Commodities News

Commodity market news including oil prices, gold, silver, natural gas, and agricultural futures. Track supply, demand, and geopolitical price drivers.

Oil Prices Surge Past $84 on Middle East Supply Fears
Commodities Rebecca Torres

Oil Prices Surge Past $84 on Middle East Supply Fears

Brent crude oil prices climbed above $84 per barrel following tanker incidents in the Gulf, raising fears of prolonged supply disruptions. U.S. diesel prices and physical crude premiums also spiked as markets tightened.

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Gold Retreats as Dollar Strength, Rising Yields Outweigh Geopolitical Tensions
Commodities Rebecca Torres

Gold Retreats as Dollar Strength, Rising Yields Outweigh Geopolitical Tensions

Gold prices declined on Thursday, erasing earlier gains, as a stronger U.S. dollar and higher Treasury yields offset safe-haven demand spurred by Middle East tensions. The market's focus shifts to Friday's U.S. employment report.

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Qatar LNG Halt Strains Global Supply, Spotlight on Venture Global Flexibility
Commodities Rebecca Torres

Qatar LNG Halt Strains Global Supply, Spotlight on Venture Global Flexibility

A Qatar LNG production halt is tightening global supply, with Venture Global's flexible spot cargoes drawing attention. Limited spare capacity elsewhere is driving sharp price increases.

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Hong Kong Boosts Gold Hub Ambitions with Refiner Incentives, 2,000-Tonne Storage Goal
Commodities Rebecca Torres

Hong Kong Boosts Gold Hub Ambitions with Refiner Incentives, 2,000-Tonne Storage Goal

Hong Kong is rolling out new incentives to attract gold refiners and facilitate cross-border precious metals trade with mainland China, aiming to expand storage capacity beyond 2,000 metric tons. This push aligns with China's broader strategy to increase its influence in global gold pricing.

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Anglo American CEO Sells Shares After LTIP Vests at 21.2%
Commodities Rebecca Torres

Anglo American CEO Sells Shares After LTIP Vests at 21.2%

Anglo American CEO Duncan Wanblad sold 24,074 shares at £36.384 each to cover tax obligations following the vesting of incentive awards. The company's 2023 long-term incentive plan paid out at 21.2% of the maximum potential award.

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Rio Tinto and Western Australia Launch $1.1B Desalination Venture
Commodities Rebecca Torres

Rio Tinto and Western Australia Launch $1.1B Desalination Venture

Rio Tinto and the Western Australian government have established a 50:50 joint venture to construct a A$1.1 billion seawater desalination plant near Dampier. The expanded facility will provide 8 gigalitres of water annually to local towns and mining operations.

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Shell Secures New Kazakhstan Exploration Rights Amid Ongoing Arbitration
Commodities Rebecca Torres

Shell Secures New Kazakhstan Exploration Rights Amid Ongoing Arbitration

Shell has entered into an agreement with Kazakhstan's energy ministry for exploration rights to the Zhanaturmys oil and gas block, valid until 2032. The move comes as the company remains engaged in international arbitration concerning other Kazakh ventures and proceeds with its share repurchase program.

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Malaysia Clarifies Lynas License Terms Amid US Mineral Pacts
Commodities Rebecca Torres

Malaysia Clarifies Lynas License Terms Amid US Mineral Pacts

Malaysia's trade ministry stated that recent US trade and critical minerals agreements do not alter the technical conditions imposed on Lynas Rare Earths' Malaysian operations. The ministry confirmed Lynas's 10-year operating license renewal, granted on March 3, 2026, remains subject to strict waste management deadlines.

GLD
South32 pivots to base metals as Mozal smelter closure looms
Commodities Rebecca Torres

South32 pivots to base metals as Mozal smelter closure looms

South32 Ltd is accelerating its transition toward base metals production, with CEO Graham Kerr projecting 90% of output will soon come from these operations. The shift coincides with the impending closure of its Mozal aluminum smelter in Mozambique.

GLD
Exxon Mobil Diverts Fuel to Australia Amid Hormuz Closure, Lifting Oil Prices
Commodities Rebecca Torres

Exxon Mobil Diverts Fuel to Australia Amid Hormuz Closure, Lifting Oil Prices

Exxon Mobil is sending its first fuel cargo from the U.S. Gulf Coast to Australia since December to address Asian supply shortages caused by the Strait of Hormuz closure. Brent crude surged 4.7%.

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Silver Recovers as Dollar Retreats, Traders Eye Key Jobs Report
Commodities Rebecca Torres

Silver Recovers as Dollar Retreats, Traders Eye Key Jobs Report

Silver prices climbed Wednesday, recovering from a steep selloff as the U.S. dollar weakened. Traders are now focused on upcoming U.S. employment data for signals on future Federal Reserve interest rate moves.

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Chevron Shares Retreat Despite Soaring Oil Prices, Hormuz Blockade Sparks Supply Fears
Commodities Rebecca Torres

Chevron Shares Retreat Despite Soaring Oil Prices, Hormuz Blockade Sparks Supply Fears

Chevron shares declined alongside the broader energy sector, even as crude prices held near multi-month highs due to a critical shipping chokepoint remaining closed. Major banks have increased their oil price projections.

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