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CTAs begin to de-risk Shanghai base metals as the copper rally pauses

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Market Update

Geopolitics fuel grain market volatility

Grain flows via the Strait of Hormuz have stalled, fertiliser prices are squeezing grower decisions, and China's $17 billion trade commitment raises more questions than answers. Kpler analysts break down what it all means for grain markets in 2026.

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May 29, 2026
CTAs begin to de-risk Shanghai base metals as the copper rally pauses
June 10, 2026
Market Update
CTAs begin to de-risk Shanghai base metals as the copper rally pauses
EIA Digest: Crude inventories continue to draw; jet fuel stocks hit new ytd high
June 10, 2026
Market Update
EIA Digest: Crude inventories continue to draw; jet fuel stocks hit new ytd high
WTI flirts with physical squeeze as Cushing buffers evaporate
June 10, 2026
Market Update
WTI flirts with physical squeeze as Cushing buffers evaporate
Metals vs fertilizers: Who pays more for sulphur?
June 8, 2026
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Metals vs fertilizers: Who pays more for sulphur?
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India unlikely to rapidly drop Russian oil, despite Trump remarks
October 21, 2025
Market Update
India unlikely to rapidly drop Russian oil, despite Trump remarks
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Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
October 15, 2025
Market Update
Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
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Record US supply meets unusually robust demand
October 15, 2025
Market Update
Record US supply meets unusually robust demand
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Crude prices hit multi-month lows amid US tariff threat
October 15, 2025
Market Update
Crude prices hit multi-month lows amid US tariff threat
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Freeport declares force majeure at Grasberg
October 1, 2025
Market Update
Freeport declares force majeure at Grasberg
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Russian gasoline exports dry up, limited but welcome upside for European refiners
October 1, 2025
Market Update
Russian gasoline exports dry up, limited but welcome upside for European refiners
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Chinese refiners start drawing from inventories amid high flat prices
October 1, 2025
Market Update
Chinese refiners start drawing from inventories amid high flat prices
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Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
September 24, 2025
Market Update
Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
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Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
September 24, 2025
Market Update
Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
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US jet fuel demand rebounds into fall as refiners keep yields high
September 24, 2025
Market Update
US jet fuel demand rebounds into fall as refiners keep yields high
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Refinery status monthly - September
September 24, 2025
Market Update
Refinery status monthly - September
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Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings
September 16, 2025
Market Update
Ample inventories pressure Asian LNG prices, while TTF stays supported by scheduled maintenance in Norway and Algeria; geopolitics remain the key factor for swings
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Soybean crush margins in South America squashed by record exports
September 16, 2025
Market Update
Soybean crush margins in South America squashed by record exports
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Adani ban on sanctioned tankers puts Russian crude flows to India at risk
September 16, 2025
Market Update
Adani ban on sanctioned tankers puts Russian crude flows to India at risk
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The big APPEC takeaway
September 16, 2025
Market Update
The big APPEC takeaway
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