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Commodities, Food & Agri
10 July

Easing aluminium supply risk prompts lower forecasts

Read this Article
Easing aluminium supply risk prompts lower forecasts
Oil off its highs but risks return
Commodities, Food & Agri Energy
9 July

Oil off its highs but risks return

The recent flare-up in hostilities between the US and Iran poses risks

Indonesia's reported quota rethink caps nickel rally
Commodities, Food & Agri
30 June

Indonesia's reported quota rethink caps nickel rally

Indonesia is considering increasing its 2026 RKAB mining quota

The curious case of collapsing oil prices
Commodities, Food & Agri Energy
29 June

The curious case of collapsing oil prices

Oil prices have sold off aggressively following the US-Iran MoU. We think the move is overdone

Gold’s correction prompts a forecast reset
Commodities, Food & Agri
24 June

Gold’s correction prompts a forecast reset

Gold’s correction has become increasingly difficult to ignore

Aluminium deficit persists despite easing Middle East tensions
Commodities, Food & Agri
22 June

Aluminium deficit persists despite easing Middle East tensions

De-escalation eases risks, not fundamentals

What’s next for US copper import tariffs
Commodities, Food & Agri
12 June

What’s next for US copper import tariffs

Energy markets remain complacent despite significant supply shock
Commodities, Food & Agri Energy
11 June

Energy markets remain complacent despite significant supply shock

Risks to agri markets look underpriced as Hormuz crisis drags on
Commodities, Food & Agri
1 June

Risks to agri markets look underpriced as Hormuz crisis drags on

Most read

    Commodities, Food & Agri
    10 July

    Easing aluminium supply risk prompts lower forecasts

Makary's successor faces tough task managing FDA amid budget cuts
Commodities, Food & Agri Healthcare United States
18 May

Makary's successor faces tough task managing FDA amid budget cuts

Sitting, waiting, wishing… for energy flows to resume
Commodities, Food & Agri Energy
15 May

Sitting, waiting, wishing… for energy flows to resume

Webinar: Oil, Iran and the markets: what happens next?
FX Credit Commodities, Food & Agri
12 May

Webinar: Oil, Iran and the markets: what happens next?

Why gold isn't acting like a safe haven right now
Commodities, Food & Agri
11 May

Why gold isn't acting like a safe haven right now

The Commodities Feed: US-Iran peace deal hopes
Commodities, Food & Agri
7 May

The Commodities Feed: US-Iran peace deal hopes

Oil and gas prices fell sharply on Wednesday as Iran considered a new US proposal to end the conflict

Oil forecasts raised as prolonged Strait of Hormuz disruption continues
Commodities, Food & Agri Energy Israel
28 April

Oil forecasts raised as prolonged Strait of Hormuz disruption continues

We now assume oil flows through the Strait of Hormuz will slowly start resuming in May and June

Middle East escalation pushes aluminium into a structural deficit
Commodities, Food & Agri
16 April

Middle East escalation pushes aluminium into a structural deficit

Energy market outlook hinges on the Middle East
Commodities, Food & Agri Energy
16 April

Energy market outlook hinges on the Middle East

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Webinar: Iran ceasefire – what next for markets and the economy?
FX Rates Commodities, Food & Agri Trade
8 April

Webinar: Iran ceasefire – what next for markets and the economy?

Geopolitics alone isn’t enough to lift gold
Commodities, Food & Agri
20 March

Geopolitics alone isn’t enough to lift gold

Transformative or overhyped? The impact of weight-loss drugs on European food demand
Commodities, Food & Agri Healthcare
20 March

Transformative or overhyped? The impact of weight-loss drugs on European food…

Gulf smelter cuts tighten aluminium outlook
Commodities, Food & Agri
16 March

Gulf smelter cuts tighten aluminium outlook

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