Copper Deficits and Empty Silos: My Industrial & Ag Outlook for Q2
I’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m
Continue readingI’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m
Continue readingWhile global attention is fixed on oil prices and naval maneuvers in the Middle East, a far more dangerous crisis
Continue readingIn this video, we dive into the ongoing Canadian rail workers strike and its significant impact on both Canadian and
Continue readingThe UN Food and Agriculture Organization of the United Nations (FAO) shows that the food price index has fallen for
Continue readingThe second episode of Macro Point of View Commodities News will be online today (21st November) on our YouTube channel!
Continue readingLast week, another four months was added to the sea export deal between Russia and Ukraine (with Turkey and UN).
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