Insight Blog

The essential perspective on global commodities


28 Nov 2022

Fuel for Thought: Russian crudes come under renewed pressure as G7 price cap nears

The value of Russia's key crude exports has come under renewed pressure as EU sanctions and the G7's price cap edge closer amid growing signs that the curbs pose little threat to Moscow's resilient output and oil revenues. The outright price for Russia's flagship crude Urals slumped to 22-month lows in the run-up to the Dec. 5 start for the mechanism as weak physical market fundamentals and anxiety around sanctions risk have spurred even steeper discounts

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24 Nov 2022

Insight Conversation: Luciano Siani Pires, Vale

Vale has been pursuing partnerships with steelmakers, looking to address the challenges of finding cleaner ways to process minerals. The company also plans to create solution hubs to make high-quality iron ore and green products in regions with low energy costs, including the Middle East and the US. As executive vice president for strategy and business transformation, Luciano Siani Pires plays a crucial role in bringing Vale’s vision into fruition

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23 Nov 2022

Is there enough Brazilian corn to feed the world with China lurking?

The demand for Brazilian corn has never been greater as China prepares to enter the market and disrupt the global trade books for the feed grain, raising buyers' concerns on the impact it could have on prices and supplies. Not too long ago, China’s corn import demand was merely a rounding error on the global corn trade books as the nation fed its livestock industry with domestically farmed corn

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