Gold after PCE: “PCE stays at 2.6%—does sticky core keep bullion bid?”
The U.S. PCE inflation rate held at 2.6% year-over-year in July—right in line with consensus—while core PCE edged to 2.9% y/y and 0.3% m/m. For gold, the next leg is…
EU gas is comfy, but winter risk hasn’t vanished
Heading into late August, European gas storage is comfortably above pre-2022 norms, wholesale prices are sitting in the low-to-mid €30s/MWh, and policymakers have even agreed to loosen the once-strict storage…
Cocoa’s Next Shock: Ghana Farmer Revolt + Weather Whiplash
West Africa’s cocoa belt is flashing two kinds of risk at once. In Ghana, hundreds of thousands of growers are protesting the newly set 2025/26 farm-gate price and threatening to…
Copper’s Quiet Squeeze: Why Record-Low Treatment Charges Signal Tight Concentrate
Copper smelters’ treatment and refining charges (TCRCs) have slid toward cycle lows—often a tell that concentrates are scarce and that the refined market could tighten next. Here’s what falling TCRCs…
Hurricane Season Risk Map: LNG & Gasoline If a Category-4 Hits the Gulf
We’re in the teeth of Atlantic hurricane season. One well-placed landfall can jolt U.S. LNG exports and gasoline crack spreads—rippling quickly into Europe’s gas and refined-product markets. NOAA’s updated outlook…
Africa Faces Another 10 Percent Crop Hit—Will Chocolate Prices Spike Again?
First it was torrential rain, then scorching heat. Now swollen-shoot disease is back in full force. Preliminary field surveys compiled this month by two major European grinders suggest that West…
Indonesia’s 40 Percent Nickel-Output Cut: The Hidden Cost Embedded in Your 2026 EV
Indonesia spent the past decade courting global capital by promising an endless stream of low-cost nickel ore. Then, in late July, a draft decree leaked from the Energy and Mineral…
Peru’s Copper Corridor Blockade: Could a Local Protest Squeeze 10 Percent of Global Supply?
A winding stretch of highway in Peru’s southern Andes rarely makes international headlines. Yet when local residents barricaded the so-called “mining corridor” in late July, trucks laden with copper concentrate…
“Gold Shines in Uncertain Economic Times”, exploring how the U.S. economic turbulence and tariffs are fueling gold’s surge—and why gold may be a critical portfolio hedge in 2025.
Gold has emerged as a dominant safe-haven asset in 2025, climbing approximately 26–34% year-to-date, with prices now hovering around $3,400 per ounce. This surge places gold firmly among the top-performing…
Commodities Roundup: July 2025: highlighting top gainers, laggards, and the macro backdrop shaping investor sentiment
📊 Commodities Roundup: July 2025 Commodity markets delivered a mixed bag in July, with energy and precious metals outperforming, while industrial metals and agricultural commodities lagged. Seasonal factors and tariff-driven…