Commodities Videos
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EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The video reports a fresh surge in crude oil prices as geopolitical risk mounts, with Brent trading above $69 a barrel and U.S. crude in the mid‑$60s following speculation that Washington may be preparing a military strike against Iran. Analysts point to the Strait of Hormuz—through which roughly one‑fifth of global oil passes—as the flashpoint. Any escalation could choke the flow, and while overall supply appears ample, short‑term spare capacity is thin, leaving Saudi Arabia as the primary buffer. RBC Capital Markets warns that if the Persian Gulf is disrupted, there is little immediate ability to replace lost barrels. The heightened risk premium is already lifting major energy equities, with Chevron and ExxonMobil posting gains as investors price in higher crude. For investors and corporates, the episode underscores how quickly geopolitical developments can translate into price volatility and a re‑pricing of risk, prompting a shift toward oil‑linked assets and a reassessment of supply‑chain exposure.
The video centers on the accelerating copper deficit and its price implications, featuring Ian Harris, CEO of Copper Giant, who argues that the market is entering a new era of sustained demand. After a year of soaring gold and silver,...
The Close segment recapped the day’s market outlook, highlighting upcoming earnings from RioCam and IA Financial, a slump in Canadian housing prices, Japan’s $36 bn investment in U.S. energy and minerals, Berkshire Hathaway’s portfolio shift, and General Motors’ $63 m Oshawa plant...
The hosts of The Futures Rundown discussed a turbulent start to the year across commodities, metals and crypto, highlighting strong moves in oats, heating oil, lithium, nonfat dry milk and a standout nearly 16% rally in orange juice. Carly Garner...
Speakers say India’s informal recycling sector, which handled about 99% of electronic waste before extended producer responsibility (EPR) rules, is a vital but hazardous source of critical minerals and materials. Informal operators use primitive, polluting processes—open burning and acid treatments—that...
In early February, the Trump administration convened an unprecedented critical‑minerals ministerial in Washington, drawing more than 55 nations to confront China’s near‑total control of rare‑earth elements and related supply chains. The summit marked the first large‑scale, multilateral U.S. effort to...
The February 18 closing market report from Illinois Public Media covered three core themes: the current state of the corn and soybean markets, recent changes to federal crop‑insurance subsidies, and a weather outlook that highlighted fire risk across the Southern Plains....
The episode of "Cleaning Up" spotlights why renewable energy is thriving despite political headwinds, featuring Miguel Stilwell d'Andrade, CEO of EDP and its renewables arm. He frames the surge in U.S. power demand—driven by data centers and industrialization—as a catalyst...
The TSX Venture 50, an annual ranking of the exchange’s top performers, revealed a striking concentration of junior mining firms this year, with 51 companies sharing the spotlight due to a tie at the 50th spot. The list showcased...
The TD Active Trader Live segment centered on Newmont Corporation, the world’s largest gold miner, debating whether its recent rally is losing momentum as gold prices plateau. The hosts framed the discussion against a backdrop of a softer S&P 500, upcoming Fed...
The episode centers on a sudden energy pivot driven by a reported Trump‑administered joint strike on Iran, which sent crude oil prices up more than 2% in early pre‑market trading. Alongside this geopolitical shock, the show flags upcoming FOMC minutes...
The conversation centered on the state of Australia’s uranium sector, highlighting a strong capital‑raising year for junior developers and a looming policy crossroads. Cauldron Resources, now valued around $70 million, exemplifies how fresh funding and a solid balance sheet are attracting...
The video examines the looming copper shortage, citing S&P Global’s warning that global copper supply could fall short of demand by roughly 10 million metric tons by 2040. It frames the issue within the broader context of the energy transition, where...
The Feb. 17 Closing Market Report opened with a quick reminder about the upcoming All‑Day Outlook event before turning to the day’s agricultural price snapshot. Chicago March corn settled at $4.26, down 0.5%, while soybeans edged up a nickel on the...
U.S. agricultural markets opened mixed after the three‑day weekend, with grain futures showing modest gains while livestock contracts fell. Senior Barchart analyst Darin Newsom highlighted pressure on corn from a larger June‑July crop outlook and support for soybeans amid tightening...
