Analysis: Commodities

Gold ETFs drew largest inflow in five years during first half of 2025, WGC says

LONDON -Physically backed gold exchange-traded funds recorded their largest semi-annual inflow since the first half of 2020 from January to June, data from the World Gold Council showed on Tuesday. ...

Japan PM Ishiba says President Trump may be misinformed on some tariff issues

TOKYO -Japanese Prime Minister Shigeru Ishiba said on Thursday U.S. President Donald Trump's views on some tariff-related issues may be based on misunderstanding or misinformation, as a pause on a...

Dairy supply management could sour Canada-US trade talks

WINNIPEG, Manitoba -Canada canceled a digital service tax on U.S. technology companies this week in order to preserve trade talks with U.S. President Donald Trump, but another irritant, in...

Raw materials: Chinese magnets are making a comeback

The threat of massive paralysis in the global automotive supply chain appears to be receding as rare earth magnets from China begin to flow again. However, manufacturers and their suppliers continue...

Oil market reflects slim chance of supply disruption, Goldman analysts say

Options markets suggest the probability of a disruption of oil flows through the Strait of Hormuz is just 4% following the Iran-Israel ceasefire, Goldman Sachs analysts said in a note on Thursday. ...

The Strait of Hormuz: a central crossroads for black gold

As tensions rise between Washington and Tehran following US strikes on Iranian nuclear sites, the Strait of Hormuz, a vital artery for global energy supplies, is once again becoming a hot spot. If...

Commodities: Energy security central to tensions in the Middle East

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

Investors unnerved as Israel-Iran conflict fuels oil market rally

NEW YORK/GDANSK -Investors were on edge as financial markets reopened on Sunday, with crude oil prices initially up near 4% as markets were gripped by the escalating threat of a sweeping conflict in...

US immigration raid of Omaha meat plant cuts staff, fuels food production worries

CHICAGO -U.S. meat producer Glenn Valley Foods was operating an Omaha, Nebraska, facility with about 30% of its staff on Wednesday after federal agents detained workers in an immigration raid the...

Towards a decline in US oil production in 2026?

After years of growth in oil production in the United States, a reversal of this trend appears to be on the cards for 2026. While Donald Trump was aiming for an increase of three million barrels per...

Why is platinum soaring?

The rare metal has jumped by 30% since the beginning of April, now approaching $1,300/ounce. Behind this surge, several fundamental factors are converging to support demand at a time when supply is...

Commodities: Copper nears its annual high

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

Central banks on track for 4th year of massive gold purchases, Metals Focus says

Central banks worldwide are on track to buy 1,000 metric tons of gold in 2025, which would be their fourth year of massive purchases as they diversify reserves from dollar-denominated assets into...

Oil Rises on OPEC+ Plan and Canadian Wildfires

Oil prices surged nearly 3% on Monday, driven by supply concerns stemming from Canadian wildfires and a measured production increase from OPEC+. The producer group reaffirmed its plan to raise output...

How flesh-eating screwworms in cattle could raise US beef prices

New World Screwworm, a devastating parasite that eats cattle and other wild animals alive, is traveling north from Central America to Mexico and has crept past biological barriers that kept the pest...

Magnet exports slowed in China, rare earths in question

Chinese customs are slowing down shipments of certain low-performance rare earth magnets used in consumer electronics and household appliances due to confusion over the application of new export...

Oil prices rise amid tensions between Israel and Iran

Oil prices rose more than 1% on Wednesday morning, boosted by reports of a possible Israeli attack on Iranian nuclear facilities. Such a scenario is reigniting fears about crude supplies in a region...

Chanel to keep investing despite choppy luxury market

PARIS -French luxury group Chanel will continue to invest heavily this year, drawing on its deep pockets as other sector players pull back, with plans for new stores in China and the United States,...

Commodities: Boosted by easing trade tensions

Every week, our commodity market overview gives you a review of the latest news from the commodity markets in order to better understand fluctuations in the prices of energy, metals, and agricultural...