Las materias primas son recursos naturales destinados a su transformación o uso, como el petróleo, el trigo o los metales. Se distinguen, sobre la base de su industria de origen, en la agricultura y la minería, pero también, sobre la base de su uso en la cadena de producción, en la alimentación y la industria. Los índices bursátiles específicos se dedican a ellos que reflejan el desarrollo de la cadena de extracción, producción, procesamiento y distribución. Sígueme
Investor sentiment in commodity markets appears to have reached an extreme level of bearishness, with net speculative positioning on commodity futures at its lowest point in five years. This pessimistic stance has been shaped by several factors, including recent market volatility and ongoing economic concerns.
Continúe leyendoQue Trump representa el mejor candidato para el mercado del petróleo en su conjunto no es tan evidente. La perspectiva de una presidencia de Trump hace subir el precio de las acciones petroleras En un artículo publicado en el Wall Street Journal, Jinjoo Lee sostiene que la victoria de Donald Trump en las elecciones de noviembre no sería necesariamente una buena noticia para la industria petrolera. Al menos a corto plazo. De hecho, las promesas de levantar las restricciones ...
Continúe leyendoThe pursuit of energy and climate security is reshaping base and precious metals markets. This blog focuses upon some of the key short and long-term trends shaping the supply demand balance for energy transition commodities.
Continúe leyendoOver the past year agricultural commodities performance has bifurcated with soft commodities (cocoa and coffee) driving performance higher while grains (wheat, corn, soybean) lagging in performance. However, the grains sector is showing signs of recovery following nearly two years of losses. The market remains focussed on the weather. Wheat is showing optimistic signs of recovery amidst the outlook for a weaker Russian wheat crop.
Continúe leyendoThe United States continues to suffer extreme weather as a heatwave baked millions across the upper Midwest and north-east and a tropical storm soaked Texas and northern Mexico. The National Weather Service said the heatwave was expected to peak in the eastern Great Lakes, New England, the Ohio Valley and mid-Atlantic over the weekend of 22-23 June.
Continúe leyendoThe spotlight often falls on renewable technologies like solar panels and wind turbines in the quest for a sustainable and clean energy future. However, the true heroes behind these innovations are the materials that make them possible. Iridium and rare earth elements (REEs) play a crucial, albeit less talked about, role in this transition.
Continúe leyendoSe ha descubierto un yacimiento de tierras raras en Noruega: teniendo en cuenta los objetivos de la UE al respecto, es una buena noticia. El descubrimiento de la empresa Rare Earths Norway Quizá aún sea demasiado pronto para hablar de un punto de inflexión en el suministro de materias primas cruciales. Sin embargo, sigue siendo un hecho que la empresa sueca Rare Earths Norway ha descubierto el mayor yacimiento de tierras raras de Europa. Como escribe Sam Meredith (CNBC), e ...
Continúe leyendoThe Organization of the Petroleum Exporting Countries and its partner countries (jointly OPEC+) announced their latest production decision on Sunday 2nd June 2024. While the initial headline of rolling cuts to December 2025 sounded positive, the detail offered a more nuanced picture and one that oil markets did not like.
Continúe leyendoBroad commodities have had a renaissance moment since the middle of March 2024, wiping out the prior six-months of losses. The rebound has been led by precious metals but has been joined by industrial metals and energy. Elevated geopolitical risks have propelled gold to an all-time high.
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