Traders are rubbing their hands. Just this summer, extreme weather is detonating commodities?
Under the worst heat in history, everything from agriculture to energy to shipping may be seriously adversely affected, and commodity market fluctuations will increase dramatically.
The OPEC+ storm is coming! Are extended production cuts “a foregone conclusion”?
As officials from many of the world's biggest oil producers gather for a meeting on Sunday, their options may be limited.
Hot and hot this summer, commodities may explode!
Traders are preparing for a record summer that will shock commodities markets and thwart the Federal Reserve's fight against inflation.
Escorting Saudi Aramco's stock sale? OPEC+ member states are discussing extending voluntary production cuts until the end of the year
① According to the latest information, OPEC+ member states intend to extend the current production limit policy for a few more months; ② As Saudi Aramco is about to begin planning a stock sale for several years, maintaining a stable crude oil price is even more meaningful.
Ecopetrol Cut to Sell Equivalent at BofA as Macro Concerns Muddy the Waters
You have to fight hard! US Senate leaders pressure the Department of Justice to investigate market manipulation by oil giants
① Lawmakers urged the Department of Justice to investigate the petroleum industry, hold those involved responsible to account, and stop illegal activities; ② The petroleum industry also refuted the Democratic Party's claims and criticized the White House's economic policies.
Copper Selloff Accelerates but JPM Analysts Say Slip Could Be Healthy Long Term
The money-making effect is full! At the bottom of the Nvidia AI ecosystem, who is expected to become the next hot stock?
From chips to utilities, as long as a company is associated with Nvidia, there is a full profit effect.
The “quota dispute” is coming soon! Is there another controversy within OPEC?
The new quota assessment may cause new disputes within OPEC to break out again, such as the scenario where Angola “leaves the group” at the end of 2023.
The bears were able to take a breather! Is the historic wave of New Zealand copper shorting temporarily suspended?
Bank of America analysts warned that the spot market is still tight, and those who are still shorting copper should be careful...
Has the sharp rise in copper prices brought about a windfall? Global Telecom Giants: Now it's time to recycle old copper cables!
① As copper prices rose sharply during the year, global telecom giants suddenly discovered that they now have a “windfall” within reach: old copper cables. ② According to estimates by TXO, a British company that provides engineering services to the telecommunications industry, in the process of migrating to fiber-optic cables, telecommunications companies will recycle up to 800,000 tons of copper cables within the next ten years, worth more than 7 billion US dollars at current prices.
OPEC+ is holding a conference this weekend, I guess you still can't understand it
OPEC+'s measures to cut production are a hodgepodge. They have gone out of their way to confine themselves. The 100 yuan oil price target is yellow?
Demand for SUVs is surging! It quickly became the “main force” driving the expansion of oil demand
SUVs already account for more than a quarter of the increase in global oil demand per year and account for 20% of the increase in energy-related carbon dioxide emissions.
UBS: Buy gold below 2,300 at will, and increase your position on copper when it falls
UBS pointed out that there is still room for gold, crude oil and copper to rise, and commodity gains are unabated.
The gold oil and copper bull market is not over yet! UBS: Commodities can rise another 10% in the next 6 to 12 months
① A team of analysts led by Solita Marcelli, Chief Investment Officer of UBS Global Wealth Management Americas, pointed out in the report that there is still room for further rise in commodity prices; ② According to the report, rising demand for oil and copper and increasing supply shortages may provide good support for prices within the next 6 to 12 months.
Shares of Oil and Gas Companies Are Trading Higher Amid a Rise in the Price of Crude.
Shares of Oil and Gas Companies Are Trading Higher Amid a Rise in the Price of Crude.
Shares of Copper Stocks Are Trading Higher Amid Strength in Copper Prices.
Shares of Copper Stocks Are Trading Higher Amid Strength in Copper Prices.
The gains in gold, silver, and copper have taken a break. How is the momentum going?
The upward trend in gold, silver, and copper is far from over. Gold bulls may challenge 2,600 dollars. When will silver actually catch up with gold? Copper may experience a period of consolidation before returning to gains.
The oil market has entered the “OPEC+ model”! Will there be another benefit on Sunday?
The trend of oil prices for the rest of the year is likely to depend on the OPEC+ meeting to be held this Sunday.
Goldman Sachs: It will take at least ten years for global oil demand to peak!
Goldman Sachs believes that global oil demand will continue to grow until 2034, and emerging Asian markets such as China and India are major contributors.