Europe’s Drought Turns Into a Power Crisis: Low Rivers Throttle Nuclear and Hydro Across the Continent
Europe’s drought stopped being about crops this week and became about electricity.
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Category: Monday Unconventional Edge
The Fed Blinks Later, Not Now and a Commodity Cold War Heats Up
This was a week of things happening underneath the headline numbers. The July 29 Fed decision everyone’s watching is probably
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Metals & Macro Weekly: A Hawkish Fed, Copper Fractures Across Exchanges, Gold Holds Firm
This week the data stopped telling one story and told three at once.
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A Bad Feeling About the Harvest
The weather is voting for scarcity and the grain balance sheets are listening. This week I dig into a global
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Coffee at a 14-Week Low, Sugar Coiling, KGHM’s 2055 Plan, Aluminium Cools
This week scarcity showed up right where consumers feel it. US coffee stocks fell for a 14th straight week (−55.8%
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Cocoa Above $5,000, Gold Defends $4,000, EU Grains Cut Again
This week, the weather wrote the price action. Cocoa punched back above $5,000/t on ICE as heavy West African rain
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Poland Just Beat China on Gold Buying. And That’s Not Even the Biggest Story.
The ceasefire broke after four days. The Strait of Hormuz closed again on June 20. Peace talks are continuing in
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Iran and the US Made Peace. Israel Says ‘No, Thanks’
Brent just dropped nearly 5% to $83, its lowest since March 10, after the US and Iran announced a peace
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The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks
The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center
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Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities
If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are
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