Commodity Market Pulse

Electrification demand surges for critical minerals amid modern industry growth, straining supply chains.

• New mines and processing take years to...

Sustained $100 oil for a year could trigger a $500B hit to the global economy, per Fitch Ratings analysis, against a 2.6% growth baseline if prices stabilize.

Fertilizer Supply Shocks

• 🔥 China's Fertilizer Embargo: DD Geopolitics reports China ordered exporters to stop shipping nitrogen-potassium...

China's nitrogen-potassium fertilizer halt — from world's top producer — slashes exports dramatically: urea down 98% since 2022, phosphates -18% in...

Bullish Metals & Commodities Signals

• 🔥 "Start BUYING These Commodities ASAP" - Rick Rule: Legendary investor Rick Rule urges buying...

The aluminium landscape is shifting fast — rising demand from India, volatile global pricing, and a complex supply chain define H1 2026. Expert panel decodes the outlook.

Industry expert Ian Graham predicts a copper boom from myriad drivers like global demand surge and supply-demand dynamics.

Key highlights:

• UBS...

Geopolitics profoundly shapes commodity flows and markets—here's how, per CommBank's Madison Cartwright:

• Trade rules, alliances, economic power...

Rick Rule urges investors: Start buying commodities ASAP, especially precious metals amid global banking shifts.

• Battle Bank innovation: Borrow...

Natural gas is testing key support near the 20-day moving average as bearish momentum persists. A break below $2.96 could signal further downside in the broader downtrend—key short-term signal for traders.

• Rising energy demand drives energy addition and nuclear power importance
• Geopolitics intensifies with defence spending and drone tech
• AI...

Massive supply risk looms: Top 30 oil firms face 22 million b/d production gap by 2040, doubled from 11M b/d 2015 forecast.

• Capital discipline...

Metals Strategies and Policies

• 🔥 Glencore Pivots to Copper: Glencore, the world's biggest commodity trader, is undergoing a massive...

Geopolitical hotspots ignite gold & silver volatility:

• China's silver clampdown: Critical supply role for solar/electronics; export curbs threaten...

• EU regs drive circular batteries: Sustainable Batteries Regulation targets value chain recycling; Denmark adds deposit-refund schemes.
• Glencore's...

Fresh natural gas technical analysis for March 16 includes dot levels via Fibonacci methods, aimed at short-term trading. Video covers live strategies for natural gas alongside crude oil.

Key insights from today's WTI technical analysis:

• Elliott Wave on current price structure, support/resistance zones
• Mid- to long-term scenarios...

• Session 1 now available: 1:26hr YouTube recording on commodity trading trends and grain market intelligence for smart wheat procurement.
• Experts...

EPA Administrator Lee Zeldin pushes Indo-Pacific countries to buy more US oil amid a shift in energy deals toward America, driven by supply chain advantages.

Geopolitical Supply Shifts

• 🔥 Canada-EU Critical Minerals Pact: Canada and the EU signed a $2.3T critical minerals pact that could lock the...