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The Commodities Note

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  • Tuesday, 22 May, 2018
    Oil
    Era of ‘lower for longer’ oil prices is dead

    Strong demand and output cuts have led to a worrying supply shortfall

    Tuesday, 22 May, 2018
  • Wednesday, 25 April, 2018
    Oil
    Trump’s oil tweet aims message at Saudi Arabia

    Higher crude prices complicate US decisions on Iran and Venezuela

    Wednesday, 25 April, 2018
  • Friday, 13 April, 2018
    Commodities
    Aramco’s $2tn valuation looks to be a tough target

    Only with oil rising to $120 by 2023 can the number be achieved

    Friday, 13 April, 2018
  • Wednesday, 11 April, 2018
    Explainer US-China trade dispute
    Duty threatens 65% cut in US soyabean China sales

    Data analysis from Purdue suggests impact could be bigger than some analysts expect

    Wednesday, 11 April, 2018
  • Friday, 23 March, 2018
    FT Commodities Global Summit
    Trading houses eye digitisation and consolidation

    Highlights from the seventh annual Financial Times Commodities Global Summit

    Friday, 23 March, 2018
  • Wednesday, 7 March, 2018
    Commodities
    California cold snap hits almond crops

    Prices rise to two-year high as key growing area affected by frost

    Wednesday, 7 March, 2018
  • Friday, 2 March, 2018
    Oil
    Death of oil demand growth greatly exaggerated

    Electric vehicles barely dent oil demand projections

    Friday, 2 March, 2018
  • Tuesday, 20 February, 2018
    Oil
    Shale will contribute to crude price instability

    US output is too small, too slow, and too competitive to play swing producer

    Tuesday, 20 February, 2018
  • Thursday, 15 February, 2018
    Oil
    US set to become swing oil supplier

    Crude likely to be capped at $65-$70 with a $40 floor as shale output ebbs and flows

    Thursday, 15 February, 2018
  • Promoted Content
  • Tuesday, 6 February, 2018
    Markets
    The DRC deserves a better mining law

    A new bill may lead to arbitration and falls short in addressing corruption concerns

    Tuesday, 6 February, 2018
  • Monday, 22 January, 2018
    The Commodities Note Natural gas
    Asian LNG derivative volumes quadruples

    Trading for the super-cooled fuel attracted new players to the once closed-off market

    Monday, 22 January, 2018
  • Tuesday, 16 January, 2018
    Commodities
    No cause to panic about mineral depletion

    From a pricing point of view, a severe shortage is unlikely to occur

    Tuesday, 16 January, 2018
  • Thursday, 14 December, 2017
    Analysis Mining
    Glencore to restart zinc mine as price recovers

    Tighter market engineered by resources group could become a blueprint for industry

    Thursday, 14 December, 2017
  • Friday, 24 November, 2017
    Mining
    Rio Tinto eyes lithium producer SQM

    The Anglo-Australian miner is among those looking at a 32% stake in Chilean group

    Friday, 24 November, 2017
  • Wednesday, 15 November, 2017
    Mining
    Davis’s circling of Rio chair sets tongues wagging

    Industry executives ponder whether a showdown with Glencore boss is on the cards

    Wednesday, 15 November, 2017
  • Tuesday, 14 November, 2017
    Commodities
    Chile miners expect poll favourite to ditch reforms

    Billionaire pledges to amend controls placed on labour protection and mine permits

    Tuesday, 14 November, 2017
  • Thursday, 9 November, 2017
    Commodities
    US credibility hit in exit from transparency pact

    Despite Washington’s decision other countries are embracing accountability

    Thursday, 9 November, 2017
  • Wednesday, 8 November, 2017
    Markets
    Eyes in the sky raise questions over Saudi oil storage

    Satellite imagery suggests stocks held in surface tank have grown

    Wednesday, 8 November, 2017
  • Thursday, 12 October, 2017
    Analysis Capital markets
    Indian tycoon took Anglo stake via capital markets

    Structure used is not one commonly employed by activist investors or corporate raiders

    Thursday, 12 October, 2017
  • Friday, 22 September, 2017
    EU energy
    Gazprom’s good times are unlikely to last very long

    Rapidly growing LNG output will pose competition threat for Russian gas heavyweight

    Friday, 22 September, 2017
  • Tuesday, 8 August, 2017
    Commodities
    Tough times for big grain traders

    Intense competition means record crops generate little profit for middlemen

    Tuesday, 8 August, 2017
  • Monday, 24 July, 2017
    The Commodities Note Commodities
    Meat and fish outperform amid subdued agribusiness

    Growing global demand for protein produces highest returns within agricultural sector

    Monday, 24 July, 2017
  • Friday, 14 July, 2017
    The Commodities Note Agricultural commodities
    Signs of pick-up in demand lift cocoa industry

    Relief for chocolate makers as Swiss group Barry Callebaut reports strong sales

    Friday, 14 July, 2017
  • Thursday, 29 June, 2017
    The Commodities Note Ethical and responsible investment
    Can mining be a sustainable investment?

    Some raw materials are seen helping the low carbon economy

    Thursday, 29 June, 2017
  • Friday, 2 June, 2017
    The Commodities Note Oil
    UK tech listing highlights energy sector’s struggle

    Biggest oil and gas initial public offering in three years remains stalled

    Friday, 2 June, 2017
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