Analysis: Commodities

Commodities: A sharp price adjustment

The Middle East saw a major military escalation over the weekend, directly involving the United States, Israel and Iran. While the geopolitical situation is critical, early indicators point to...

Iran conflict: rising oil prices could accelerate airline fleet renewal

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude oil prices for the airline sector and commercial aerospace.

Oil surges as markets hold their breath

The Middle East saw a major military escalation over the weekend, directly involving the United States, Israel and Iran. While the geopolitical situation is critical, early indicators point to...

Nigeria directs all oil, gas revenues to federation account in sweeping reform

Nigerian President Bola Tinubu has signed an order directing that all oil and gas revenues owed to the government be paid directly into the federation account, in sweeping reforms aimed at boosting...

Commodities: oil looks for a direction

Each week, this commodities round-up lets you review the latest market news to better understand price moves in energy, metals and agricultural raw materials.

India markets regulator proposes new ETF pricing bands to curb mispricing

India's markets regulator proposed rule changes on Friday to how exchange-traded funds are priced, aiming to narrow gaps between ETF prices and the value of their underlying securities. ...

Commodities: Oil hesitant, Metals go crazy and Coffee tumbles

Every week, this commodities round-up reviews the latest market news to help you better understand price moves in energy, metals and agricultural raw materials.

Singapore raises 2026 growth forecast on global economic momentum and AI demand

Singapore raised its growth forecast for this year to a range of 2% to 4% after a stronger-than-expected finish to 2025,  saying on Tuesday that the global economic outlook was supportive and the AI...

China's central bank buys gold for 15th consecutive month

China's central bank extended its gold buying spree for a 15th month in January, data from the People's Bank of China showed on Saturday. The country's gold holdings rose to 74.19...

Barrick to press ahead with IPO of North American gold assets, names Hill CEO

Barrick Mining said on Thursday it would move forward with preparations for an initial public offering of its North American gold assets and named interim head Mark Hill as its chief executive and...

Gold: a spectacular plunge… at the heart of an intact bull market

Some sessions leave a mark on a generation of investors. Friday's was one of them. Gold wobbled with rarely seen brutality: slumping as much as -12% intraday, before trimming losses to close down...

Hang Seng Gold ETF jumps over 9% on debut as spot gold hits record

The Hang Seng Gold ETF surged more than 9% on its trading debut in Hong Kong on Thursday as spot gold rallied to a record just below $5,600 an ounce, with investors seeking safety amid geopolitical...

The gold rush continues, with fresh records above $5,000

Gold hit new all-time highs on Monday, pushing past the $5,000-an-ounce mark, as renewed geopolitical tensions in recent weeks between the United States and Europe have, amongst other factors, revived...

Gold rushes to record high above $5,000/oz

Gold surged to a record high above $5,000 an ounce on Monday, extending a historic rally as investors piled into the safe-haven asset amid rising geopolitical tensions. Spot gold rose...

Indian shares join global rebound after Trump drops EU tariff threat over Greenland

Indian shares advanced on Thursday, tracking a rebound in global equities after U.S. President Donald Trump stepped back from threats to impose tariffs on eight European countries as leverage to seize...

Dollar edges lower as Greenland concerns ease; Aussie jumps after jobs data

The safe-haven dollar slipped on Thursday, while risk-sensitive currencies such as the euro and sterling firmed after President Donald Trump dropped tariff threats and ruled out seizing Greenland by...

Wall Street ends lower amid global selloff on Trump Greenland tariff threats

All three major Wall Street indexes closed well down on Tuesday, joining other global stock markets in a broad selloff triggered by concerns that fresh tariff threats from President Donald Trump...

Global investors hit 'hyper-bull' as hedging collapses, says BofA survey

Global fund managers are the most bullish since July 2021, January's Bank of America survey showed on Tuesday, with growth optimism jumping and cash levels sinking to a record low 3.2%. ...

Commodities: Gold and silver shine, oil catches its breath

Every week, the commodities roundup reviews the latest market news to help you better understand price swings in energy, metals and agricultural raw materials.