Goldman Sachs notes that the Commodity market is struggling to balance strong demand with slow changing supply.
Soaring prices of by-products such as gold and silver enable two major copper giants to achieve 'negative cost mining.'
cls.cn · 03:27
The era of hard assets has arrived! Signals of a supercycle are strengthening: mining and metals become the new battleground for capital.
Zhitong Finance · Apr 30 19:43
Trump persists with the 'lockdown,' Brent crude rises above $120, and Iran's parliamentary speaker mocks, 'Next stop, $140.'
wallstreetcn · Apr 30 11:07
Inflationary pressures hit record highs! Nationwide gasoline prices surged 40% over two months to $4.17 per gallon, reaching a four-year high.
wallstreetcn · Apr 30 01:01
Iran strongly condemned the U.S. maritime blockade operation and declared that it would launch an 'unprecedented' military counterattack.
Golden10 Data · Apr 29 21:30
The UAE's 'withdrawal' shakes the market! Russia swiftly reassures: no intention to leave OPEC+.
Zhitong Finance · Apr 29 21:22
The UAE's exit from OPEC shocks Wall Street; investment banks quickly comment: limited short-term impact, downside risks for oil prices in the medium term
wallstreetcn · Apr 29 08:46
U.S. media reported that Iran may submit an adjusted proposal to Pakistan. Trump stated that Iran hopes to quickly reopen the Strait of Hormuz, while Iran emphasized its control over the strait and demanded tolls for passage.
wallstreetcn · Apr 29 06:46
U.S. Secretary of State Rubio: Iran is using the Strait of Hormuz as an "economic nuclear weapon."
cls.cn · Apr 28 23:37
The UAE's Exit from OPEC: The End of an Era, or the Beginning of a Larger Divide?
wallstreetcn · Apr 28 22:28
The UAE announced its withdrawal from OPEC and OPEC+ effective May 1, planning to gradually increase oil production, with Trump potentially emerging as the 'big winner'.
Futu Integrated · Apr 28 20:45
U.S.-Iranian divisions remain irreconcilable! U.S. official: Trump 'dislikes' Iran's new proposal; nuclear issue must be prioritized.
cls.cn · Apr 28 11:09
Is the calm in the oil market merely an illusion? JPMorgan: The market underestimates the supply-demand gap, and oil prices may continue to soar.
cls.cn · Apr 28 08:58
Iran's foreign minister stated that the US has requested negotiations and Iran is considering it, while the US Secretary of State deemed Iran's proposal to reopen the Strait of Hormuz unacceptable.
wallstreetcn · Apr 28 02:00
The Second Half of Nuclear Power: Execution is Key!
wallstreetcn · Apr 27 20:06
Azerbaijan's sovereign wealth fund sold over $3 billion worth of gold in the first quarter, marking the first reduction since its acquisition!
cls.cn · Apr 25 15:36
Goldman Sachs: If the Strait of Hormuz reopens, it may take several months for Persian Gulf crude oil supply to recover.
cls.cn · Apr 24 16:37
The speaker of Iran's parliament resigns from the negotiation team, Tehran’s air defense system activates to intercept 'hostile targets' while denying airstrikes. The U.S. aircraft carrier 'Bush' has entered the Indian Ocean area, and Trump states that th
wallstreetcn · Apr 24 05:27
The risk of conflict in Iran remains high, and the Trump administration may take further action to suppress oil prices. Reports suggest plans to extend the Jones Act 'vessel ban' exemption.
wallstreetcn · Apr 24 05:24
CME reduces margin requirements for gold and silver futures contracts.
Breakings · Apr 24 04:35
Iran has received its first payment for passage through the Strait of Hormuz, with prior arrangements requiring payment in Iranian rials.
wallstreetcn · Apr 23 17:37
Surging fertilizer prices! American farmers face a 'double whammy': missiles from the Middle East and tariffs from Trump.
wallstreetcn · Apr 23 13:40
Don't Be Too Optimistic About the US-Iran Ceasefire? Barclays: Markets Are Underestimating the Impact of Oil and Gas Supply Disruptions
cls.cn · Apr 23 13:06
Hopes for the resumption of shipping through Hormuz thwarted! US-Iran maritime standoff escalates; US military says mine-clearing could take six months.
cls.cn · Apr 23 11:15