commodity markets
Breaking
Geopolitics
Macro
Bessent’s China Framework Targets Sectors, Not Blanket Tariffs — But Hawks May Block It
Treasury Secretary's approach manages competition through semiconductors, EVs, and rare earths while commodity markets price in implementation risk.
Energy
Markets
Gunvor’s Q2 Oil Warning: Volatility Windfall Meets Demand Destruction
World's fourth-largest crude trader matches full-year 2025 profit in Q1 2026 alone, signals 'very choppy' second quarter ahead as Iran tensions and OPEC+ uncertainty collide with weakening consumption.