Federal Reserve
In a move that underscored the complexity of the current "Great Normalization" era, the Federal Reserve concluded its first meeting of 2026 by electing to hold the federal funds rate steady at the 3.5%–3.75% range. This decision, announced today, January 28, 2026, marks a definitive
Aluminum
As of January 2026, the European aluminum market is grappling with a structural "supply-side squeeze" that has pushed the recycling sector to the brink of a historic transformation. A severe shortage of aluminum scrap across the continent has decoupled secondary metal prices from global primary benchmarks, driving secondary
Pemex
In a historic shift that signals the end of an era for North American energy trade, Mexico’s state-owned oil giant, Petróleos Mexicanos (Pemex), saw its crude oil exports plummet to a 35-year low in December 2025. Data released late last month reveals that exports dropped to approximately 368,000
Agriculture
As of late January 2026, the global agricultural market finds itself in a state of "bearish stability"—a precarious equilibrium where high production volumes from the 2025 harvest are being countered by intensifying logistical risks and a permanent geopolitical risk premium. While global supplies of wheat and corn
Vale
In a definitive signal of its operational recovery, Vale S.A. (NYSE: VALE) has announced that its 2025 iron ore production exceeded the upper limit of its annual guidance, effectively reclaiming its title as the world’s largest iron ore producer. The Brazilian mining giant reported a total output of
Oil Market
As the global energy landscape navigates the early weeks of 2026, a chilling forecast from Moscow has sent ripples through international markets. Internal reports and stress tests from the Central Bank of Russia and the Roscongress Foundation suggest that Urals crude, the nation’s primary export blend, could settle at
EU-India FTA
As of January 28, 2026, the global trade landscape has reached a definitive crossroads. Following years of grueling negotiations, the European Union and India officially concluded talks on a landmark Free Trade Agreement (FTA) yesterday, January 27. While heralded as the "mother of all deals," the agreement has
Aluminum
Industrial markets reached a major inflection point this week as aluminum prices surged to a fresh multi-year peak, driven by a perfect storm of tightening global supply and a plummeting U.S. currency. On January 28, 2026, the light metal hit $3,289.55 per tonne on the London Metal
Natural Gas
The global natural gas market witnessed an extraordinary "great divergence" in December 2025, as a brutal cold snap in North America sent domestic prices soaring while a mild, windy winter in Europe allowed the continent’s energy crisis fears to cool. U.S. natural gas futures surged by
World Bank
The global economy is entering a period of significant deflationary pressure within the raw materials sector as the World Bank’s latest Commodity Price Outlook projects a sustained downturn through 2026. Driven by a historic surplus in crude oil and a sharp deceleration in demand from traditional industrial powerhouses, aggregate
Silver
The global financial markets are witnessing a paradigm shift in the precious metals sector as silver prices recently surged past the historic $95 per ounce threshold, a valuation that would have been unthinkable just two years ago. This meteoric rise represents a gain of over 200% since the beginning of
Gold Mining
The landscape of the global gold mining sector has undergone a seismic shift over the last six months, punctuated by a fundamental restructuring of the industry’s most significant investment vehicle and a massive capital injection from the East. As gold prices hover near historic highs of $5,000 per