Revival Gold Inc., a TSXV‑listed miner, is targeting undervalued brownfield gold assets in the western United States. CEO Hugh Agro argues that the global gold supply gap—120 million ounces produced versus only 20 million ounces discovered annually—creates a moat for existing mines....
The video announces an industry‑first partnership between Norexco and FastMarkets to introduce spot‑settled futures contracts for the European pulp market. The collaboration aims to give producers and traders a more precise tool for hedging price risk in a sector traditionally...
The video warns that Western nickel and copper smelters are rapidly shutting or scaling back as artificially low nickel prices and a global shortage of copper concentrate choke production, while Chinese smelters absorb the supply. The speaker cites two forces: price...
California is now sourcing roughly 40% of its gasoline imports from the Bahamas. The shift is driven by a wave of refinery closures, limited on‑shore storage, and constrained interstate pipeline capacity. A 106‑year‑old maritime provision in the Jones Act provides...
The interview traces Wheaton Precious Metals’ origins, from a 2004 silver‑streaming concept designed to fund Gold Corp. to its current status as the world’s largest precious‑metals streaming firm. Randy Smallwood explains how a simple commodity‑swap idea evolved into a structured...
The panel addressed what policymakers, industry leaders, and investors should watch and act on over the next twelve months, centering on the climate emergency, geopolitical volatility, and the race for competitiveness. Speakers from Spain, the United Kingdom, Austria, and the...
Gold remains cheap, yet analysts like Jaime Carrasco of Harbourfront Wealth Management predict a dramatic price surge that could surprise even seasoned investors. The Investing News Network highlights this outlook alongside resources such as live gold pricing, gold IRA guides,...
The video dissects a developing ascending‑triangle formation on the 4‑hour gold chart, which emerged after the metal’s recent sharp correction. Unlike a classic triangle that follows an uptrend, this pattern is building on a down‑move, setting the stage for a...
The video explains how AI‑driven data centers are emerging as a major new source of copper demand, joining electric vehicles and renewable‑energy projects as catalysts for a potential price rally. Historically, copper demand has tended to double roughly every 25 years...
Santa Cruz Silver (TSXV:SCZ) outlined its 2026 growth trajectory, emphasizing a fully cleaned balance sheet, a recent NASDAQ listing, and operational upgrades across its Bolivian and Mexican assets. The CEO highlighted that the company eliminated Glenor royalty and streaming obligations,...
The video frames today’s energy crunch as a massive, global portfolio reallocation rather than a purely geopolitical showdown. Host Jay Martin and Dr. Warwick Powell argue that the United States’ aggressive trade and tariff policies under the second Trump term...
The program opened with a quick market scan before the three‑day President’s Day weekend, noting a mixed trading day: livestock showed modest movement, while grains and oilseeds were largely flat. Host Tommy Graafi and co‑host discussed how the quieter session...
The Market Catalyst segment examined two intertwined issues: how U.S. consumers are coping with accelerating food prices and the growing strain on the nation’s electricity grid as electrification and data‑center demand surge. January CPI showed modest headline inflation, but food costs...
The interview with Presidio Petroleum co‑CEO Will Olrich frames the U.S. energy sector as a contrarian opportunity, arguing that despite ESG‑driven divestment the industry still generates disproportionate free cash flow and is far from a terminal decline. Olrich notes that oil‑and‑gas...
Grain markets this week are navigating steady fundamentals amid modest external pressures. The latest USDA WASDE report introduced few changes, signaling a relatively balanced supply‑demand outlook. However, corn exports have accelerated, and soybean demand continues to gain momentum, prompting producers...
The USCF Gold Strategy Plus Income ETF (ticker USG) blends traditional bullion exposure with an active covered‑call overlay, offering investors both price appreciation potential and regular income. Over the past 25 years gold has marginally outperformed the S&P 500, yet its returns...
Dean Hannish, CEO of Focus Graphite, outlined the company’s strategy to become a North‑American source of high‑purity graphite, positioning the business as a strategic alternative to China’s dominant supply. The firm operates two Quebec projects, with the flagship Black Knife...
The Trump administration unveiled a $12 billion initiative to create a strategic stockpile of rare‑earth and other critical minerals, financed through the Export‑Import Bank. The plan aims to purchase processed metals abroad and store them domestically, providing a short‑term buffer against...
