools across Pakistan have been forced to shut as rolling blackouts strain the national grid, a fallout of heightened energy tensions linked to the US‑Israel conflict with Iran. Saudi Aramco warned that prolonged blockage of the Strait of Hormuz could...
The March WASDE report arrived with almost no revisions to U.S. corn, soybean and wheat ending stocks, confirming expectations that the release would be quiet. Hosts Tyler Shia and the program’s host used the report as a springboard to discuss...
The Iran‑related conflict has pushed crude oil above $100 a barrel, sparking concerns over China’s energy security. China remains heavily reliant on shipments through the Strait of Hormuz, where roughly 70% of its oil imports pass. Elevated energy costs are...
The video centers on veteran market strategist Ed Yardeni’s bold forecast that gold could climb to $6,000 an ounce by the end of 2026, with a longer‑term target of $10,000 by decade’s end. He frames the metal as both a...
The video examines how the newly‑escalated conflict in Iran – described as the start of a third Gulf War – could reshape precious‑metal markets, especially gold, for investors. Vince Lansancy cites a statistical study of the past 20 years of wars,...
Petrol prices in Hanoi have risen sharply as geopolitical tensions in the Middle East tighten global crude markets. The Ministry of Industry and Trade reassured the public that domestic fuel supplies will remain stable through the end of the month....
Donald Trump’s assertion that the Iran‑related “Operation Epic Fury” is “pretty well complete” sent oil benchmarks tumbling from Monday’s $120‑plus highs, while equity markets in Asia and Europe rallied sharply. Brent and WTI fell sharply, prompting a 5%‑plus gain in the Nikkei...
Global markets swung sharply as US President Donald Trump suggested the US‑Iran conflict could be near an end, helping equities rebound after an earlier selloff. Oil surged to near four‑year highs amid OPEC cuts and conflict risks, then plunged after...
President Donald Trump announced that the United States will temporarily waive certain oil‑related sanctions in an effort to curb soaring global fuel prices. The move is framed as part of a broader strategy to maintain stability in key shipping lanes,...
President Trump used a televised press conference to declare that the United States and Israel had effectively concluded the Iran conflict, branding the campaign "Operation Epic Fury" as a decisive, near‑final blow. He detailed a series of coordinated strikes that,...
Silver futures traded volatile but posted a second consecutive session gain, rebounding from an intraday low of $79.64 to trade around $85 and sit at the top of a short-term closing range between $82 and $85. Traders attributed the swings...
The video highlights how the escalating conflict between the United States, Israel, and Iran has sent gasoline prices soaring across the United States, threatening household budgets and broader economic stability. With roughly 20% of global oil transiting the Strait of Hormuz,...
The video warns that U.S. gasoline prices may climb to $4 per gallon within the next month, driven by a sharp rise in crude oil prices and geopolitical tensions. Analysts point to crude breaching $110 a barrel after tanker traffic...
The video highlights a sudden surge in U.S. oil futures, breaching $110 a barrel, and the resulting scramble among G‑7 leaders to tap strategic petroleum reserves to temper soaring fuel costs. Prices at the pump have jumped 48 cents per gallon...
The video reports a sharp rally in U.S. grain futures, driven by geopolitical tension in the Middle East that has prompted crude‑oil production cuts. The resulting oil price surge is lifting commodity sentiment, making the start of the week unusually...
Air strikes and missile attacks tied to the war on Iran have struck military and energy infrastructure across the Middle East—from drone and military bases in Iran to refineries in Bahrain, shipping routes in the Strait of Hormuz and strikes...
Oil prices surged to $118 a barrel, the highest level since 2022, after President Donald Trump suggested a potential conflict with Iran. Former economic adviser Tyler Goodspeed explained how the price shock could translate into higher fuel costs for consumers...
Oil prices jumped sharply a week after hostilities erupted in Iran, reflecting heightened geopolitical risk and concerns over supply disruptions in the Persian Gulf. Analysts from the Center for Strategic and International Studies explain that the conflict threatens key export...
The video examines how the United States’ escalating conflict with Iran is driving global energy prices higher and what that surge means for Taiwan’s economy. Analysts focus on the vulnerability of Taiwan’s energy‑intensive industries—particularly chemicals, cement, steel and other heavy...
The BBC report details how crude oil has surged past $100 a barrel for the first time since 2022, driven by the escalation of the US‑Israel conflict with Iran and the effective shutdown of the Strait of Hormuz. Brent futures jumped...
The video examines how the Iran‑Israel war has reignited a gold rush in Hong Kong, where soaring spot prices—reaching $5,136 an ounce on March 9—have drawn both seasoned and first‑time buyers. Hong Kong’s tax‑free status and its reputation as a safe‑haven...
Asian markets are feeling the ripple effects of the escalating war between the United States, Israel and Iran, as oil prices surged roughly 20% on March 9, reaching their highest level since July 2022. The strikes on Iranian facilities have choked the...
Benchmark oil price topped $100 per barrel, the first time since 2022, amid the ongoing Middle East conflict. The surge prompted UK Chancellor Rachel Reeves to attend an emergency G7 finance ministers meeting to address market volatility. Former US President...
The video highlights a sharp surge in crude oil, breaking the $100 per barrel barrier and briefly topping $106 as geopolitical tensions with Iran intensify. The rapid price climb, up nearly 20% in days, reflects heightened market anxiety over potential...
