BasisPointInsight.com - Oil for Infrastructure? The Risks of Long-Term Supply Compacts by Arvind Mayaram Can India convert its vast oil import bill into infrastructure finance? The idea is tempting, but long-term oil supply deals may carry strategic and financial risks. by Arvind Mayaram, BasisPointInsig...

2/2 In BasisPoint, Arvind Mayaram examines the idea of linking long-term oil supply deals with concessional infrastructure funding—and why energy transition, price volatility and geopolitics make such commitments risky.

@arvindmayaram.bsky.social

#SovereignDebt #CommodityMarkets #BRI

West Asia tensions push crude palm oil prices higher amid energy surge PETALING JAYA — Escalating geopolitical tensions in West Asia have begun to ripple through global commodity markets, with crude palm oil (CPO) prices rising alongside a sharp surge in energy prices following recent military developments in the region. Industry analysts say the conflict triggered by attacks involving the United States, Israel and Iran has disrupted …

West Asia tensions push crude palm oil prices higher amid energy surge #WestAsia #Geopolitics #CrudePalmOil #EnergyPrices #CommodityMarkets

LPG prices are moving again.

#LPG #CommodityMarkets #EnergyMarkets #NewInvestors #MAAMarkets #LearnCommodities #GlobalTrade

BasisPointInsight.com - Twin Risks of War and Weather Threaten Indian Economy by G. Chandrashekhar A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth pro...

2/2 Read G Chandrashekhar’s column for BasisPoint: Twin Risks of War and Weather Threaten Indian Economy

#IndianEconomy #ClimateRisk #FoodSecurity #Geopolitics #CommodityMarkets #GlobalEconomy

About 25% of the global nitrogen fertilizer trade moves through that bottleneck. And unlike oil, fertilizer markets lack meaningful strategic reserves—making them particularly vulnerable to disruption.

#War #Iran #Trade #CommodityMarkets #Fertilizer #Nitrogen #FoodSecurity

13/13 Full paper here: [https://cepr.org/publications/dp21244] #CommodityMarkets #MacroeconomicShocks #SupplyChains #IranRisks

When Climate Shocks Move People and Markets, Forests Become Strategic Infrastructure - FoGo - Curated for the Intentional Consumer Climate extremes are already driving displacement and commodity volatility. Here’s why well managed forests may become the most contested national resource of the decade.

Climate extremes are already driving displacement and commodity volatility. Here’s why well managed forests may become the most contested national resource of the decade.
#ClimateMigration #DeforestationFree #ForestGovernance #CommodityMarkets

Full Story ⬇️
forestgreen.blog/2026/02/13/f...

2 4 26 Dip Buyers Step In YouTube video by Before the Bell

Watch our latest report here:
youtu.be/EY04EexrThs#... #MarketVolatility #CommodityMarkets #RiskManagement #SP500

#DipBuyers #BuyTheDip #SP500 #Premarket #RiskManagement

2-2-26 Rotation, Volatility, and Commodities Risk | Before the Bell YouTube video by Before the Bell

Watch our latest report here:
youtu.be/Dt4z5fAB7jI
#StockMarketToday #MarketVolatility #CommodityMarkets #RiskManagement #SP500

Gold, Silver Prices Crash as Budget Jitters Rattle Markets - Gold and silver prices plunged sharply ahead of the Union Budget 2026, erasing record gains as global markets and investor sentiment...

Gold, Silver Prices Crash as Budget Jitters Rattle Markets
wiobs.com/gold-silver-...
#GoldPrices #SilverPrices #BullionMarket #UnionBudget2026 #CommodityMarkets #PreciousMetals

De-dollarization: The end of dollar dominance? | J.P. Morgan What is de-dollarization, and how is it playing out in markets, trade and more? Read the latest from J.P. Morgan Research.

