Commodity
EU Avoids Trump's July 4 Tariff Deadline: Why "De-Escalation" Is the Wrong Read
A look at what the EU-US tariff deal actually locks in, why markets are reading it as de-escalation, and why the underlying trade risk hasn't gone away for the companies caught in the middle.
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
Race to Turn AI Compute Into a Commodity Spurs New Crypto Boom
Crypto firms are repurposing their trading infrastructure to build financial markets around AI computing power, treating it as an emerging commodity.
When Hormuz Reopens, the Oil Shock May Not Be Over
A peace deal can reopen Hormuz, but fuel markets, refinery bottlenecks and demand will take longer to normalize.
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.
Do Hormuz Event Contracts Actually Hedge Anything? - Article 3 of the Hormuz Series, March 2026
Testing when Kalshi and Polymarket contracts hedge real commodity exposure, and when they do not.
Kalshi Expands Commodity Predictions Market Amid War Volatility
Prediction market platform Kalshi is rapidly expanding into commodities contracts as geopolitical turmoil and volatile prices spur investors to use event betting alongside traditional hedging tools.
What Exactly Is a Hormuz Bet? - Article 2 of the Hormuz Series, March 2026
A guide to Hormuz contract design, market structure, and why 7 days is more meaningful than 2 or 14.
Hormuz Is Not Just an Oil Story - Article 1 of the Hormuz Series, March 2026
A Hormuz shutdown would not stay in the Gulf. It would spread through fuel, freight, fertilizer, helium, and food.
