Markets Recon

Commodities

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

+80 New this week
13 Nov Last indexed
Trending in Commodities

What allocators are reading now.

The archive

All Commodities insights.

Source Title Topics Published Actions
S&P Global EU's Russia LNG ban from January to impact Asian supply; demand holds key
Charles Schwab Looking to the Futures: 13 Nov 2026
BNP Paribas Asset Management View from the markets: Asia may not follow US rate hikes
Edmond de Rothschild Asset Management Market Flash: The Fed changes gear
Sterling Capital The Lead - Dividends: Active Vigilance
S&P Global Japex seeks no more alternative LNG cargoes for Oct-March, raises JKM forecast
ETF Stream Blue sweep boosts gold: Will it stick?
Fidelity International Active management is key in the current market environment
Fidelity International How technology is reshaping demand for strategic materials
Sterling Capital The Lead - Tide to Turn?
Van Lanschot Kempen Asset Allocation Outlook: November 2026
S&P Global Adopting Clean Technologies; APAC's Economic Balancing Act; and Sanctioned Tanker Purchases
S&P Global Thin refining buffers expose jet fuel to fresh price spikes in 2027
S&P Global USDA raises Brazil soybean oil exports, cuts regional stocks
Charles Schwab Can New Congress Deliver What Voters Asked For
Charles Schwab Looking to the Futures: 12 Nov 2026
Royal London Clockwise: Cautiously optimistic into year-end
Allianz Global Investors Energy grids: from missing link to critical bottleneck in the energy transition
UBS Asset Management A tale of two markets
S&P Global FUJAIRAH DATA: Oil product stockpiles drop for first time in four weeks
S&P Global Europe storage gap, Middle East risks and Russian LNG exit may reshape winter flows
S&P Global ET Highlights: Meta's clean power purchases, COP31 electrification goal, TK Steel's hydrogen tender
iCapital The Bridge Ep. 29: Who is Funding the AI Buildout?
Neuberger Berman AI Data Centers and the New Compute of Politics, Power and Capex
S&P Global US energy firm CEOs express confidence in permitting bill passage in Congress

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