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Geopolitics fuel grain market volatility
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October 30, 2025
Market Update
Fed cuts 25bp, but Powell more hawkish than expected
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August 20, 2025
US–India trade fallout: What’s at stake for commodities?
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July 29, 2025
Market Update
US - EU trade deal is finalized; ambitious EU energy purchase target will be hard to meet
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July 22, 2025
Market Update
Copper: emerging US shortage to widen Comex-LME spread by October
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July 22, 2025
Market Update
Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
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May 30, 2025
Market Update
Chevron’s Venezuela licence downgrade threatens 200 kbd in output
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May 27, 2025
Market Update
Detangling the tariff knot – considering what’s returning to China
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May 26, 2025
Market Update
Venezuela shock: Chevron exit to reshape heavy sour markets
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May 19, 2025
Market Update
Market balance tilts bearish as OPEC+ supply strategy collides with U.S. and Iranian resilience
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May 12, 2025
Market Update
Americas crude output surge lengthens global balances
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April 29, 2025
Market Update
Freight costs bolster North Sea grades while MED light sweets face oversupply
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April 29, 2025
Market Update
Exempt or exposed: The bigger they are, the more they pay
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April 22, 2025
Market Update
US sanctions second Chinese refinery as its maximum pressure campaign accelerates
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April 17, 2025
Market Update
Tariffs and macro risks recalibrate crude demand down by 200 kbd for remainder of 2025
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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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