Market Update

Commodities Trade Mixed as Energy Gains Offset Grain Losses

Crude oil futures advanced on supply concerns, while gold held near two-month highs as investors sought safe-haven assets. Agricultural commodities were mixed, with corn and wheat easing on export competition while soymeal prices firmed on feed demand.

Trade & Flows

China’s Import Appetite Shapes Energy & Ag Commodity Flows

China’s crude oil and soybean imports remained robust, reinforcing its influence on global demand flows. Meanwhile, copper imports slowed on weaker industrial activity, and fertilizer shipments surged ahead of spring planting season.

Input & Logistics

Freight, Fuel & Financing Costs Impact Commodity Supply Chains

Higher shipping freight rates, tight container availability, and elevated fuel prices continue to drive up landed costs for commodities worldwide. Financing costs also weigh on traders managing cross-commodity exposures.

The Global Commodities Outlook reviews energy, metals, and agriculture price movements over the past three years and provides projections for the next three. Key coverage includes oil & gas, gold & copper, grains & oilseeds, and shipping/logistics cost trends. Read full report

Research

Commodity Index & Volatility Dashboard

Composite indices tracking agriculture, energy, and metals with volatility signals, spreads, and macroeconomic overlays. Essential for traders, analysts, and policymakers.

Policy

Global Commodity Policy & Regulation Watch

Monitor energy sanctions, agri export bans, and metal trade tariffs. U.S., EU, OPEC, and Asian policies continue to set the pace for global commodity flows.