Coverage across energy, agriculture, metals and mining, and logistics, with a focus on market structure, supply, pricing, and sector-specific disruptions.
The proposed NextEra-Dominion merger is a large utility deal, a response to a new phase in American electricity demand.
The United States power system is experiencing a demand shock driven by Artificial Intelligence and the data centers AI relies on.
In meetings from May 8-9, 2026, all Australian state and federal energy ministers, except the representative from Queensland, agreed that new data centers should fully offset their electricity demand through investments in new renewable generation and energy storage.
European wind power has started looking less like a narrow clean energy story and more like a strategic response to a volatile energy market.
On May 4, 2026, the Trump administration halted 165 onshore wind farms across the United States, citing radar interference and military flight-path concerns as national security risks.
Europe’s transition to renewable energy is often framed as a path towards sustainability and energy independence, particularly as the continent hopes to decrease its reliance on Russian gas.
The reopening of the Strait of Hormuz has created a sharp shift in oil market sentiment.
The Dangote refinery is one of Africa’s largest refining assets, with a nameplate capacity of 650,000 bpd.
Cuba’s current energy crisis shows what happens when a country relies on a state controlled system that cannot adapt to rapid market shocks and geopolitical disruptions.
Total Energies presents a constructive stock-pitch opportunity because it combines near-term exposure to elevated energy prices with a clear shareholder-return framework.
Iran has increased its attacks on the UAE, causing oil prices to jump 6%. The escalation will most likely cause higher oil prices for the coming weeks.
In this Friday’s report we analyse the UAE’s OPEC exit, determining their departure as a structural shift rather than an immediate supply shock.
A look at why Chevron is concentrating more of its Venezuela exposure around heavy crude, and why the upside from that shift still sits under sanctions, infrastructure, and sovereign risk.
A look at how the Iran conflict and the resulting surge in crude prices pushed Phillips 66 into nearly $900 million in preliminary first-quarter mark-to-market losses.
El Niño is likely to create a split in the second half of 2026 between tropical crops facing the highest upside price risk, grains cushioned by stronger inventories.
Since the end of the 1970s, Ivory Coast has been the largest cocoa producer in the world, producing roughly 40% of the world's entire cocoa supply, or around 2 million tons per year.
As of May 2026, India announced a new, immediate ban on sugar exports until September 30, 2026.
In 2026, the French government offered vineyard growers €4,000 per hectare of vineyards removed, with the total plan aiming to uproot 28,000 hectares.
U.S. cattle inventories have fallen to 86.2 million head, the lowest in 75 years, triggering record futures prices and a supply crisis with no near-term solution.
A look at how Indonesia's accelerated biodiesel mandate could tighten palm oil exports, spill into substitute edible oils, and lift food costs across the broader global market.
On June 28, at the African Natural Resources and Energy Investment Summit in Abuja, Nigeria's Minister of Solid Minerals Development, Dele Alake, unveiled what the government called a “world-class” polymetallic province in Kaduna State.
At last month’s FT Commodities Summit in Lausanne, traders pointed to metal geopolitics in the DRC, Kazakhstan, and Latin America as one of the supply constraints holding back the energy transition.
Europe has a critical-minerals strategy, but it lacks a financing strategy.
Australia is using allied capital to build a domestic mining-to-processing supply chain that serves Japanese manufacturing, U.S. defense procurement, and its own industrial ambitions.
On April 28, the U.S. Geological Survey announced that the Appalachian region holds an estimated 2.3 million metric tons of undiscovered, economically recoverable lithium.
A look at Venezuela's new mining law and the parallel U.S. sanctions architecture that determines who can actually invest, transact, and profit under the new regime.
Global warming, despite being an immensely pressing challenge the world faces, is not without its economic benefits.
As wind becomes a necessity in Europe, the main bottleneck is that generation does not guarantee delivery.
The movement of goods between East Asia, particularly China, and Europe has been surging in recent years.
Since 2024, residents of downtown Chicago have started noticing small cubic robots resembling medium-sized boxes with four wheels.
A look at how AI is changing billing, routing, labor dynamics, and competitive structure across freight and trucking, while favoring the largest carriers with the deepest data infrastructure.