Commodities
Can Copper Supply Keep Up With the Electric Transition's Demand?
Electrification needs millions of additional tons of copper each year while mine supply answers in decades — the arithmetic of a looming squeeze, per the data.
Commodities
Commodities reports physical supply and demand across energy, metals and agriculture. Inventory reports, production figures, freight costs and weather explain price behavior before it appears in futures. Aimed at traders, procurement teams and investors exposed to input costs throughout industrial and consumer sectors.
Supply and demand across crude, gas, industrial metals and crops, reported through inventory levels, freight rates and production figures.
Commodities
Why Does Gold Rise When Real Interest Rates Fall?
The classic link between gold and inflation-adjusted yields broke down after 2022, and central-bank buying explains most of the gap.
Commodities
How Does the EIA's Weekly Oil Report Move Crude Prices So Much?
Every Wednesday at 10:30 a.m. Eastern, a table of inventory counts reprices the world's largest commodity market for an hour — here is the machinery.