Indonesia's rice import surge, ban on Indian exports: what lies ahead for rice markets?
The rice markets in Asia have seen new trends emerging with Indonesia importing rice, and India putting restrictions on their rice exports. Ripple effects have been felt in other major growing rice gr...
2 Mai 202417min
Does the UK need the North Sea for its energy future?
As a UK general election looms, energy security and the transition to net-zero are high on the agenda. In this episode of the Commodities Focus podcast, our experts sift through the policy options, fr...
24 Apr 202421min
How are gas operators navigating the difficult gas environment in 2024?
Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price imp...
13 Mar 202413min
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises
Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making...
11 Mar 202427min
Lithium producers pump brakes on North American projects amid low prices
Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentime...
8 Mar 202426min
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Blac...
6 Mar 202415min
Supply disruptions drive copper TC to three-year low; smelters may cut production
The Asian copper market saw CIF China copper concentrate TC/RC fall by 65% in just three months' time, while smelters were still not able to find enough feedstocks to meet their production needs. As c...
16 Feb 202416min
US power markets weather winter storms with more success
Following on from heavy winter storms in recent years that disrupted power supply across US regions, power markets managed a mid-January 2024 winter storm with elevated prices and a few demand records...
31 Jan 202413min
