Commodities

Reuters
US crude stockpiles rise, gasoline and distillate draw down - EIA
U.S. crude oil stockpiles rose while gasoline and distillate inventories fell last week as seasonal maintenance at refineries led to lower processing, the Energy Information Administration said on ...
Reuters
US crude stockpiles likely rose last week, products seen down
U.S. crude oil stockpiles were expected to have risen last week, while distillate inventories likely fell and gasoline declined marginally, an extended Reuters poll showed on Wednesday.
Bloomberg L.P.
Gold Market Ructions Spur Spike in Singapore Exports to the US
Gold shipments from Singapore to the US climbed to the highest level in almost three years in January, a further sign of the ructions in bullion trading after pricing disparities opened up in key ...
Reuters
Oil rises as drone strikes Caspian pump station, while Russia-Ukraine peace talks loom
Oil prices strengthened on Monday as an attack on an oil pipeline pumping station in the Caspian Sea slowed flows from Kazakhstan, while investors monitored developments of a possible Moscow-Kiev ...
Reuters
OPEC+ is not considering delay to April oil supply hike, Novak says
OPEC+ producers are not considering delaying a series of monthly oil supply increases that is scheduled to begin in April, Russian Deputy Prime Minister Alexander Novak said on Monday, Russia's RIA ...
Reuters
Kurdistan region's oil exports to resume next week, Iraqi minister says
Oil exports from the semi-autonomous Kurdistan region will resume next week, Iraq's oil minister said on Monday, resolving a near two-year dispute as ties between Baghdad and Erbil improve, ...
Reuters
Oil settles lower, supply worries ease on hopes for Ukraine peace deal
Oil prices settled down on Friday on prospects for a peace deal between Russia and Ukraine that could ease global supply disruptions by ending sanctions against Moscow, but losses were limited by a ...
Global Macro Playbook
US to Become India's Top Oil Supplier Under New Trump-Modi Deal
President Donald Trump and Indian Prime Minister Narendra Modi have reached an agreement that will see the US supplant Russia as India's primary oil supplier, Nikkei Asia reports. The deal, announced Thursday at a joint press conference in Washington, also includes significant increases in US military sales to
Reuters
Gold rises as concerns grow over Trump's tariff plans
Gold prices rose on Thursday as U.S. President Donald Trump unveiled plans to impose reciprocal tariffs on countries taxing U.S. imports, heightening global trade concerns.
Reuters
Asia moves quickly to replace sanctioned Russian crude oil
Asia's crude oil markets are adjusting rapidly to new sanctions against top supplier Russia, sucking up cargoes while they can and moving to alternatives for deliveries in coming months.
Global Macro Playbook
Europe's Gas Crisis to Ripple Across Asia, Fueling Global Price Spike
Europe's natural gas crisis is intensifying, with prices reaching two-year highs, and the impact is expected to soon ripple across the Asian market, according to a report by Nikkei Asia. The reversal of the usual price differential between the two regions is prompting buyers in Asia to divert
The Financial Times
European markets rise after Trump signals Ukraine peace talks
Russia’s full-scale invasion of Ukraine in 2022 exacerbated a global surge in inflation, as commodity and energy prices soared. It also sent western markets lower over fears of further supply chain ...
Reuters
Russia's oil and fuel exports revenues rose in January to $15.8 billion, IEA says
Russia's commercial revenues from sales of crude oil and oil products in January rose by $900 million from December to $15.8 billion due to higher oil prices and stable export volumes, despite ...
Reuters
Asia moves quickly to replace sanctioned Russian crude oil: Russell
Asia's crude oil markets are adjusting rapidly to new sanctions against top supplier Russia, sucking up cargoes while they can and moving to alternatives for deliveries in coming months.
The Financial Times
‘The Opec of nickel’: Indonesia’s control of a critical metal
What the country does with its newfound power will be crucial for everything from prices to the future of mining investments ...
Reuters
Malaysia to target $11.7 billion contribution to GDP from natural gas
Malaysia will launch a plan for its natural gas industry that targets a 52 billion ringgit ($11.7 billion) contribution from the sector to gross domestic product, the economy minister said on Thursday ...
