Stock market analysis : Commodities

China's transition hampered by flat-lining energy intensity: Kemp

China's transition hampered by flat-lining energy intensity: Kemp

China's economy has become much less energy intensive over the last 40 years as its industries have modernised and the economy has shifted towards more service sector output. But energy...
April 26, 2024 at 12:28 pm EDT
ICE Canada Morning Comment : Canola Building Upward Momentum

ICE Canada Morning Comment : Canola Building Upward Momentum

WINNIPEG, Manitoba--Intercontinental Exchange canola futures shed overnight losses Friday morning, turning higher with support from other vegetable oils. As modest increases in global crude oil...
April 26, 2024 at 10:03 am EDT
Citigroup Offers Bearish Take on Crude, Sees Easing of Geopolitical Risks -- OPIS

Citigroup Offers Bearish Take on Crude, Sees Easing of Geopolitical Risks -- OPIS

Citigroup analysts on Thursday called Brent crude's brief trip this month above $90/bbl a bullish knee-jerk price action. The price jump, which was fueled by concerns over a potential widening...
April 25, 2024 at 11:23 am EDT
China's strong iron ore imports diverge from weak steel output: Russell

China's strong iron ore imports diverge from weak steel output: Russell

China's first quarter imports of iron ore and its domestic production of the steel raw material both rose strongly, but output of crude steel fell. This divergence sets up a dilemma that...
April 22, 2024 at 08:00 am EDT
USDA confirms cow-to-cow transmission a factor in bird flu spread

USDA confirms cow-to-cow transmission a factor in bird flu spread

The U.S. Department of Agriculture said this week that cow-to-cow transmission is a factor in the spread of bird flu in dairy herds, but it still does not know exactly how the virus is being moved...
April 19, 2024 at 04:57 pm EDT
ICE Review : Canola Ends Up as Soy Provides Support

ICE Review : Canola Ends Up as Soy Provides Support

WINNIPEG, Manitoba--The ICE Futures canola market traded to both sides of unchanged on Friday, holding onto small gains at the final bell. Advances in the Chicago soy complex provided spillover...
April 19, 2024 at 03:36 pm EDT
Ample oil supplies limit impact of MidEast flare-up on prices

Ample oil supplies limit impact of MidEast flare-up on prices

Plentiful supplies of some of the biggest crude grades are limiting the impact on benchmark oil futures prices of conflict in the Middle East, according to analysts and traders. Brent...
April 19, 2024 at 12:50 pm EDT
Metals: The tug-of-war continues between China and America

Metals: The tug-of-war continues between China and America

A new episode in the trade war between the United States and China was launched on Thursday. US President Joe Biden will shortly announce a sharp increase in tariffs on Chinese metal products. The...
Our Logo April 18, 2024 at 11:05 am EDT
Funds buy back into copper's super-cycle credentials: Andy home

Funds buy back into copper's super-cycle credentials: Andy home

The commodities super cycle is back with a vengeance if copper's performance since the start of the month is anything to go by. London Metal Exchange three-month copper touched...
April 17, 2024 at 09:46 am EDT
Artemis identifies gold and copper targets at West Pilbara

Artemis identifies gold and copper targets at West Pilbara

Artemis Resources Ltd - Western Australia-focused gold, copper and lithium explorer - Identifies gold and copper targets in West Pilbara, Australia, with multiple prospects identified across the...
April 17, 2024 at 08:40 am EDT
Record exports deplete US propane stocks and support prices: Kemp

Record exports deplete US propane stocks and support prices: Kemp

U.S. propane inventories and prices are increasingly determined by the state of industrial demand in North East Asia and trade relations with China rather than weather and consumption at home. ...
April 16, 2024 at 12:44 pm EDT
Concern grows for Argentina's soy harvest due to heavy rains

Concern grows for Argentina's soy harvest due to heavy rains

Prolonged rainfall over Argentina's farming heartland has fueled fears of delays to the ongoing soybean harvest that could cause production losses, the Rosario grains exchange said on Monday. ...
April 15, 2024 at 02:22 pm EDT
Oil funds were bullish even before Iran launched missiles: Kemp

Oil funds were bullish even before Iran launched missiles: Kemp

Investors were becoming progressively more bullish towards crude oil and refined petroleum products even before Iran launched an unprecedented wave of missiles and drones towards Israel. ...
April 15, 2024 at 01:14 pm EDT
Oil seen opening up after Iran's attack on Israel, but further gains may depend on response

Oil seen opening up after Iran's attack on Israel, but further gains may depend on response

Oil prices are expected to rise on Monday after Iran's attack on Israel over the weekend, analysts said on Sunday, but further gains may depend on how Israel and the West choose to retaliate. ...
April 14, 2024 at 08:02 am EDT
Wall St Week Ahead-Surging US energy shares reflect robust growth, inflation worries

