Commodities

Iranian chaos is playing into the Kremlin's hands

The Middle East is on fire, and Russia is breathing easier. A surge in oil prices and a loosening of sanctions are giving fresh oxygen to the Kremlin's war economy.

Iran conflict: rising oil prices could accelerate airline fleet renewal

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude oil prices for the airline sector and commercial aerospace.

Barrick to press ahead with IPO of North American gold assets, names Hill CEO

Barrick Mining said on Thursday it would move forward with preparations for an initial public offering of its North American gold assets and named interim head Mark Hill as its chief executive and...

Gold rushes to record high above $5,000/oz

Gold surged to a record high above $5,000 an ounce on Monday, extending a historic rally as investors piled into the safe-haven asset amid rising geopolitical tensions. Spot gold rose...

Dollar edges lower as Greenland concerns ease; Aussie jumps after jobs data

The safe-haven dollar slipped on Thursday, while risk-sensitive currencies such as the euro and sterling firmed after President Donald Trump dropped tariff threats and ruled out seizing Greenland by...

Wall Street ends lower amid global selloff on Trump Greenland tariff threats

All three major Wall Street indexes closed well down on Tuesday, joining other global stock markets in a broad selloff triggered by concerns that fresh tariff threats from President Donald Trump...

Global investors hit 'hyper-bull' as hedging collapses, says BofA survey

Global fund managers are the most bullish since July 2021, January's Bank of America survey showed on Tuesday, with growth optimism jumping and cash levels sinking to a record low 3.2%. ...

World markets jolted, dollar dips as Trump vows tariffs on Europe over Greenland

Global markets are facing volatility after President Donald Trump vowed to slap tariffs on eight European nations until the U.S. is allowed to buy Greenland, injecting fresh trade uncertainty as...

Silver plunges after its historic surge

The silver market fell sharply on Monday, initially due to a tightening of trading conditions on the futures markets. The Chicago Mercantile Exchange once again increased margin requirements on...

How silver is traded, from stocks and shares to coins and bars

Silver rose above $100 an ounce for the first time ever as investors rushed to safe-haven assets amid geopolitical turmoil and on expectations for U.S. interest rate cuts. The metal was...

How to invest in rare earths despite China's stranglehold?

In 2025, rare earths are the new oil: the cornerstone of magnets, motors and missiles. And Beijing still holds the key. While China largely dominates the sector, let's see who else can tip the...

World food prices fall for second consecutive month in October, UN's FAO says

LONDON -World food commodity prices fell for a second consecutive month in October, driven largely by ample global supplies, the United Nations' Food and Agriculture Organization said on Friday. ...

China closes the floodgates on US soybeans, with Brazil reaping the rewards

Fall 2025: The soybean fields of Dakota and Iowa stretch as far as the eye can see, golden with the season's harvest. But a question mark hangs over the silos: Who are they still harvesting for?...

JP Morgan sees gold prices averaging $5,055 per ounce by late 2026

JP Morgan analysts on Thursday maintained a bullish outlook on gold, forecasting prices could reach an average of $5,055 per ounce by the fourth quarter of 2026. The forecast is based...

Upstream oil and gas dealmaking down in third quarter as oil prices stayed low

HOUSTON -Persistently weak crude prices pressured merger and acquisition activity in the U.S. upstream oil and gas sector in the third quarter, analytics firm Enverus said on Wednesday.  ...

Yen climbs as gold dip triggers market volatility

SINGAPORE -The U.S. dollar weakened in Asian trading on Wednesday, edging back from its highest level against the Japanese yen in a week, as a short-lived dip in gold prices triggered a rebalancing...

AI-driven ATMs target sceptical Russians to cash in their gold

MOSCOW -Financial tech firms are using AI to try to persuade Russians to cash in their gold at automated machines, although despite this year's more than 60% price rally they are facing scepticism. ...

HSBC expects gold's 'bull wave' to hit $5,000/oz in 2026

HSBC on Friday forecast that gold's bull rally would drive prices as high as $5,000 an ounce in 2026, supported by elevated risks and the impact of new entrants into the market. Spot...

Commodities: Run for your lives!

Every week, our commodity overview reviews the latest news from the commodity markets in order to better understand the fluctuations in the prices of energy, metals, and agricultural commodities.