FM
fazen.markets
Topics/Commodities Analysis

Commodities Analysis

Track precious metals, energy, and agricultural commodities with expert supply/demand analysis. From gold as a safe haven to oil's geopolitical premium — continuous market intelligence.

Updated continuously2,868 articles

JPMorgan: G7's 100M Barrel Oil Release Is Mostly Old Barrels

JPMorgan says the G7's 100 million barrel release counts roughly 91 million barrels already committed in March. The only genuinely new element is the diesel tilt, and Europe's 377 million barrels of emergency diesel remain largely untouched.

5 min17h ago

McEwen Sells Fuller and Paymaster for US$55M, Adds $13.5M

McEwen signed a US$55 million deal to sell Fuller and Paymaster, but only US$5 million arrives in cash. The other US$50 million is Discovery stock locked behind a four-month hold — and that changes what the proceeds can do.

5 min1d ago

Aura Minerals Q3 2026 GEO Output Hits Record 95,557 oz

Aura Minerals just posted its highest-ever quarterly output at 95,557 GEO, but the mix hides a split: copper prices lifted Aranzazu while two mines slid. The Q4 guidance test now sits on MSG and Borborema.

5 min1d ago

FLSmidth Wins DKK 175M Chile Copper Grinding Order

FLSmidth has booked a DKK 175 million order for a Chilean copper expansion, bundling a 19.6 MW gearless ball mill with liners and a spare parts agreement. The company says guidance is unchanged — the interesting part is what the service scope implies.

5 min1d ago

Transocean Locks $1.1B Backlog as Equinor Deal Firms Up

Transocean just moved Equinor's $1.0 billion Norway contract from pending to firm backlog and stacked $62 million of Shell work on top. The quiet detail is how many of its harsh environment rigs are now tied up.

5 min1d ago

Oil Slides as Trump Rules Out Iran Strikes Before Midterms

Crude oil is giving back its escalation premium after Trump ruled out strikes on Iran before the midterms. The asymmetry has flipped: good news from Tehran now threatens a major selloff, while bad news mostly limits the downside.

5 min1d ago

Gold Webinar: Adam Button on Trading Risk, 13 October

Adam Button headlines a free 13 October webinar on gold, market noise and risk per trade, with Base Markets adding three broker checks traders should make before depositing. The session runs at 17:00 UTC and closes with a live Q&A.

5 min1d ago

Gold Erases Weekly Losses as Trump Rules Out Iran Strike

Trump's Truth Social post killed the war premium in one session and gold erased its weekly losses. The 4,228 level now decides whether this is a trend change or a failed breakout.

5 min1d ago

Oil Shock Playbook: How Crude Ripples Into Bonds, Dollar, Stocks

An oil price shock does not stop at the petrol pump. It feeds inflation expectations, which can force central banks to hold rates higher for longer — and that single decision reprices bonds, the dollar and rate-sensitive stocks in sequence.

5 min1d ago

US Refiners Eye Record Q3 Profits as Diesel Crack Spreads Surge

Valero, Marathon and Phillips 66 are expected to beat near-record Q2 profits as diesel crack spreads hit record levels on war-driven fuel demand. The margin is a war premium — and that is the risk.

5 min1d ago

Gold Climbs Toward $4,180 as 10Y Treasury Yield Slips From 24-Year High

Spot gold rose toward $4,180 as the 10-year Treasury yield eased from a 24-year high. The rebound rests on falling yields, and the Fed's hiking path leaves that support fragile.

5 min1d ago

SolarMax Revenue Jumps 49% but $4.3M Judgment Swings Loss

SolarMax grew revenue 49% to $10.2M and gross profit 299% to $2.4M in Q2 2026, yet a single $4.3M China legal judgment turned the quarter into a $4.7M net loss. The EPC pivot is working — the question is whether the legal tail is closed.

5 min2d ago

Halcones Precious Metals Raises $1M at $0.05 Per Unit

Halcones Precious Metals priced 20 million units at $0.05 for up to $1,000,000, with warrants struck at the same five-cent level. The non-brokered raise funds Polaris surface rights — a cost that must clear before any drilling catalyst can arrive.

5 min2d ago

Parex Resources Q3 Production Hits 83,259 boe/d, Reiterates Guidance

Parex Resources averaged 83,259 boe/d in Q3 2026, with September climbing to 84,500 boe/d on LLA-111 success. The H2 guidance range holds — but the biggest number, 7,000 bbl/d from Magdalena, has not landed yet.

5 min2d ago

Pecoy Copper Elects Six Directors, Shifts Year-End to Dec 31

Pecoy Copper elected all six director nominees and shifted its year-end from April 30 to Dec. 31, creating an eight-month transition period. The governance cleanup is real — but the release carries no drill assays, and that is where the valuation actually sits.