Reuters
Gold steadies as trade war concerns lend support
Gold prices steadied on Wednesday, buoyed by safe-haven demand amid fears of a global trade war spurred by U.S. President Donald Trump's new tariffs as the market digested hotter-than-expected U.S.
Reuters
OPEC sticks to 2025, 2026 global oil demand growth forecasts
OPEC on Wednesday stuck to its forecast for relatively strong growth in global oil demand in 2025, saying air and road travel would support consumption and potential trade tariffs were not expected to ...
Reuters
Equinor says EU may need 350 extra LNG cargoes to replenish reserves, Bloomberg News reports
The European Union may need as many as 350 extra cargoes of liquefied natural gas (LNG) this year, Helge Haugane, the head of gas and power trading at Norway's Equinor , told Bloomberg News on Tuesday ...
Reuters
OPEC takes long-term view of global oil markets, aims for stability
Decisions from oil producer group OPEC+ take a long-term view of the global markets and are aimed at providing price stability, Secretary General Haitham Al-Ghais said at the India Energy Week ...
Reuters
Gold at record, stocks mixed as investors weigh Trump's latest tariff threat
Gold shot to a record high and stocks were subdued on Tuesday as investors braced for further shifts in U.S. trade policy and waited to hear from Federal Reserve Chair Jerome Powell on tariffs and ...
Reuters
Indian Oil buying sanction-free Russian crude oil cargoes, chairman says
Indian Oil is buying Russian crude oil cargoes without the involvement of sanctioned entities and expects gasoline demand to grow 6-7% in the fiscal year 2026, the company's chairman said on Tuesday.
Nikkei Asia
China's sluggish economy could hinder negotiations on Trump tariffs
China on Monday imposed additional tariffs of 15% on American coal and liquefied natural gas (LNG) along with a 10% duty on crude oil, retaliating against tariffs imposed by U.S. President Donald ...
Reuters
Oil prices climb despite trade war concerns
Oil prices rebounded on Monday after posting their third straight week of losses, even though investors remained worried that U.S. President Donald Trump might start a trade war.
Bloomberg L.P.
OPEC Heavyweights Boost Oil Prices as Sanctions Hit Russian Flow
Tough US sanctions on Russian oil are allowing the biggest Middle Eastern producers to raise prices for their main market by the most in years, and may help bring in additional petrodollars to meet ...
Global Macro Playbook
Gold Keeps Climbing
Gold is on a tear. The precious metal hit record highs this week and is already up 8% year-to-date. Initial forecasts from major banks and economists pointed to the possibility of gold breaking the USD 3,000/oz level amid escalating geopolitical tensions and strong central bank buying. Yet the
Global Macro Playbook
Markets Weekly: Gold Keeps Climbing
Gold is on a tear. The precious metal hit record highs this week and is already up 8% year-to-date. Initial forecasts from major banks and economists pointed to the possibility of gold breaking the USD 3,000/oz level amid escalating geopolitical tensions and strong central bank buying. Yet the
Reuters
Global wheat import demand dented by local output, economic woes
Global wheat imports are likely to drop this year as slowing economic growth among top buyers, a stronger greenback and higher local cereal output curb grain buying, putting pressure on prices despite ...
Global Macro Playbook
US Can Double LNG Exports to Japan, Oklahoma Governor Says
Oklahoma Governor Kevin Stitt has stated that the US can more than double its liquefied natural gas (LNG) exports to Japan, providing an alternative to Japan's existing Russian supply, Nikkei Asia reports. The governor, speaking in an interview in Oklahoma City, touted the US's burgeoning energy
Global Macro Playbook
Canada Swings to Goods-Trade Surplus as US Tariff Threat Looms
Canada's merchandise-trade surplus with the world swung back into positive territory in December, reaching C$708 million ($494.3 million), the Wall Street Journal reports. This marks the country's first global surplus in 10 months, driven by a surge in energy exports to the US.The