Commodities

World Bank warns of growing geopolitical commodity shocks, beyond oil crisis

Increasing geopolitical risk, despite the market resilience displayed so far, is weakening the global order

Investors in the Asia-Pacific region and beyond are increasingly looking to diversify both their China and global exposure.

Hedge fund firm Aspect offers China strategy to global investors

Macroeconomic developments have also heightened the importance of commodities in investment portfolios

In its claim, Mercuria argues that the Baltic Exchange should have either suspended the TD3C benchmark or used economically comparable routes that are still operating to determine it.

SGX-owned Baltic Exchange sued over alleged losses due to oil tanker pricing

Mercuria Energy Group is suing SGX-owned Baltic Exchange over alleged losses due to distortions in a shipping benchmark

Base oil and bitumen production will be affected by the shifting crude oil mix, while diesel and fuel oil yields will be driven lower, analysts say.

Not-so-sweet deal for Singapore’s refineries as they shift to US, alternative crudes

Variations in density and sulphur content present compatibility challenges

Copper, viewed as a gauge of global economic momentum, is so interlinked with industrial activity and investments in infrastructure and the power sector that it is the one to watch, says David Fyfe of Argus Media.

Asia ‘absorbs the hit on every axis’: What volatile copper, aluminium prices mean for the region

Analysts note that Asia is most vulnerable to volatility in base metals due to a lack of buffers

Brent crude futures prices are averaging north of US$100 per barrel since the escalation, versus a five-year average of US$81 per barrel.
CIO CORNER

Why it is commodities’ turn to shine

The asset class has risen 17% year to date

For Singapore’s gold trading hub push to take off, it is important to attract sustained cash flows into the precious metals market, say industry observers.

Singapore plays neutrality card to vault central bank gold, elevate bullion hub status

Emphasising sovereign-grade vaulting, internationally aligned standards can set the Republic apart: analysts

World Gold Council data shows that, between Feb 27 and Mar 20, Asia recorded consistent gold ETF inflows in tonnes, while outflows were seen in the West.

Singapore investors buy the dip, bucking global gold sell-off: OCBC, bullion dealers

Strong investor participation in Singapore and wider Asia suggests metal’s long-term role as a hedge continues 

Equipment used in wineries across the world, such as tractors, run on fuel sources which have doubled in price since the Iran war broke out.

Plastic bag shortages, WFH, pricier wine: The Iran conflict is rippling through the economy

The war is disrupting key trade and supply channels, affecting soft commodities and other sectors

Oil prices spiked after the latest escalation in the US and Israel's war with Iran.

Oil shock’s rate repricing: G4 holds, gold bullish, dollar firms

Middle East turmoil has roiled global markets, sparking rate hike speculation despite G4 central banks holding firm. Can the 'transitory' view survive soaring oil?