Category: countries

My Final Warnings for Q2: The Softs Collapse and Macro Black Swans

I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the

The energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the

The energy map is being redrawn in real-time. The crisis in the Persian Gulf has sent ripples far beyond the

The global macro landscape has just become significantly more complex. Between the leadership change at the Fed and the escalation

While global attention is fixed on oil prices and naval maneuvers in the Middle East, a far more dangerous crisis

The war in Iran has begun. As predicted following the conclusion of the Olympic Games, a preemptive strike by Israel

In this latest episode of “Commodities News” on 11/09/23, we analyze the impact of…

Welcome to our comprehensive Commodities News video!