The Commodities Feed: Persian Gulf disruptions hitting upstream oil production
Growing concerns over oil flows through the Strait of Hormuz dominating the market
Sugar surplus to keep prices under pressure
The sugar market is set to move into a large surplus in 2025/26
The Commodities Feed: Renewed peace talks weigh on oil prices
Signs US still working on a deal eases some concerns over new Russia sanctions
Uncertainty surrounding sanctions on Russia supports this OPEC+ increase
US Treasury closes in on Iranian crude shipments to China
Sugar surplus should limit upside
The Commodities Feed: Brent back above US$40/bbl
Sugar: Oil & the Brazilian Real remain key
Record-low Rhine levels are another warning that supply chains must adapt
Listen: Will US-Japan FX intervention be effective?
THINK Ahead: This is what’s really keeping central banks up at night
The Commodities Feed: Muted response to phase one deal
