Commodities is a topic tracked in our intelligence system with 5 linked articles.
With aluminum supply tight and U.S. tariffs reshaping the market, the article argues that recovering and recycling landfill-bound aluminum is a cleaner, faster route to domestic supply than building power-hungry smelters that must now compete with data centers for cheap electricity.
Silver prices rebound due to AI/data-center-driven industrial demand amid a sixth straight annual deficit.
Krugman argues insider oil futures trades profit from Trump-era announcements, citing ~$920 million in short notional and rapid price moves, while decrying enforcement gaps and framing this as a broader predation economy.
UAE plans to exit OPEC, potentially reshaping oil cartel dynamics.
Gold has overtaken U.S. Treasuries as the world's largest official reserve asset in 2026, with central banks holding about $4 trillion in gold vs roughly $3.9 trillion in Treasuries, underpinned by a strong price rally and diversification of reserves.
Goldman Sachs says oil could surpass the 2008 high of $147 per barrel.
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