·Confidence 85%
Jeff Currie Warns of $5 Gasoline Amid Oil Market Shortages
Jeff Currie discusses the implications of China's oil market return and potential gasoline price spikes to $5 in the US ahead of midterm elections.
#commodities
39 articles tagged with #commodities
·Confidence 85%
Jeff Currie Warns Fuel Squeeze Fuels Structural Inflation
Jeff Currie highlights that rising Brent crude prices and underinvestment in commodities are driving structural inflation, with renewed demand from China
Brent crude ↑ Very strong
·Confidence 85%
Gold and Silver Prices Decline Amid Rising Rate-Hike Expectations
Gold and silver prices fell as stronger-than-expected producer price data fuels speculation about potential interest rate hikes by the Federal Reserve.
Gold ↓ StrongSilver ↓ Strong
·Confidence 90%
Commodity Prices Surge to 14-Year High, Impacting Stocks
A broad commodity rally, driven by scarcity warnings, has pushed prices to levels not seen since 2012, raising concerns about corporate margins and stock
SPX ↓ Strong
·Confidence 90%
Copper Futures Reach Record High Amid Supply Constraints
Copper prices hit an all-time high of $14,533 per ton as supply issues and US tariff expectations tighten availability, signaling a shift in the physical
COPPER ↑ Very strong
·Confidence 90%
Gold Prices Decline Ahead of U.S. Inflation Report
Gold prices are experiencing a decline as investors anticipate upcoming U.S. inflation data, which could influence market trends.
·Confidence 90%
Gold Faces Pressure Ahead of Key Inflation Data Release
Gold prices are under pressure as traders anticipate this week's inflation data, which could influence Federal Reserve rate hike expectations.
·Confidence 90%
Palm Oil Prices Rise Amid Indonesian Forest Fire Risks
Palm oil prices increase as traders assess potential supply disruptions caused by ongoing forest fires in Indonesia, the leading global producer.
·Confidence 90%
Rice Futures Surge Amid Supply Disruptions and Weather Risks
Chicago rice futures are set for their largest annual gain since 2003, driven by supply disruptions and adverse weather, raising concerns over food inflation.
·Confidence 85%
Ukraine's Drone Warfare Drives 4% of Global Germanium Demand
The ongoing conflict in Ukraine is projected to consume over 4% of global germanium demand this year, highlighting vulnerabilities in critical supply chains
·Confidence 90%
Commodities Outperform Other Asset Classes in August
In August, commodities emerged as the top-performing asset class, driven by strong performances in gold and crude oil.
·Confidence 90%
RBC Predicts Gold Price May Hit $4,929 by Year-End
RBC has projected that gold prices could soar to $4,929 per ounce by the end of the year, indicating a significant bullish outlook for the precious metal.
·Confidence 85%
Barclays Predicts Commodity Supply Shock Amid Super El Niño
Barclays warns of a looming commodity supply shock driven by a strong Super El Niño, impacting agricultural and industrial markets significantly.
agricultural commodities ↑ Very strongaluminum ↑ Strongcopper ↑ Strongthermal coal ↑ Very strong
·Confidence 90%
UBS Strategist Urges Clients to Prepare for Commodity Upcycle
UBS's Sagar Khandelwal advises investors to position for a commodity upcycle driven by electrification, supply constraints, and rising demand across sectors.
gold ↑ Strongcopper ↑ Strongenergy ↑ Strong
·Confidence 90%
Zinc Prices Surge to Four-Year High Amid Supply Constraints
Zinc futures reach four-year highs due to tight physical supply and declining mine output, prompting analysts to revise market forecasts significantly.
·Confidence 90%
Copper Hits Record High Amid Strong Demand and Market Jitters
Copper prices soar to a new record, with an ETF tracking the metal rising nearly 20% in August, driven by demand and market uncertainties.
·Confidence 90%
BHP and Woodside Energy Report Significant Profit Increases
BHP and Woodside Energy have reported soaring profits, indicating strong commodity demand, although gold price expectations remain cautious.
·Confidence 90%
Oil Prices Decline Ahead of Key Press Conference
Oil prices are falling as traders adjust positions ahead of a press conference that may address potential U.S. sanctions on Iran.
·Confidence 90%
Gold Surpasses $4,700 Ahead of Key Economic Announcements
Gold prices have risen above $4,700 as investors await upcoming inflation data and a speech from the Federal Reserve Chair, signaling market uncertainty.
·Confidence 80%
Gold and Silver Prices Recover After Recent Decline
Gold and silver prices have rebounded following a significant drop, though investor sentiment remains cautious amid ongoing market volatility.