Commodities News

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

Australia's Diesel Price Surge: Supply Is Secure, but Costs Bite
Commodities Rebecca Torres

Australia's Diesel Price Surge: Supply Is Secure, but Costs Bite

Australia's diesel supply is secure with 32 days of stock, but record prices are fueling inflation and an expected RBA rate hike. ASX 200 fell 1% as energy costs hit miners.

BHP RIO CBAUF
Global Fuel Unrest Tests Fiscal Resolve as Oil Stays Above $100
Commodities Rebecca Torres

Global Fuel Unrest Tests Fiscal Resolve as Oil Stays Above $100

Fuel-price protests are spreading globally as Brent holds above $100, forcing governments to choose between passing costs to consumers or absorbing them via subsidies.

USO XOM CVX DAL
US Crude Stock Surge Eases Oil Rally, But Fuel Prices Stay Elevated
Commodities Rebecca Torres

US Crude Stock Surge Eases Oil Rally, But Fuel Prices Stay Elevated

Oil and fuel futures declined Wednesday after an industry report showed a larger-than-expected U.S. crude inventory build, but the drop may not translate to lower pump prices yet.

USO UNG GLD SLV
IperionX's GenX Titanium Process Hits Key Milestone in 41-Hour Test
Commodities Rebecca Torres

IperionX's GenX Titanium Process Hits Key Milestone in 41-Hour Test

IperionX's GenX titanium process achieved 6x throughput and 75% lower power in a 41-hour test, but unit costs remain undisclosed. Shares rose 2.4%.

GLD
Oil Rally Stalls as Saudi Pipeline Repair Timelines Diverge
Commodities Rebecca Torres

Oil Rally Stalls as Saudi Pipeline Repair Timelines Diverge

Crude prices surged as traders weighed conflicting repair timelines for Saudi Arabia's damaged pipeline, with energy stocks posting gains.

USO XLE CVX
Gold Slips Below $4,350 as Oil, Dollar, and Yields Align Against Bullion
Commodities Rebecca Torres

Gold Slips Below $4,350 as Oil, Dollar, and Yields Align Against Bullion

Gold dropped below $4,350 on Tuesday as oil, a firmer dollar, and rising Treasury yields weighed on bullion ahead of the Fed's decision.

GLD USO
American Airlines: Each Penny of Fuel Cost Adds $50M to 2026 Expenses
Commodities Rebecca Torres

American Airlines: Each Penny of Fuel Cost Adds $50M to 2026 Expenses

American Airlines says each 1-cent fuel price increase adds $50M to 2026 expenses, with oil up 4% and shares down 2.7%. Unhedged exposure amplifies risk.

AAL UAL DAL USO
5E Advanced Materials' Searles Valley Buy: Stock, Debt, and Bridge Financing
Commodities Rebecca Torres

5E Advanced Materials' Searles Valley Buy: Stock, Debt, and Bridge Financing

5E Advanced Materials' acquisition of Searles Valley involves a mix of cash, stock, and debt, with a $10M bridge loan. The deal's value fluctuates with FEAM's share price.

FEAM
Generation Mining Secures C$1.3B for Marathon Project, Issues 375M Shares
Commodities Rebecca Torres

Generation Mining Secures C$1.3B for Marathon Project, Issues 375M Shares

Generation Mining has secured C$1.3B for its Marathon copper-palladium project, including a C$340M final financing that brings 375M new shares. Construction is set to begin in Q4.

GLD
Houthi Island Seizures Add Red Sea Risk as Brent Holds Above $101
Commodities Rebecca Torres

Houthi Island Seizures Add Red Sea Risk as Brent Holds Above $101

Houthi seizure of two Red Sea islands near Bab al-Mandeb adds to oil route risks. Brent holds above $101 as traders assess potential supply disruptions.

USO
Strategic Oil Reserve at 44-Year Low as Exchange Deliveries Continue
Commodities Rebecca Torres

Strategic Oil Reserve at 44-Year Low as Exchange Deliveries Continue

The US Strategic Petroleum Reserve fell to 285.36 million barrels, the lowest since 1982, as emergency exchange deliveries continue. Oil prices remain above $100 per barrel.

USO
Saudi Pipeline Outage Could Last Five Weeks, Brent Holds Above $106
Commodities Rebecca Torres

Saudi Pipeline Outage Could Last Five Weeks, Brent Holds Above $106

Saudi Arabia's East-West pipeline may remain out of service for up to five weeks, turning a precautionary shutdown into a dated supply risk. Brent crude holds above $106 a barrel.

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