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Oil

Oil

Jet Fuel Shortage: Airlines and Miners Face New Energy Shock

📌 Key Takeaways US airlines spent $5.06 billion on jet fuel in March, up 56.4% from February, according to the Bureau of Transportation Statistics.   Europe...
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Energy

US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million barrels per day in the week to April 10, the highest in seven months, as...
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Geopolitics

Strait of Hormuz Closure Hits Energy and Mineral Markets

📌 Key Takeaways Around 20% of global oil and petroleum product consumption and about 20% of global LNG trade moved through the Strait of Hormuz...
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Oil

Oil to Remain Vital for Decades Despite Energy Transition, As IEA Shifts Outlook

📌 Key Takeaways The IEA now projects oil demand to keep rising into the 2030s, hitting 113 million barrels per day (mb/d) by 2050 under...
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Oil

Oil price spikes as U.S. sanctions Russian oil

📌 Key Takeaways The U.S. is mounting new sanctions targeting Russian oil supply, raising global oil price risks Chris Wright flagged U.S. moves to refill the...
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Oil

China’s Crude Oil Stockpiling Pushes Past 1.4 Billion Barrels

China has built one of the largest crude stockpiles in the world, with onshore inventories now estimated at around 1.4 billion barrels, including some...
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Zinc

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...
Fusion

Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...
Copper

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...

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Tin

Tin Deficit Tightens — and 2026 Could See Price Volatility

📌 Key takeaways A new report from Fitch Solutions BMI...
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Rare Earths

China’s Rare Earth Exports to US Soar 660%

China’s rare earth shipments to the United States surged...
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Cobalt

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to...
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