Commodities is a topic tracked in our intelligence system with 5 linked articles.
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.
Silver drops 30% in the worst day since 1980, with gold also tumbling.
The piece argues that copper faces a peak-and-shortfall scenario due to declining ore grades, stubbornly slow new discoveries, rising extraction costs, and surging demand from electrification and data centers, with regulatory and geopolitical risks likely amplifying price volatility and a limited recycling fill-in.
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