Insight Blog

The essential perspective on global commodities
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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29 Apr 2021

Italy’s shifting gas sector dynamics make strong case for easing storage rules

Italy’s heavily regulated gas storage system is starting to look like a poor fit with the current realities of the domestic and European gas markets. Could its reform help tackle high energy prices? “I wasn’t trading yet. But I remember it very well—my school closed for 10 days,” said an Italian gas trader, sharing memories of February 2012, when several days of freezing temperatures across Europe and Russia triggered a sudden cut in Russian gas volumes destined to Italy

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