Analysis

Tradingkey - On May 12, CME Group and GPU market data provider Silicon Data jointly announced plans to launch the world's first standardized computing power futures product in the second half of 2026, pending final regulatory approval. This marks the official entry of computing power assets into the era of standardized derivatives trading.

TradingKey - Copper prices continue to climb as multiple factors drive the current rally. Supported by recovering demand in China and intensifying global supply-side risks, London Metal Exchange (LME) copper futures broke the $14,000 per tonne threshold on Tuesday, approaching historical peaks.

TradingKey - Despite the ongoing US-Iran war and the continued closure of the Strait of Hormuz, copper prices maintain a solid floor. This Monday, LME (London Metal Exchange) three-month copper reached $13,637 per tonne at one point, marking its highest level since January 29. On the same day, LME three-month copper recorded a peak closing price of $13,952/tonne, with intraday prices briefly rising above $14,500/tonne.

TradingKey - As of April 3, Eastern Time, the Strait of Hormuz has effectively remained closed for five weeks. This situation continues to exert a sustained impact on global commodity markets.

TradingKey — The spillover effects of the Middle East conflict are rapidly spreading from energy markets to the semiconductor supply chain. Latest reports indicate that Iranian strikes on Qatari energy facilities have significantly impacted the supply of helium, often referred to as "Golden Gas." This seemingly niche industrial gas is emerging as a critical risk factor for the global semiconductor industry.

TradingKey - The sharp escalation of geopolitical conflicts in the Middle East has triggered market panic regarding disruptions to key supply chains, directly pushing up global aluminum prices and disrupting the established rhythm of international commodity trade. As tensions between the U.S. and Iran intensify, Iran's threat to close the Strait of Hormuz poses a direct threat to the supply chain security of Middle Eastern aluminum smelters, which account for 9% of global production capacity.

TradingKey - COMEX gold price has surged past its historic high, while COMEX silver recently broke its highest levels for the year, approaching the historical peak of $49.84 with just roughly 20% upside remaining. Against the backdrop of a weakening U.S. dollar and credit system turmoil, it is only

TradingKey - Contrasting sharply with the current surge in US AI&technology investments, traditional manufacturing is languishing, accompanied by widespread avoidance of commodities. Over the past 45 years, capital expenditure has consistently surged in technology-driven new economy sectors...

By Gavin MaguireLITTLETON, Colorado, Aug 13 (Reuters) - The pace of new capacity of U.S. solar, wind and battery systems has slowed nationally and in key states this year, hurting clean energy sector sentiment. But climate trackers can take heart from the continued growth outside Texas and Californi

By Karen Braun NAPERVILLE, Illinois, July 10 (Reuters) - U.S. corn exports and export sales are still on fire despite the imminent ramp-up of Brazil’s corn shipping season, and the U.S. government might need to up its export target yet again.Brazil was also making headlines in commodity markets o

LONDON, July 10 - U.S. President Donald Trump's signature budget bill slashed funding for refilling U.S. emergency oil reserves, violating his previous vow to fill them "right to the top". This about-face raises the question of whether the U.S. still needs the Strategic Petroleum Reserve at all.

NAPERVILLE, Illinois, June 25 (Reuters) - The U.S. Department of Agriculture next Monday will publish one of its most important surveys of the year, which also happens to be among the more difficult to forecast.

ORLANDO, Florida, June 25 (Reuters) - Financial markets have consistently overestimated the Federal Reserve's readiness to cut interest rates in recent years. But the latest Fed chatter, softening economic data and a dramatic reversal in oil prices suggest they could be right this time.

LAUNCESTON, Australia, June 24 (Reuters) - Crude oil's sharp reversal of the Israel-Iran war premium shows the power of a few words from a key player to move the market, but in doing so it also masks the greater influence of those who stay largely silent.

NAPERVILLE, Illinois, June 23 (Reuters) - Like a broken record, speculators continued selling Chicago corn last week. Their bearish corn stance is now almost identical to their year-ago one, which preceded the all-time net short set in early July.

TradingKey - On 13 June, Israel launched large-scale airstrikes on Iran, prompting swift retaliatory actions from Iran. Should the Iran-Israel conflict escalate further, potentially leading to extreme scenarios like the closure of the Strait of Hormuz, U.S. stocks are expected to decline in the...

HONG KONG, June 10 (Reuters Breakingviews) - Beijing has shrewdly utilised its dominance of these critical minerals, in turn potentially winning a reprieve from US tech export controls. The next challenge is to show restraint - or risk the world accelerating efforts to ease its reliance on the...

SINGAPORE, May 28 (Reuters) - The CBOT soybean July contract SN25 may test support at $10.59 per bushel, with a good chance of breaking below this level and falling towards $10.54 to $10.56 range.

SINGAPORE/NEW YORK, April 21 (Reuters) - The global liquefied petroleum gas (LPG) market is facing an upheaval as high tariffs on U.S. imports force Chinese buyers to swap American cargoes for alternatives from the Middle East, while U.S. shipments divert to Europe and elsewhere in Asia.

LONDON/NEW YORK, March 27 (Reuters) - If your favourite coffee beans have vanished from the shelves, don't worry - they will return soon. The bad news is they will be up to 25% more expensive.