While the USshare in global exports & output ⬇️,
➖ the dollar’s #transactionaldominance is still evident ( #FXvolumes & trade invoicing)
➖ #de-dollarization in CBFX reserves, where the share of #USD ⬇️
➖share of #foreignownership in #USTreasury market ⬇️
➖ #De-dollarization in #commoditymarkets

BasisPointInsight.com - Chronic Delays in Kharif Estimates Are Fuel for Market Volatility by G. Chandrashekhar Repeated delays in releasing Kharif production estimates are stoking needless speculation, weakening market confidence and undermining policy credibility. by G. Chandrashekhar, BasisPointInsight.com

1/2 Agriculture’s data architecture needs urgency. The continued delay in releasing the First Advance Estimates for the 2025–26 Kharif season has fuelled avoidable speculation and weakened market confidence.

#AgriculturePolicy #KharifEstimates #CommodityMarkets

𝗙𝗼𝗿 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: lnkd.in/djeddQFF

Stay ahead with data-driven insights! Contact: info@afriforesight.com | +27 21 422 4500

#PreciousMetals #Gold #Platinum #Commodities #MarketUpdate #MetalPrices #TradingInsights #EconomicTrends #GoldMarket #PlatinumMarket #InvestmentNews #CommodityMarkets

Where Gold Prices Really Come From – What They’re Not Telling You. Intro
. #fyp #gold #nyc #newyorkcity #bulliontradingnyc #bulliontradingllc #silver #goldstacking #preciousmetals #investing #goldprice #wallstreet #commoditymarkets

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Commodity prices rise as demand surges amid global economic uncertainty. Investors dump USD as inflation fears spiral. Broad index futures set for wild volatility. #CommodityMarkets #EconomyWatch learn how i got $1256 grant for my business: tinyurl.com/financialhel...

2025: U.S. commodities market reshaped by climate change & tech disruption t.co/XYZ commodity trends shaping global trade. #CommodityMarkets #USA #TechDisruption learn how i got $1256 grant for my business: tinyurl.com/financialhel...

🎥 𝗥𝗲𝘄𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗵𝗲𝗿𝗲 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝘃𝗶𝗲𝘄:
afriforesight.com/webinars/the...

#Afriforesight #Platinum #PGMs #HybridCars #HydrogenVehicles #MiningInsights #CommodityMarkets

𝗨𝗦 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝘁𝗼𝘂𝗰𝗵𝗲𝗱 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀 last week after Israel and Iran struck a cease-fire deal following a largely symbolic retaliation by Iran to the US’ bombing of its nuclear sites.

#CommodityMarkets #JSE #AfricaEconomy #MarketUpdate #economy #research #commodities #africa

The Insatiable Search for Compute Power Could Drive Another Commodity Boom Commodities could make a comeback in institutional portfolios over the next five years as more money flows into artificial intelligence and energy infrastructure, with some investors arguing the asset...

Surging demand for compute power, driven by AI and cloud expansion, could ignite the next commodity supercycle—transforming how investors view energy and raw materials. #ComputeDemand #CommodityMarkets #AIInfrastructure

www.institutionalinvestor.com/article/insa...

The ban was initially implemented in February to curb cobalt oversupply and support prices. Prices are expected to 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲 𝗿𝗶𝘀𝗶𝗻𝗴 further as DRC accounts for 76% global output.
#Cobalt #DRC #ExportBan #CriticalMinerals #EVBatteries #BatteryMetals #SupplyConstraints #CommodityMarkets

#China is building about 60% of the world’s new reactors while the US, Europe have increased government support for operating reactors and Kazakhstan plans to add reactors.
#BaseloadPower #Demand #DataCentres #NuclearReactors #Mining #UraniumDemand #CommodityMarkets #EnergySecurity #Kazakhstan

🎥 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝘀𝗻𝗶𝗽𝗽𝗲𝘁 above, and stay tuned for 𝗣𝗮𝗿𝘁 𝟮, where we explore platinum’s 𝘀𝗮𝗳𝗲-𝗵𝗮𝘃𝗲𝗻 𝗮𝗽𝗽𝗲𝗮𝗹 and rising demand for 𝗽𝗹𝘂𝗴-𝗶𝗻 𝗵𝘆𝗯𝗿𝗶𝗱𝘀 and 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗣𝗚𝗠𝘀.

#SafeHavenAssets #IndustrialMetals #PlatinumDemand #MarketTrends #MiningIntelligence #PlatinumPrices #CommodityMarkets