Categories
Six markets, trackedCrude Oil
Refining margins, OPEC plus supply decisions, and the freight routes that move barrels to market.
Natural Gas
LNG export capacity, pipeline flows, and the seasonal demand swings driving Henry Hub pricing.
Gold
Central bank demand, rate expectations, and gold's role as the market's preferred hedge.
Silver
Industrial demand from solar and electronics manufacturing meets investment-driven price swings.
Forestry and Lumber
From tropical hardwood origin markets to North American softwood, tracking supply, certification, and freight.
Agriculture
Cocoa, coffee, and the weather and logistics risks reshaping soft commodity supply chains.
Insights & News
Reporting from across the industryCameroon to North America: What Tropical Hardwood Buyers Need to Know
An inside look at the supply chain connecting Douala and Yaoundé sawmills to North American buyers, and why direct origin sourcing changes the economics for importers.
Oil Market Report: Supply Cuts Reshape the Back Half of 2026
Global refining runs have fallen sharply as Middle East disruptions and feedstock constraints ripple through crude markets.
Gold's Rate-Sensitive Rally Faces a September Test
Christopher Waller's dovish comments have traders scaling back rate hike bets, keeping gold rangebound near multi-month levels.
Silver Extends Its Run to Decade-High Levels
Silver is up more than sixty percent year over year, with industrial demand from solar manufacturing adding to investment-driven buying.
LNG Oversupply Wave Set to Reshape Gas Pricing in 2026
Thirty-seven million tonnes of new LNG capacity is hitting the market this year, with Asian demand recovery the key swing factor.
Five Points Defining the US Lumber Market Entering September
Mill curtailments, wildfire damage, and shifting log export patterns are reshaping supply even as benchmark prices hold steady.
African Hardwoods Are Dominating the Global Luxury Timber Sector
Tightening forest management regulation and rising freight rates are projected to push African hardwood prices up sharply through year end.
Cocoa and Coffee Rally Again as Volatility Whipsaws Markets
El Mamoun Amrouk of the FAO points to weather shocks and shifting logistics costs as the drivers behind this year's price swings.
Coffee Prices Surge on Supply Fears
Arabica futures jumped to a six-week high as traders weigh tightening supply out of Brazil and Vietnam.