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    <title>Market Today — Commodities</title>
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    <description>Supply and demand across crude, gas, industrial metals and crops, reported through inventory levels, freight rates and production figures.</description>
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      <title>Why Doesn&apos;t the Spot Price Tell the Whole Oil Story?</title>
      <link>https://mtoday.net/commodities/how-oil-futures-curve-works.html</link>
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      <description><![CDATA[An explainer of oil futures curves: contango, backwardation, the April 2020 negative print, and how EIA inventory data moves the market.]]></description>
      <pubDate>Wed, 26 Aug 2026 08:55:41 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>Crude Stocks Fell 1.8 Million Barrels — the Data Explains Why Markets Care</title>
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      <description><![CDATA[Two U.S. government reports, not headlines, do most of the weekly work in commodity prices — here is how the EIA's inventory count and the CFTC's positioning data actually reach the tape.]]></description>
      <pubDate>Sat, 15 Aug 2026 08:46:25 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>What the Cocoa Price Shock Teaches About Soft Commodity Risk</title>
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      <description><![CDATA[Cocoa went from $3,000 to over $11,000 and back. Weather, disease, West African policy, and inelastic demand — the anatomy of a soft commodity shock.]]></description>
      <pubDate>Mon, 27 Jul 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>Can Industrial Demand From Solar Keep Reshaping Silver&apos;s Price?</title>
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      <description><![CDATA[Solar now takes 30%+ of world silver demand while byproduct supply cannot chase price. The hybrid metal's deficit, ratio, and 2024-25 run explained.]]></description>
      <pubDate>Sun, 05 Jul 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>What the Lithium Price Crash Teaches About Commodity Booms</title>
      <link>https://mtoday.net/commodities/lithium-price-bust-boom.html</link>
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      <description><![CDATA[Lithium rose tenfold into 2022, then fell 90% by 2025. Fast supply, Chinese refining, and tariffs compressed a full commodity cycle into four years.]]></description>
      <pubDate>Fri, 12 Jun 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>Why Do Lumber Prices Track the Housing Cycle So Closely?</title>
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      <description><![CDATA[From $400 to $1,700 and back: how housing starts, mortgage rates, and 2025's 34% Canadian duties drive lumber futures — the cycle explained.]]></description>
      <pubDate>Wed, 20 May 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>How Do OPEC+ Production Quotas Actually Work in Practice?</title>
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      <description><![CDATA[Quotas, voluntary cuts, and compensation schedules: how OPEC+ runs forty percent of world oil supply, and why spare capacity is the real power.]]></description>
      <pubDate>Mon, 27 Apr 2026 12:00:00 GMT</pubDate>
      <dc:creator>Jay Douglas</dc:creator>
      <category>Commodities</category>
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      <title>How Does One USDA Report Set Grain Prices Around the World?</title>
      <link>https://mtoday.net/commodities/wasde-report-explained.html</link>
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      <description><![CDATA[Once a month, USDA ending-stocks estimates reprice world corn, soybeans, and wheat. WASDE's lockup, balance sheets, and price power, explained.]]></description>
      <pubDate>Sun, 05 Apr 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>Why Do Natural Gas Prices Swing So Violently With the Seasons?</title>
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      <description><![CDATA[Injection season, withdrawal season, and a five-Tcf buffer: why gas prices swing with weather, LNG exports, and the Thursday storage print.]]></description>
      <pubDate>Fri, 13 Mar 2026 12:00:00 GMT</pubDate>
      <dc:creator>Jay Douglas</dc:creator>
      <category>Commodities</category>
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      <title>Can Copper Supply Keep Up With the Electric Transition&apos;s Demand?</title>
      <link>https://mtoday.net/commodities/copper-electrification-demand-deficit.html</link>
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      <description><![CDATA[EVs use 3-4x the copper, mines take decades to answer, and 2025's 50% U.S. tariff split the world price. The electrification copper squeeze, per the data.]]></description>
      <pubDate>Wed, 18 Feb 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>Why Does Gold Rise When Real Interest Rates Fall?</title>
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      <description><![CDATA[Gold's inverse link to real yields broke after 2022 as central banks bought over 1,000 tons a year. The mechanics, the exception, and how to track both.]]></description>
      <pubDate>Mon, 26 Jan 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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      <title>How Does the EIA&apos;s Weekly Oil Report Move Crude Prices So Much?</title>
      <link>https://mtoday.net/commodities/how-eia-petroleum-report-moves-oil-prices.html</link>
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      <description><![CDATA[Wednesdays at 10:30 a.m., an inventory table moves crude prices. How the EIA weekly report works, its limits, API rivalry, and why Cushing counts.]]></description>
      <pubDate>Sun, 04 Jan 2026 12:00:00 GMT</pubDate>
      <dc:creator>Trevor Nash</dc:creator>
      <category>Commodities</category>
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