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John Jovanovic has retooled the US Export-Import Bank into a leading player, partnering with Australia to challenge China’s grip on rare earths.
Analysts see it as yet another bullet point on a growing list of worrying signs about financial markets and the Asian nation’s economy. Pity Jim Chalmers.
Gulf tensions and American elections could drive crude higher by next year, threatening higher inflation and a potential recession in the US, strategists warn.
A potential ceasefire between Russia and Ukraine could threaten to deflate global wheat prices just as rising input costs from the Iran war squeeze farmer margins.
Brasilia is coming for Canberra’s slice of the US beef market, as a Victorian farmer warns that producers have a 10-year window to stay ahead of the herd.
Renewed attacks in the Strait of Hormuz and record-high shipping costs continue to pressure the oil market, despite a recovery in exports from the Middle East.
As the red metal’s long-term boom collides with near-term price swings, the market can’t decide whether Rio Tinto or BHP offers the smarter exposure.
Higher temperatures and disrupted rainfall pose an increasing threat to cocoa crops around the world, with prices already doubling since the start of the year.
Bank of America commodity strategists say bond yields and a stronger US dollar were weighing on the precious metal, blunting a long rally with worse to come.
Global inventories could be depleted in as little as five weeks after attacks on a key pipeline in Saudi Arabia and threats of escalation squeeze supplies.
AI, geopolitics and years of underinvestment are reshaping commodity markets – and Terra Capital’s Jeremy Bond is betting the new cycle has only just begun.
Analysts expect the commodity to remain under pressure as weak Chinese demand and rising global supply limit the scope for another rally above $US100 a tonne.
Time and again we see investors abandon assets at the wrong point in the cycle. Like now, where an under allocation to gold and hard assets is illogical.
RBC Capital Markets told clients that tighter supply and less production than expected outside the Middle East could mean crude hits $US130 a barrel next year.
Copper just hit a fresh record on the London Metal Exchange. But exploration spending for the red metal in Australia has plunged since September 2023.
Movements in the ratio between copper and oil prices are often taken as indicators of economic shifts. You can make a similar argument about nickel and copper.
CATL’s closely watched Jianxiawo mine has been placed back into care and maintenance, reviving fears of a global supply squeeze.
Investors who pounced on the correction in bullion by piling into gold ETFs last month have been rewarded with an explosive rally on Thursday.
Traders are bracing for shifts in liquidity and flows after trading house Radiant World was reported to have allegedly provided fake documents to its banks.
Brent crude plunged below $US84 a barrel and US oil was trading below $US79 as traders positioned for progress towards peace.
With global inventories already depleted since the start of the war, analysts warn Trump’s latest blockade will have more severe consequences.
Copper, widely considered a building block for the energy transition, has reached record highs this year. But analysts warn it faces some headwinds.
Prices of the steel-making ingredient had been propped up by a spike in energy costs, but traders have shifted their focus back to the fundamentals.
The price of bullion is being pulled down by expectations that new US Federal Reserve chairman Kevin Warsh will be forced to raise interest rates.
Gold traders are nervously waiting to see if a peace deal between the US and Iran can spark a much-needed turnaround in the gold price as new headwinds loom.
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