Wall St Week Ahead-Surging US energy shares reflect robust growth, inflation worries

U.S. energy shares are soaring as investors benefit from rising oil prices and a stronger-than-expected economy, while seeking to protect their portfolios from a feared resurgence of inflation. ...
April 12, 2024 at 03:42 pm EDT
USDA disparity in Brazil crop forecasts spreads to Argentina -Braun

USDA disparity in Brazil crop forecasts spreads to Argentina -Braun

The U.S. Department of Agriculture has held vastly differing views on Brazil’s corn and soybean production than its Brazilian counterpart Conab, but now the U.S. agency has taken a mild approach in...
April 11, 2024 at 06:10 pm EDT
Investors bet on further rise in US gasoline prices: Kemp

Investors bet on further rise in US gasoline prices: Kemp

Portfolio investors have amassed one of the largest bullish positions in U.S. gasoline futures and options since before the coronavirus pandemic, anticipating that prices will continue climbing over...
April 11, 2024 at 01:46 pm EDT
Copper, the metal of the future, caught in the crossfire

Copper, the metal of the future, caught in the crossfire

Copper, often considered a barometer of global economic health, is currently attracting the attention of investors. Spot copper is trading at around $8,700 a tonne at the beginning of April 2024.
Our Logo April 11, 2024 at 11:36 am EDT
La Nina weather 60% likely to develop from June-August, says US forecaster

La Nina weather 60% likely to develop from June-August, says US forecaster

A U.S. government weather forecaster expects an about 60% chance of the La Nina weather pattern characterized by unusually cold temperatures in the Pacific Ocean emerging in the second half of 2024. ...
April 11, 2024 at 10:02 am EDT
ICE Review : Canola Holds to Narrow Range, Awaits USDA Reports

ICE Review : Canola Holds to Narrow Range, Awaits USDA Reports

WINNIPEG, Manitoba--Intercontinental Exchange canola futures closed mostly higher as trading bounced back and forth on either side of unchanged. Support for canola came from gains in European...
April 10, 2024 at 03:40 pm EDT
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Well, it isn't as bad as feared...

Today's Editorial

Well, it isn't as bad as feared...

Waste Connections, Inc. : All-round value in waste management

Stock Pick

Waste Connections, Inc. : All-round value in waste management

TikTok: A thorn in the side

TikTok: A thorn in the side
TikTok irritates institutions. European Union bodies, the French, Taiwanese, Canadian, New Zealand and Australian governments, several US states, US federal authorities and many more have banned their...
Our Logo April 26, 2024 at 11:58 am EDT

Stablecoins trickle down to institutional investors - Crypto Recap

Stablecoins trickle down to institutional investors - Crypto Recap
Stablecoins represent a market worth over $150 billion. Faster settlements, optimized cash management and cross-border payments: these features are attracting institutional investors to these...
Our Logo April 26, 2024 at 05:06 am EDT

Growth at a reasonable price

Growth at a reasonable price
Growth at a reasonable price is an investment strategy that focuses on growth companies paying the right price, as the name suggests. It combines a Value approach with a Growth approach. ...
Our Logo April 24, 2024 at 05:47 am EDT
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Headlines

Visa, Inc: Network effect

Visa, Inc: Network effect

Stellantis N.V. : Stellantis: A rolling business

April 26, 2024 at 05:29 am EDT
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Kadant Inc. : Sustainable Industrial Growth

April 25, 2024 at 03:26 pm EDT
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Interviews

Copper at $10,000?

Copper at $10,000?
Ben Davis, mining analyst at Liberum, believes that the surge in copper prices, as indicated by certain market indicators, is mainly speculative and not based on real physical demand. Davis revela...
April 26, 2024 at 06:28 am EDT

'Bullish' Demand As Cruises Boom: Royal Caribbean CEO

'Bullish' Demand As Cruises Boom: Royal Caribbean CEO
Jason Liberty, CEO of Royal Caribbean Cruises, discusses the cruise industry's impressive post-COVID-19 recovery, highlighting sustained and growing customer demand. He points out that the cruise...
April 25, 2024 at 04:35 pm EDT
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Forex Analysis

Forlorn dollar sunset theses gather dust : Mike Dolan

Forlorn dollar sunset theses gather dust :Mike Dolan

April 19, 2024 at 02:00 am EDT
Dollar's dominant reserve currency status to endure, says Morgan Stanley

Dollar's dominant reserve currency status to endure, says Morgan Stanley

April 18, 2024 at 06:25 am EDT
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Index Analysis

'Can earnings bail the market out again?'

'Can earnings bail the market out again?'

April 26, 2024 at 03:28 pm EDT
News Highlights : Top Global Markets News of the Day - Thursday at 1 AM ET

News Highlights : Top Global Markets News of the Day - Thursday at 1 AM ET

April 18, 2024 at 01:15 am EDT
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