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Dec 12, 20242 min read
U.S. Cotton Yields Rise in 2024/25 as Global Production and Stocks Increase
The USDA’s December 2024 report highlights upward revisions to U.S. cotton production and ending stocks, while global adjustments reflect...
Oct 22, 20242 min read
Oil Prices Rally Amid Middle East Tensions and Hopes for Chinese Demand Revival
Oil prices rebounded for a second consecutive day, reversing some of last week’s losses as traders weighed concerns about potential...
Oct 13, 20242 min read
Global Cotton Market Shifts as U.S. Production Slumps
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report indicates adjustments in the U.S. and global cotton markets...
Sep 30, 20242 min read
Aluminum Market Faces Supply Constraints While Growth Forecast are Modest
The aluminum market is navigating through a phase of limited supply growth and evolving industrial capacity. As global demand rises,...
Sep 30, 20242 min read
Global Copper Market Sees Supply Challenges Amid Rising Processing Costs and Inventory Surge
The global copper market is witnessing a period of significant fluctuations, with rising costs in processing, increased inventory levels,...
Sep 13, 20242 min read
Global and U.S. Cotton Supplies Decline as Production and Trade Face Downward Revisions
The latest USDA WASDE report highlights reductions in both U.S. and global cotton production for 2024/25, accompanied by lower exports...
Sep 10, 20242 min read
Is the Oil Market Glut Overestimated? With Oil under 70$/Barrel, Doubts and Divergence Start to Rise
Ahead of tonight’s much-anticipated debate between Donald Trump and Kamala Harris, oil prices dropped over 3% to hit their lowest level...
Sep 3, 20242 min read
Goldman Sachs Pulls Back on Copper Amid Market Uncertainty and Rising Inventories
Goldman Sachs has adjusted its outlook for copper markets, citing weaker-than-expected economic data from China and an increase in global...
Sep 2, 20242 min read
Aluminum Prices Surge to 2 Months High and Then Plummet on Chinese Inventory Build-Up
The aluminum market has been highly dynamic recently, with significant price fluctuations, changing supply chains, and evolving trade...
Aug 15, 20242 min read
The Metals Crisis: Volatile Prices Threaten Global Energy Transition and Europe's Supply Chain Security
The global energy transition, heavily reliant on the supply of critical metals like lithium, cobalt, and nickel, is facing significant...
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