Insight Blog

The essential perspective on global commodities


10 May 2021

Commodity Tracker: 5 charts to watch this week

European renewable output could be bolstered by solar additions this summer, while the global problem of gas flaring comes to the fore. Also in this week's tracker: steel and raw materials trends in the US and Europe, and S Korean naphtha imports. 1. Europe’s thermal generation recovery hides renewables upside What’s happening? European wind power generation in April ended a five-month decline in a year-on-year comparison after exceptionally strong wind speeds last winter

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07 May 2021

Sentiment keeps swelling global grains prices, but uncertainty remains

Global grain prices saw an unprecedented price rally during 2020 as the world grappled with the coronavirus pandemic, which gave rise to challenges and fears never seen before. Amid the widespread uncertainty and crumbling economies, demand for all major commodities fell due to drawn-out lockdowns

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04 May 2021

Fuel for Thought: California fracking ban a bigger boon to crude imports than bust for production

California's move to stop hydraulic fracturing permits by 2024 will likely do little to speed up the current decline in output, but any crackdown on production would boost the state's dependence on imported crude. California was once the third-largest oil producer in the US behind Texas and Alaska, according to US Energy Information Administration data. In the early 1980s, crude output in the Golden State reached 1 million b/d, behind Texas' 2.5 million b/d and Alaska's 1

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