Commodities

Commodities

Commodities

Thursday, June 19

Thursday, June 19

A Hard Reset: Diamond Market Finds Its Floor, but Looming Supply Crunch Sets Up a Wild 2025–2029

A Hard Reset: Diamond Market Finds Its Floor, but Looming Supply Crunch Sets Up a Wild 2025–2029

After years in the dumps, the diamond market has (finally) bottomed, says UBS—but looming supply deficits, lab-grown disruption, and shifting consumer tastes mean the story is just getting interesting. Here’s what every trader, luxury analyst, and industrial strategist needs to know.

New

Tuesday, May 27

Commodities

Commodities

Thursday, June 19

Thursday, June 19

Iron Ore’s Warning: China’s Slowdown Is Sending Shockwaves Through Global Metals

Iron Ore’s Warning: China’s Slowdown Is Sending Shockwaves Through Global Metals

Iron ore prices just hit a 9-month low, with Citi and Goldman slashing targets. What’s behind the drop? China’s steel and property market malaise is a red flag for global demand and a test for anyone betting on a quick industrial rebound.

New

Tuesday, May 27

Commodities

Commodities

Tuesday, June 3

Tuesday, June 3

Shadow Fleet Rising: Malaysia’s Waters Become the New Frontline for Iran-to-China Oil

Shadow Fleet Rising: Malaysia’s Waters Become the New Frontline for Iran-to-China Oil

As US sanctions tighten, a growing fleet of “dark” tankers is using Malaysia to funnel discounted Iranian crude to China—reshaping global energy trade and challenging the future of sanctions enforcement.

New

Tuesday, May 27

Commodities

Commodities

Saturday, May 31

Saturday, May 31

Wildfire Risk in Alberta: The Real-Time Threat to Global Oil Flows

Wildfire Risk in Alberta: The Real-Time Threat to Global Oil Flows

Raging wildfires in Alberta threaten over half a million barrels of daily oil sands output, sending ripples through global markets and exposing the fragility of North America’s energy supply chain. Here’s why this “natural risk” is now a major macro variable for commodity players everywhere.

New

Tuesday, May 27

Commodities

Commodities

Friday, May 30

Friday, May 30

Libya at Risk of Declaring Force Majeure on Oil Production After Militia Attacks

Libya at Risk of Declaring Force Majeure on Oil Production After Militia Attacks

Libya’s ongoing civil conflict threatens to disrupt its vital oil exports, potentially triggering a geopolitical risk premium in global Brent crude markets. This development could amplify supply constraints amid an already volatile energy landscape, making Libya a critical flashpoint in the geopolitics of oil.

New

Tuesday, May 27

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