Markets Recon

Commodities

Source intel on energy, metals, and raw materials markets – plus more

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The archive

All Commodities insights.

Source Title Topics Published Actions
AHAM Asset Management Berhad Monthly Market Review | October 2026
Franklin Templeton Global Macro Insights: October 2026
Lion Global Investors 2026 Gold Updates
LSEG More than a commodity bet: How producer equities combine commodity and market risk
S&P Global INTERVIEW: Amogy sees ammonia power closing cost gap with gas in early 2030s
UBS Asset Management Shifting expectations
Baillie Gifford Better genetics for healthier farms
S&P Global India seeks higher foreign direct investment in oil and gas with policy reforms
S&P Global South Korea's exports on track to top $1 trillion as oil product values surge
Vontobel US midterms 2026: A new balance of power
BNP Paribas Asset Management Monthly market views: The tech divide, rising bond yields and China’s industrial renaissance
Edmond de Rothschild US Midterms: Blunami !
Franklin Templeton Europe's Resilience Re-Rate
MFS 2026 US Midterm Elections: Gridlock Expected After Blue Wave
Morgan Stanley Investing in Europe Means Looking Beyond the Index
Morgan Stanley Midterm Election Results: Three Key Takeaways
PIMCO Gordon Brown: Power and Politics in a Fragmented World
S&P Global Data Center Utility Tariffs Reduce Credit Risks
State Street Investment Management The morning after the midterms
Ameriprise Financial A blue tsunami hits Washington. What you need to know post-election
CF Benchmarks Altcoins Lead October's Decline
Ninety One The resource crunch: conflict, AI and the race for energy, metals and food
S&P Global Batteries lead global ‘cleantech race’ as solar, wind sectors struggle: experts
S&P Global What could come next for the US oil market following the Democratic Party sweep?
S&P Global Democrats take control of US Congress, gain leverage over Trump energy agenda

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