Commodity Desk
Commodity Desk - If Hormuz Reopens, the Barrels Will Still Lag: Why Oil’s Peace Trade Could Overshoot
Reopening the Strait of Hormuz could hammer Brent, but EIA and IEA forecasts show Gulf production and inventories may take much longer to recover.
Commodity Desk - Why War Is No Longer Enough to Drive Gold Higher
War is escalating, yet gold is falling. Central-bank demand, interest rates and investor positioningWar is escalating, yet gold is falling. Central-bank demand, interest rates and investor positioning are pulling the market in different directions. are pulling the market in different directions.
Commodity Desk - Lithium Rally Is No Longer Just About EVs, and the Market Hasn’t Fully Priced in Why
Lithium's rally already reflects a shift from EV to storage demand, but the market hasn't fully priced in what a widening 2026 supply deficit could mean next.
Commodity Desk - Gold slips as fresh US-Iran strikes boost oil, Fed rate-hike bets weigh...
June 29 (Reuters) - Gold slipped on Monday as renewed U.S.-Iran strikes pushed oil prices higher and revived a more uncomfortable market question: what if Middle East risk is no longer simply bullish for gold, but also hawkish for the Federal Reserve? Will gold recover to $5,000 this
Commodity Desk - Oil Is Pricing a Hormuz Reopening. The July Contract Needs Proof
Oil prices are already trading a Hormuz recovery, but Polymarket’s July market needs the PortWatch ship count to hit its settlement threshold before July 31.
Commodity Desk - The Iran deal came just in time as Strategic Petroleum Reserve hits lowest level since 1983
U.S. Strategic Petroleum Reserve stocks have fallen to a 40-year low following massive releases to counter Iran war disruptions, heightening risks of a price spike.
Commodity Desk - Massive Options Bet Rattles Oil Market On Edge Over Iran War
A massive, unexplained Brent crude options trade is amplifying market jitters and integrity concerns amid geopolitical volatility and regulatory scrutiny.
