News
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ROI-Peak coal may be elusive, but peak seaborne coal is here: Russell
Reuters Open Interest (ROI) is your essential source for global financial commentary. By Clyde Russell CAPE TOWN, Feb 4 (Reuters) - The headline news that global coal demand reached a record high in 2025 masks some important underlying shifts in how the fuel is being produced, traded and used.The...Reuters
Wed, Feb 4
India's priority is to ensure energy security for its people, says trade minister
NEW DELHI, Feb 4 (Reuters) - India's priority is to ensure energy security for its citizens, trade minister Piyush Goyal said on Wednesday, two days after New Delhi and Washington announced they had agreed to a trade deal.Reuters
Wed, Feb 4
TECHNICALS-CBOT soybeans to retrace into $10.56-1/2 to $10.59-1/2 range
For more technical analyses, please click SINGAPORE, Feb 4 (Reuters) - The CBOT soybean March contract SH26 is expected to retrace into a range of $10.56-1/2 to $10.59-1/2 per bushel, as it failed to break a resistance at $10.68-1/2.The resistance is near the peak of a wave b. The failure to overcom...Reuters
Wed, Feb 4
Vietnam willing to boost US purchases, trade minister says, as new round of tariff talks begins
HANOI, Feb 4 (Reuters) - Vietnam is willing to increase purchases of U.S. goods, especially machinery and high‑tech products, its trade minister said on Wednesday, as the Southeast Asian nation began a sixth round of tariff negotiations in Washington this week.Trade Minister Le Manh Hung met with se...Reuters
Wed, Feb 4
Vietnam's Binh Son refinery signs energy MOUs with US partners
HANOI, Feb 4 (Reuters) - Vietnam's Binh Son Refining and Petrochemical BSR.HM has signed memorandums of understanding with U.S. companies to buy American crude oil, ethanol and corn, state media reported on Wednesday. The MOUs were signed with Chevron, Marquis Energy and ADM Asia-Pacific Trading...Reuters
Wed, Feb 4
RPT-ROI-Bullish, not breathless: analysts temper base-metals calls: Andy Home
By Andy Home LONDON, Feb 3 (Reuters) - It should come as no great surprise that copper is the analyst pick for best-performing base metal in 2026.Not only does the red metal play a starring role in both the energy transition and the artificial intelligence narratives, it is also a market facing s...Reuters
Wed, Feb 4
Germany's Uniper downplays increasing reliance on US LNG, stresses diversification
Uniper's Poppinga trusts US LNG system over political concernsUniper emphasizes need for diversification in LNG sourcingUS LNG accounts for 96% of Germany's LNG importsBy Emily Chow DOHA, Feb 4 - A top executive at German utility Uniper has played down European concerns over increasing de...Reuters
Wed, Feb 4
Equinor Q4 profit falls, but less than expected
OSLO, Feb 4 (Reuters) - Equinor EQNR.OL reported a decline in fourth-quarter profits on Wednesday from the same period last year as oil and gas prices fell, but still outperformed analysts' expectations for the period.The Norwegian energy group's adjusted earnings before tax for October-Dece...Reuters
Wed, Feb 4
TABLE-North Sea gas maintenance schedule: Revises Bacton outage
Feb 4 (Reuters) - The following is a schedule of maintenance work on gas infrastructure, mainly in the North Sea.The table is arranged by outage start date.Volumes are in standard million cubic metres per day (mcm/d) or gigawatt-hours per day (GWh/d) unless otherwise indicated.OPERATORLOCATIONOUTAGE...Reuters
Wed, Feb 4
Australian miner expects to supply US critical minerals stockpile, CEO says
Sunrise expects to contribute to US minerals stockpile, CEO Riggall saysUS plans $12 billion critical minerals stockpile, backed by $10 billion EXIM fundingAustralia aims to lead in supplying critical minerals, Resources Minister King statesBy Melanie Burton MELBOURNE, Feb 4 (Reuters) - An Au...Reuters
Wed, Feb 4
Petronas signs 20-year LNG supply deal with QatarEnergy
By Emily Chow DOHA, Feb 4 (Reuters) - QatarEnergy will supply Petronas 2 million metric tons a year (mtpa) of liquefied natural gas (LNG) in a 20-year deal, the Malaysian state-run firm said on Wednesday, helping address the country's rising gas demand amid dwindling reserves.The deal, signed...Reuters
Wed, Feb 4
GRAINS-Chicago wheat rise over Black Sea cold weather concerns
BEIJING, Feb 4 (Reuters) - Chicago Board of Trade wheat futures rose on Wednesday as the market grapples with cold weather concerns in the Black Sea region, a major wheat production area. The most-active wheat contract on the Chicago Board of Trade CBOT wheat Wv1 was up 0.1% at $5.29-1/2 a bushel by...Reuters
Wed, Feb 4
PRECIOUS-Gold extends rally, jumps over 2% as US-Iran tensions flare
All precious metals gain over 2%US shoots down Iranian drone in Arabian sea - US militaryADP private payroll data due later in the dayBy Ishaan Arora Feb 4 (Reuters) - Gold prices extended gains on Wednesday on safe-haven appeal, as renewed geopolitical tensions between the U.S. and Iran adde...Reuters
Wed, Feb 4
Tianqi Lithium to raise $750 million equity-linked funding, eyes further SQM share sale
SINGAPORE, Feb 4 (Reuters) - Tianqi Lithium Corp 002466.SZ said on Wednesday it expected to raise about HK$5.86 billion ($750 million) via a share placement and convertible bonds, and planned to sell a small stake in Chilean miner SQM to bolster liquidity.In a stock exchange filing, the Chinese lith...Reuters
Wed, Feb 4
METALS-Shanghai copper climbs on China's plan to expand strategic reserves
Feb 4 (Reuters) - Shanghai copper climbed on Wednesday as investors reacted to China's plan to expand its strategic reserves.The most-active copper contract on the Shanghai Futures Exchange SCFcv1 climbed 2.45% to 103,120 yuan ($14,864.57) a metric ton as of 0330 GMT.The benchmark three-month co...Reuters
Wed, Feb 4
TECHNICALS-US oil may retrace to $62.40
For more technical analyses, click SINGAPORE, Feb 4 (Reuters) - U.S. oil CLc1 may retrace to $62.40 per barrel, as it failed to break a resistance at $63.95.A retracement analysis of the uptrend from $55.81 reveals support at $61.14 and resistance at $63.95, respectively, at the 50% and 23.6% levels...Reuters
Wed, Feb 4
EXPLAINER-What we know in Panama court ruling as CK Hutchison launches arbitration
By Clare Jim, Kane Wu and Scott Murdoch HONG KONG, Feb 4 (Reuters) - Hong Kong's CK Hutchison 0001.HK said on Wednesday its Panama Ports Company unit has started international arbitration proceedings against Panama after a court there annulled its licences to operate two Panama Canal ports.Pa...Reuters
Wed, Feb 4
