Market Insights

Commodities Focus

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Date:
    13 Mar 2024
Series:
    Commodities Focus
Podcast Title:

How are gas operators navigating the difficult gas environment in 2024?

Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024

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Length:
13:14
Date:
    11 Mar 2024
Series:
    Commodities Focus
Podcast Title:

Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises

Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for...

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Length:
27:15
Date:
    08 Mar 2024
Series:
    Commodities Focus
Podcast Title:

Lithium producers pump brakes on North American projects amid low prices

Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022

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Length:
26:21
Date:
    06 Mar 2024
Series:
    Commodities Focus
Podcast Title:

Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024

Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea

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Length:
15:50
Date:
    16 Feb 2024
Series:
    Commodities Focus
Podcast Title:

Supply disruptions drive copper TC to three-year low; smelters may cut production

The Asian copper market saw CIF China copper concentrate TC/RC fall by 65% in just three months’ time, while smelters were still not able to find enough feedstocks to meet their production needs

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Length:
16:56