This Week's Commodity Data Will Show Whether June's Relief Lasted
The World Bank's June index showed steep declines in energy, fertilizer and precious metals. Its August 4 update will reveal whether that was a turning point or a pause.
Aug 2, 2026

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The World Bank's June index showed steep declines in energy, fertilizer and precious metals. Its August 4 update will reveal whether that was a turning point or a pause.
Aug 2, 2026

World Bank data show fertilizer prices fell 21.8% in June. Farmers and shoppers may benefit later, though contracts, planting cycles and energy costs slow the transmission.
Aug 2, 2026

The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

After a record above $5,500 and a violent retreat toward $4,000, gold's outlook depends on interest rates, the dollar, geopolitical risk, Asian demand and central-bank buying.
Jul 25, 2026

Boycotts, tighter budgets and a longer war are reshaping where GCC consumers eat, and Western fast food chains are the ones feeling it hardest.
Sep 10, 2024

Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026

Prices rose 0.4 per cent in August and 3.4 per cent over the year. Petrol is up 27 per cent, airfares 23. Core came in a tenth hotter than forecast, and futures moved from a coin toss to nine in ten for a quarter-point rise on 16 September. Stocks rose anyway.
Sep 12, 2026

A potential war is the wrong frame. Fighting began on 28 February and the strait closed on 4 March. The economic damage is real and measurable, and it is far smaller than the forecasts issued in the first month, for reasons worth understanding.
Aug 22, 2026

WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
Silver set a record just under $122 an ounce in late January, then lost close to half of it. The London squeeze behind the spike has eased rather than ended, and the metal is still up almost 74 per cent on the year.
Aug 18, 2026

JOLTS, productivity, payrolls and Treasury refunding arrive in one compressed week. Together they can change what investors believe about rates, growth and bond supply.
Aug 2, 2026

A $265 million World Bank package for the 300-megawatt Ifahsa pumped-storage project could unlock more solar and wind while making Morocco's grid more dependable.
Aug 3, 2026

Crude shipments through the Gulf have recovered sharply, yet refineries and fuel supply remain constrained. That gap explains why cheaper oil may not quickly reach consumers.
Jul 31, 2026

The IMF still sees 3% global growth in 2026, yet that headline hides a widening gap between technology-linked winners and economies squeezed by war and energy costs.
Jul 31, 2026

Note the direction. Markets are not arguing about how fast the Federal Reserve cuts. They are pricing the probability that it raises, and gold has just had its best month since January.
Aug 21, 2026

Early in the conflict the projections ran to 150 dollar oil and contracting Gulf economies. Halfway through August the numbers are less dramatic and more interesting than either the panic or the relief.
Aug 16, 2026

American forces hit Iranian launchers on Larak after the Guard was seen preparing to fire rockets carrying sea mines into the Strait of Hormuz. Iran answered at bases in Jordan and the UAE. It is the first exchange in over a month.
Sep 1, 2026
