Commodities

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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.

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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.

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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.

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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.

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