Nickel giant Vale Indonesia is pressing ahead with a multibillion-dollar pivot into battery-grade nickel, betting that demand for nickel-based EV batteries will remain resilient even as lithium iron phosphate batteries gain ground globally.
The University of Illinois Extension hosted a Farm Do webinar to preview the 2026 crop‑insurance landscape, emphasizing the March 15 enrollment deadline that Midwest corn and soybean growers must meet. Speakers Todd Gleason, Gary Schniki and Nick Pollson walked participants through recent...
The video warns that investors chasing alpha are abandoning technology and AI‑heavy names in favor of three high‑yield sectors—basic materials, energy and consumer staples—signaling a pronounced sector rotation. Data presented shows every stock in the energy group and a majority in...
Americas Gold & Silver announced a joint venture with United States Antimony to build a $50 million antimony processing plant at its Galena Complex in Idaho. The partnership gives Americas 51% ownership, allowing it to capture full market prices for the...
The video examines impact of 50% tariffs on finished copper products introduced about six months ago, focusing on how they have reshaped pricing dynamics across major markets. Analysts note that while tariffs hit piping, wiring and other finished goods, refined copper...
The Palisades Gold Radio interview with geopolitical analyst Doomberg centers on gold’s emerging function as a hedge in a rapidly evolving multipolar world, where the United States is losing its unipolar dominance and artificial‑intelligence breakthroughs are reshaping strategic calculations. Doomberg...
U.S. grain storage capacity, which expanded at roughly 350 million bushels per year from 2000 to 2019, has virtually stalled since 2020, adding only 337 million bushels over six years. Production continues to rise, pushing on‑farm storage utilization to about 80 percent in...
The Feb 11 Closing Market Report podcast featured insights from Josh Linville of StoneX, a farmdoc Crop Insurance webinar, and weather analysis by Drew Lerner. Linville discussed recent commodity price movements, while the farmdoc session highlighted trends in crop‑insurance premiums and...
The video announces Fast Markets' introduction of pure European spot price assessments for NBSK and BEK pulp, complementing its existing gross price benchmarks. These spot metrics are designed to reflect net market levels without incorporating contracted tonnage or any transactions...
The interview with David Jensen focused on the stark silver supply deficit that has persisted for six years and its implications for price dynamics. Jensen argued that the current $80‑$85 per ounce level is unsustainable, citing a projected 300 million‑ounce shortfall...
Dr. Adam Trexler of Valaurum warned that the physical gold market is entering a crisis. He cited tightening supply, rising premiums, and waning investor confidence as key stressors. The warning follows a year of record gold ETF inflows reversing and...
Precious metals and mining stocks saw sharp volatility in early February 2026, driven by temporary Treasury liquidity withdrawals and the Chinese New Year lull. Institutional investors view the pullback as a tactical entry point rather than a structural shift, with...
Ur‑Energy is bringing its Shirley Basin satellite mine online in Q1 2026, adding a second uranium production facility to its Lost Creek hub. The new ISR operation will begin yellowcake output in Q2, leveraging existing processing infrastructure and a $120 million convertible...
The Feb 10 Closing Market Report podcast featured three industry voices: Naomi Blohm of TotalFarmMarketing.com, Dudley Smith discussing his Winter Meeting interviews, and Don Day from DayWeather.com. Each guest offered concise insights into current farm marketing tactics, seasonal industry sentiment, and...
Fastmarkets Forest Products is the leading source of independent market intelligence for the global pulp, paper and packaging industry, as well as for lumber and wood products. Fastmarkets delivers benchmark prices and analytical depth that industry leaders rely on to navigate...
The February World Agricultural Supply and Demand Estimates (WASDE) report arrived with few surprises, leaving markets largely unfazed. USDA’s numbers showed only modest adjustments—corn export forecasts rose by 100 million bushels, nudging U.S. ending stocks down to 289 million, while domestic soybean...
The interview with David Willick, Schneider Electric’s VP for North American mining, centers on Canada’s urgent need to electrify its mining sector to stay competitive against China’s overwhelming dominance in critical‑mineral processing. Willick outlines how Schneider Electric enables customers to...
