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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
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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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China’s ethane demand back on track, but upside to US prices capped
May 6, 2025
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China’s ethane demand back on track, but upside to US prices capped
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Iron ore price weakness, coal trade shifts, and agri supply outlook
May 6, 2025
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Iron ore price weakness, coal trade shifts, and agri supply outlook
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China backs off peak Iranian crude buys, but a steep drop looks unlikely
May 1, 2025
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China backs off peak Iranian crude buys, but a steep drop looks unlikely
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Freight costs bolster North Sea grades while MED light sweets face oversupply
April 29, 2025
Market Update
Freight costs bolster North Sea grades while MED light sweets face oversupply
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TTF to hold steady while Asian prices face bearish pressure on weak demand
April 29, 2025
Market Update
TTF to hold steady while Asian prices face bearish pressure on weak demand
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Exempt or exposed: The bigger they are, the more they pay
April 29, 2025
Market Update
Exempt or exposed: The bigger they are, the more they pay
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Kpler completes acquisition of Spire Maritime, strengthening maritime intelligence capabilities
April 25, 2025
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Kpler completes acquisition of Spire Maritime, strengthening maritime intelligence capabilities
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US sanctions second Chinese refinery as its maximum pressure campaign accelerates
April 22, 2025
Market Update
US sanctions second Chinese refinery as its maximum pressure campaign accelerates
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Natural Gas and LNG Weekly: TTF to edge higher to secure Atlantic LNG supply amid maintenance and disruptions in the Pacific Basin.
April 22, 2025
Market Update
Natural Gas and LNG Weekly: TTF to edge higher to secure Atlantic LNG supply amid maintenance and disruptions in the Pacific Basin.
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Tariffs and macro risks recalibrate crude demand down by 200 kbd for remainder of 2025
April 17, 2025
Market Update
Tariffs and macro risks recalibrate crude demand down by 200 kbd for remainder of 2025
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Iron ore majors tracking: Can top miners weather the tariff storm in the remainder of 2025?
April 14, 2025
Market Update
Iron ore majors tracking: Can top miners weather the tariff storm in the remainder of 2025?
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Stable TTF forecasted while Asian LNG prices remain under pressure amidst a temporary tariff pause
April 14, 2025
Market Update
Stable TTF forecasted while Asian LNG prices remain under pressure amidst a temporary tariff pause
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Venezuelan supply shock looms as Chevron is pushed to exit
April 14, 2025
Market Update
Venezuelan supply shock looms as Chevron is pushed to exit
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Tariff tumult: reassessing the US economic outlook
April 10, 2025
Market Update
Tariff tumult: reassessing the US economic outlook
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Johan Castberg comes online, reshaping North Sea supply
April 9, 2025
Market Update
Johan Castberg comes online, reshaping North Sea supply
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