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The essential perspective on global commodities
S&P Global Commodity Insights editors monitor investments in upstream projects and solar power. Price-wise, eyes are on wheat, polyethylene and cobalt this week. 1. High profits, global energy crisis pressure majors to invest more in upstream projects What’s happening? Shell, BP, TotalEnergies, Equinor and Eni announced over $37 billion in Q2 profits as the key Dated Brent oil benchmark neared $140/b in March before settling above the $100/b mark
Battery metals refining is a part of the battery supply chain that does not get as much attention in the west, with most battery metal refineries located in China. But companies have started venturing into this crucial part of the electric vehicle industry, including Electra Battery Materials in North America
The commodity market boom is over. Energy, metals and agriculture prices have all tumbled from their March peak on inflationary recession fears amid a slew of economic warning signs, but a commodity bust is far from inevitable. Since early 2020, more and more analysts have been championing the idea of a new commodity supercycle, with an economic recovery turbo-charged by low interest and pandemic-led fiscal stimulus measures, and as investment into decarbonization projects...