El Nino and agriculture: How are Asian rice markets navigating the weather risks?
The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a s...
24 Juli 22min
Asian LNG under pressure: what comes next for prices amid the Middle East conflict?
Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the foc...
20 Juli 15min
From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade
The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disru...
14 Juli 17min
India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective c...
17 Juni 16min
India's renewable hydrogen projects face cost, delay risks from global conflicts
India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydr...
27 Maj 29min
Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally
Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El N...
19 Maj 16min
Copper markets react to high sulfuric acid prices, Middle East conflict
Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric acid prices – an impor...
15 Maj 18min