5 min2d ago

Northern Discovery Buys Cibola Copper-Gold Project in BC

Northern Discovery Metals is paying $130,000 and 700,000 shares for a 3,567-hectare copper-gold project in British Columbia. The catch: the deepest target has never been drilled, and the payment clock starts only when a permit arrives.

5 min2d ago

Devon Energy Exits Eagle Ford in $4.2 Billion Cash Sale

Devon Energy is selling 90,000 Eagle Ford acres to Crescent Energy for $4.2 billion in cash — about 4% of its production. The proceeds are earmarked for buybacks and debt cuts, but Devon has not said how the money splits.

5 min2d ago

Magna Mining Approves Levack Restart on 92.4% IRR PEA

Magna Mining's board approved restarting the Levack Mine after a PEA showed a 92.4% after-tax IRR and only C$8.6 million of net initial funding needed. The catch sits in the resource category backing the numbers.

4 min2d ago

Oil Surges as Trump Weighs New Iran Strikes, 110.00 in Sight

Crude oil has rebounded from channel support as Washington weighs new strikes on Iran, putting 110.00 back in the buyers' sights. The premium is being priced on Hormuz risk, not lost barrels — and that distinction decides whether it holds.

4 min2d ago

Oil Climbs as Iran Strike Readiness, Qatar Tanker Hit, Houthi Missile Raise Three Gulf Risks

The Pentagon was ordered to prepare for possible strikes on Iran, a tanker took multiple projectiles off Qatar and Houthis claimed a Riyadh airport missile hit — all in one session. Chevron shut nine Gulf facilities into the same bid.

5 min2d ago

Gold Whipsaws Below $4,110 Support as Oil Risks Build

Gold spiked under $4,110 support and snapped straight back, with stops blamed rather than news. The quieter driver is oil's climb on fresh Iran strike reports — and the rates channel it feeds.

4 min2d ago

Gold Rebounds From Two-Month Low as Pepperstone Flags $4,275 Break

Gold clawed back from its weakest level since 5 August as the dollar slipped off an 18-month high, but Pepperstone's Chris Weston says the metal stays a seller's market until $4,275 breaks. The real trigger sits in bond markets, not bullion.

5 min2d ago

Trasteel Buys Final 40% of BBC Alloys After 30% H1 Revenue Jump

Trasteel paid roughly EUR 1.7 million for the last 40% of BBC Alloys on September 30, 2026, after the ferroalloy unit's first-half revenue jumped 30%. The quiet reason is a Nasdaq listing that still needs a shareholder vote.

5 min3d ago

ONEOK Closes $4.425B Brazos Midstream Permian Deal

ONEOK just closed a $4.425 billion cash purchase that more than doubles its Permian Midland Basin processing capacity to 2.3 Bcf/d. The fee-based structure behind those 600,000 acres is the part the headline leaves out.

5 min3d ago

Crude Oil Rebounds as Gulf Storm Threatens 15% of US Output

A Gulf storm could hit facilities handling 15% of US crude output while Houthi strikes threaten Saudi energy infrastructure. Crude erased its weekly losses, but the report says sellers still hold the cleaner setup below the channel.

5 min3d ago

SFL Sells Seven Tankers to Trafigura, Books $175M Gain

SFL agreed to sell seven tankers to Trafigura for roughly $275M in net proceeds and a $175M book gain. The charters die with the delivery, so the real test is what SFL buys with the cash.

5 min3d ago

Gold Holds $4,110 as US-Iran Talks and CPI Loom

Gold is pinned near 4,110 as traders wait on US-Iran talks and next week's CPI. A Gulf storm threatening 15% of US crude output is quietly feeding the yields-and-dollar pressure on the metal.

5 min3d ago

Houthis Claim Riyadh Airport Strike, Brent Holds Near $100

The Houthis say they hit Riyadh's King Khalid International Airport, but Saudi Arabia has confirmed nothing. Brent's $100 handle is pricing a claim, not a barrel — and the East-West Pipeline at 6 million barrels a day is the number that decides what happens next.

5 min3d ago

Gulf Hurricane Adds Third Risk to Oil Near $100 as Brent Holds

A Gulf of Mexico storm is forecast to become the first Atlantic hurricane of 2026, putting 15% of US crude output and six refineries at risk. The bigger move may land in diesel, where record prices meet a 100 million barrel emergency release.

5 min3d ago

Russia Buys 280B Rubles of Gold as Oil Clears $59 Cut-Off

Russia will spend 280 billion rubles on gold and foreign currency from 7 October, five times September's 56 billion. The catch: the ministry never says how much of that is gold, and the whole programme shrinks the moment crude slips below its $59 cut-off.

5 min4d ago
View all commodities articles

Sponsored

Ready to trade the markets?

Open a demo account in 30 seconds. No deposit required.

Demo AccountLive Account

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

Get Commodities Analysis delivered daily

Expert analysis straight to your inbox every morning.

Join 18,500+ investors

Related Topics

Energy MarketsMacro Economic OutlookForex Market Analysis