The weekly video delivers an Elliott Wave and technical breakdown of the silver market, mapping its current price structure and identifying key support and resistance zones. It outlines several mid‑term and long‑term scenarios, including potential corrective patterns and a possible...
Grain futures rallied this week with May soybeans climbing 21.5 cents to $124 and posting a new contract closing high, marking a fifth straight weekly gain. May corn settled at 460.5, up 7 cents on Friday and +12 cents for...
The Illinois Department of Agriculture released its weekly Production Cost Report for the week ending March 6, 2026, detailing current prices for key fertilizers and farm fuels across the state. Fertilizer prices showed mixed movements: anhydrous ammonia averaged $903 per ton, up $60;...
The interview with Jim Meter, chief executive of the U.S. Soybean Export Council, highlighted the organization’s role as the international marketing arm for U.S. soy and provided an update on export performance as the 2026 Commodity Classic unfolded. Despite earlier...
In a San Antonio briefing, Agriculture Secretary Brooke Rollins reaffirmed the Biden administration’s focus on revitalizing rural America, spotlighting two intertwined initiatives: the push for broader adoption of the E15 ethanol blend and the launch of a new USDA data‑management...
AgMarket.Net’s Chief Operating Officer Jim McCormick presented a forward‑looking grain market outlook on March 6, 2026. He highlighted expected supply‑demand balances for wheat, corn, and soybeans through the 2026‑27 marketing year. The briefing noted modest production gains in major exporting regions and...
In this Fast Forward episode, David Lilley – a veteran of the copper trade and co‑CIO of Drakewood Capital – explains how the metal’s historic seven‑year feast‑famine cycles are intersecting with today’s geopolitical turmoil. He argues that the market is...
In a candid interview, Frank Ieraci, global head of active equities at CPP Investments, outlined how the crown‑owned pension fund, with roughly $780 billion in assets, translates contributions from 22 million Canadians into long‑term retirement income. He explained the fund’s portfolio composition—about...
The episode focuses on the sudden escalation in the Middle East after a U.S. raid on Iran‑linked targets, Iran’s swift retaliation, and the immediate shock to global energy markets. By closing the Strait of Hormuz—through which roughly 19% of world...
The video provides a quantitative snapshot of how traders have positioned themselves in the oil market as geopolitical tensions around Iran intensify. Tim walks through charts showing discretionary positioning, highlighting that market participants stayed net long crude while simultaneously taking...
The Cattle Chatter segment highlighted a quiet cash market as participants grapple with a looming "leverage battle" that is keeping prices flat. Analysts noted that while the broader stock market and crude oil swings have been dramatic, cash cattle...
On March 5, the All Day Ag Outlook podcast released its weekly Commodity Week episode, featuring industry analysts Ellen Dearden (AgReview), Greg Johnson (TGM Total Grain Marketing) and Chip Nellinger (Blue Reef Agri‑Marketing). The trio dissected recent price spikes in major...
University of Illinois agricultural economists Nick Paulson and Gary Schnitkey, joined by host Todd Gleason, released final guidance on 2026 crop insurance ahead of the March 15 deadline. They presented 2026 price forecasts—corn at $4.62 and soybeans at $11.09 per...
Equities slipped as the Strait of Hormuz closure drove oil prices higher. Iranian threats have halted tanker traffic, stranding over 200 vessels and cutting shipments by 90%. U.S. Navy promises escorts but attacks persist, pressuring energy and metal markets. Investors...
The video examines how the escalating US‑Israel‑Iran conflict is reshaping oil markets, with a focus on on‑the‑ground damage to key Middle‑East infrastructure and the resulting inventory bottlenecks. Using high‑resolution satellite imagery, Chaos Intelligence’s chief product officer Augustin Prit details the...
CCL Products, the owner of the Continental Coffee brand, posted a 76% total return over the past year, driven by robust coffee price dynamics and expanding export volumes. Management has largely finished its capital‑expenditure program and expects strong free‑cash‑flow generation....
The video provides an Elliott Wave analysis of platinum, noting that the metal has completed a five‑wave decline into February lows and that a wave‑B rally was observed. The analyst confirms that the wave‑B bounce hit the projected $2,480‑$2,719 zone, satisfying...
U.S. equity futures turned positive following a late‑session rally, lifting market sentiment. Meanwhile, WTI crude oil futures remained in a higher range, raising concerns that elevated energy costs could compress corporate earnings. Analysts note that rising energy prices may feed...
The video examines how the escalating Iran‑Israel confrontation could tighten global oil markets, driving up energy costs and reverberating through every stage of the supply chain. Analysts note that energy accounts for roughly 15‑20% of the price of most consumer goods....
Professor Ofer Baron, a distinguished operations‑management scholar at the University of Toronto, discussed the ramifications of recent Israeli‑U.S. air strikes on Iran and the ensuing disruption of oil flows through the Strait of Hormuz. He highlighted that roughly 20% of...
Traders and analysts warned that recent disruptions around the Strait of Hormuz — driven by security risks, insurance pullbacks and halted LNG pipelines — have effectively constrained shipments of crude, LNG and fertilizer feedstocks. Market moves this week swung between...
The Midwest Covers and Grains Conference convened in Washington, Illinois, bringing together industry leaders to discuss the rising role of cover crops and grain marketing strategies. Speakers Greg Johnson, Bill Wyffels, and Nathan Johanning shared insights on market trends, hybrid...
